CLH CPAs & Consultants | Allison Leffert
Firm Insights:
CLH CPAs & Consultants
Team members: 45
Client Size: 500+
Niche: Closely-held businesses and high net worth individuals
Growth Goals: Organic
Watch this tech stack in action!
Internal Tech Stack
Category |
App |
| Client Communication | N/A |
| CRM / Proposal Creation | Ignition |
| File Backup | N/A |
| File Storage | Doc It |
| Password Storage | 1Password |
| Practice Management | Practice CS |
| Review Tool | N/A |
| Social Media Management | N/A |
| Team Communication | Teams |
| Website | N/A |
| Workspace | Microsoft |
External Tech Stack
Category |
App |
| Accounting Software | QBO/Xero/Accounting CS |
| A/P | Bill.com |
| A/R | N/A |
| Construction | N/A |
| E-Commerce | N/A |
| Field Service | N/A |
| HR | Workforce Thrive |
| Inventory Management | N/A |
| Payroll | ADP |
| Tax | Ultra Tax CS |