Acct1st Technology Group LLC, which began as a partnership between a Dallas CPA firm and a Seattle software development company, has forged a niche over the past four years as an accounting firm-centric vendor catering to CPAs and their clients.Through the unique management synergy and strategies of CPAs and software developers, Acct1st currently offers imaging, document management, tax workflow and client portals through internal or hosted systems. And its product suite, Acct1st EDRMS (an acronym for Electronic Document Records Management System) is designed to offer CPA firms a host of tax and document management products.
"We did a lot of analysis in the market, and at that time there was really a lack of good document management systems," said Andrew Harfield, chief strategic officer at Acct1st. "We had all the bells and whistles to be called document content management. What we didn't understand were the processes inside a CPA firm, between internal processes and between things that the CPA would interact with the client and how we needed to facilitate that. And there was really nobody at the time doing that."
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access