Utah based tax practice management suite raised $11m in funding led by Ankona Capital.
“It’s less about adding and more around just enhancing each of our product subcategories: document management, CRM and client portal, workflow, time and billing, and payments and invoicing, ... We’ve got big plans for all of those. And as we move upmarket, as we’re now squarely in the 10 to 50 [full-time employee] segment, the needs become more complex. These are larger firms. Their use cases are more complex, and they just need more stuff, so it's really building each of those product subcategories in a way that meets the needs of those firms.”, said Davis Bell, CEO.