Business & Professional Services Technology

Software for accounting firms managing client engagements, workpapers, and billing.

Tools for agencies tracking projects, tasks, resources, and creative deliverables.

Software for architecture and engineering firms managing design, drawings, and project delivery.

Software for planning, executing, and documenting internal and external audits.

Software for valuing businesses using financial modeling and appraisal methods.

Platforms giving clients secure portals to view deliverables, reports, and documents.

Platforms for consulting firms managing engagements, staffing, and time and expenses.

Systems for capturing and sharing consulting firm expertise, methods, and past work.

Software for managing due diligence checklists, data requests, and review workflows.

Platforms connecting clients with subject-matter experts for consultations and research.

CRM platforms for financial advisors managing client relationships and portfolios.

Systems for insurance agencies managing policies, clients, commissions, and renewals.

Platforms delivering financial data, analytics, and research for investment decisions.

Platforms sourcing, tracking, and analyzing mergers, acquisitions, and deal pipelines.

Software for marketing agencies managing campaigns, clients, and media reporting.

Tools for mortgage brokers managing loan origination, applications, and underwriting.

Software for managing press outreach, media contacts, and communications campaigns.

Platforms for service firms managing projects, resources, time, and billing end to end.

Software for real estate brokerages managing listings, agents, transactions, and commissions.

Technology platforms managing mobility policy, expense tracking, and relocation program analytics.

Software for staffing firms managing candidates, job orders, placements, and recruiting.

Software for tax professionals preparing returns and managing regulatory compliance.