Matax | Dan Quigley

Firm Insights:

Matax

Team members: 6
Client Size: ~50 active recurring clients
Niche: Investor backed/seeking startups, Software, Health Tech, Non Profits, Ecommerce, Entertainment/Music
Growth Goals: As we’re expanding, current focus is dialing internal processes further to allow us to scale further

 

Watch this tech stack in action!

Internal Tech Stack

Category

App

Client Communication G Suite / Slack / Teamwork
CRM / Proposal Creation Ignition
File Backup G Suite / Box
File Storage Google Drive /  Box 
Password Storage Dashlane
Practice Management Teamwork
Review Tool Xero / Syft / G Suite
Social Media Management N/A
Team Communication G Mail
Website N/A
Workspace G Suite / Slack

 

External Tech Stack

Category

App

Accounting Software Xero
A/P Ramp / BILL / Airbase / Veem
A/R Stripe / Subsync / Shopify / Xero invoicing
Construction N/A
E-Commerce A2X
Field Service N/A
HR Gusto (Mineral)
Inventory Management Shopify / Cin7
Payroll Gusto / Rippling
Tax N/A