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Designed & engineered specifically for Dental Practices. Adit is the only dental software that integrates Calls, Texts, Emails, Patient Forms, Online Scheduling, Analytics, Reviews, Payments and more, all in one place! These features are all manageable within Adit's centralized platform, along with detailed insights on all marketing campaigns – Google Ads, social media marketing, or even billboards and flyers. https://www.adit.com
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Save time with systemized content marketing strategies and productivity tips. Do you feel you’re running after a squirrel when it comes to consistently creating, organizing, and managing your content creation? Do you find yourself thinking, seriously, how do you even organize content? Without always wondering, where did I put that thing? More often than not, you find yourself going down a rabbit hole when it comes to locating any of your old content it is scattered and disorganized. You know ...
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Legal Files has been in this business for 30+ years and knows what it takes for you to be successful. Government agencies, corporations, universities and insurance companies rely upon Legal Files to successfully organize workflows and manage operations. From centralizing and organizing your contacts, documents, emails, calendars, etc. to seamlessly integrating with Microsoft Outlook, Legal Files offers the latest technology to help you get the job done more efficiently and more efficiently. ...
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Task Management Software for Accountants

Accounting Practice Management

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Transform your accounting workflow with Taxaroo's cutting-edge task management software designed exclusively for accountants. Say goodbye to the chaos of tax season and embrace a seamless and efficient approach to managing your tasks. Our intuitive platform streamlines your daily operations, allowing you to prioritize, delegate, and track tasks effortlessly. With customizable features tailored to meet the unique needs of accountants, Taxaroo ensures that you stay on top of deadlines, collabo ...
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CPA firm management software

Accounting Practice Management

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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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Read More: https://www.fundingo.com/achieve-seamless-loan-processing-the-benefits-for-capital-for-change-inc-with-fundingo/ In an era where efficiency and customer satisfaction reign supreme, Capital For Change Inc has embraced cutting-edge technology to transform its loan processing operations. By implementing seamless solutions from Fundingo, the…
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Enhance Your Wellness Coaching with Flodesk Email Marketing In this episode, we dive into the importance of email marketing for health and wellness coaches, why it should be a priority in your marketing strategy, and how Flodesk can be the perfect tool to elevate your email game. We’ll explore five key reasons email marketing is essential for coach…
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Read More: https://www.fundingo.com/revolutionize-your-lending-strategy-fundingo-s-software-for-forward-community-investments/ In today’s rapidly evolving financial landscape, traditional lending methods are being challenged by innovative solutions that prioritize community impact. Fundingo's software stands at the forefront, offering tools that no…
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Read More: https://www.fundingo.com/drive-growth-with-fundingo-how-agilecap-llc-leverages-salesforce-for-loan-solutions/ In the fast-paced world of finance, AgileCap LLC stands out by harnessing the power of Salesforce to revolutionize their loan solutions. This innovative approach not only streamlines operations but also enhances customer engageme…
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Read More: https://www.fundingo.com/enhancing-financial-services-fundingo-s-role-in-city-national-bank-s-success/ In the fast-paced world of finance, the collaboration between Fundingo and City National Bank stands as a testament to innovation and growth. By integrating advanced technologies and personalized service offerings, Fundingo has enhanced…
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Read More: https://www.fundingo.com/optimize-loan-management-insights-from-alerus-on-using-fundingo-s-salesforce-platform/ In today's fast-paced financial landscape, optimizing loan management has become essential for success. Alerus showcases how they harness the power of Fundingo's Salesforce platform to refine their loan processes and enhance cu…
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Read More: https://www.fundingo.com/empowering-lenders-the-impact-of-fundingo-for-baltimore-community-lending-inc/ In the heart of Baltimore, Fundingo is reshaping the landscape of community lending, creating pathways for local lenders to connect with small businesses and families in need. This initiative not only provides essential financial suppo…
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Read More: https://www.fundingo.com/elevate-your-loan-origination-fundingo-s-solutions-for-agcountry-farm-credit-services/ In the rapidly evolving world of agriculture, Fundingo is at the forefront of transforming loan origination processes for AgCountry Farm Credit Services. By integrating advanced technology with traditional lending practices, Fu…
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Read More: https://www.fundingo.com/unlocking-efficiency-loan-servicing-and-management-with-fundingo-on-salesforce/ In an era where efficiency is paramount, Fundingo is at the forefront of transforming loan servicing and management through Salesforce. This innovative approach not only simplifies operations but also enhances customer experiences, al…
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Read More: https://www.fundingo.com/transforming-underwriting-how-accion-benefits-from-fundingo-s-innovative-software/ In today's fast-paced financial landscape, Accion is embracing innovation to transform its underwriting process. With Fundingo's cutting-edge software, the organization is streamlining operations and enhancing decision-making, allo…
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Read More: https://www.fundingo.com/streamline-your-lending-process-discover-fundingo-s-salesforce-com-software/ In the rapidly evolving landscape of lending, efficiency is paramount. Fundingo’s Salesforce.com Software offers a revolutionary approach to streamline your lending process, transforming how tasks are managed and enhancing communication …
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Read More: https://www.fundingo.com/efficiency-meets-growth-the-role-of-fundingo-in-farm-credit-illinois-success/ In the evolving world of agriculture, Fundingo is at the forefront of enhancing the financial landscape for farmers in Illinois. By harnessing innovative technology, Fundingo empowers Farm Credit Illinois to streamline operations and pr…
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Read More: https://www.fundingo.com/innovative-loan-solutions-how-city-national-bank-thrives-with-fundingo-on-salesforce/ City National Bank is at the forefront of innovation in the banking sector, embracing cutting-edge loan solutions that redefine the customer experience. By leveraging Fundingo on Salesforce, the bank has optimized its lending pr…
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Read More: https://www.fundingo.com/empowering-cdfis-the-african-american-alliance-s-journey-with-fundingo/ In an era where financial access is crucial for community growth, the African American Alliance has embarked on a groundbreaking journey with Fundingo to empower Community Development Financial Institutions (CDFIs). This collaboration serves …
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Read More: https://www.fundingo.com/revolutionizing-loan-operations-how-beneficient-utilizes-fundingo-s-software/ In an era where speed and efficiency are paramount, Beneficient has taken a bold step forward by implementing Fundingo's state-of-the-art software to transform their loan operations. This strategic partnership allows Beneficient to stre…
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Read More: https://www.fundingo.com/seamless-origination-the-impact-of-fundingo-s-solution-on-baltimore-community-lending/ In Baltimore, a transformation is underway as Fundingo's innovative solutions reshape the community lending landscape. By enhancing access to capital, local businesses are experiencing newfound growth and resilience, fostering …
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Read More: https://www.fundingo.com/maximize-loan-management-altcap-s-experience-with-fundingo-on-salesforce/ In the rapidly evolving landscape of financial technology, AltCap has embraced innovation by integrating Fundingo with Salesforce to revolutionize its loan management process. This transformative partnership has led to significant enhanceme…
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Read More: https://www.fundingo.com/transforming-underwriting-how-alerus-benefits-from-fundingo-s-software/ In the evolving landscape of finance, underwriting has undergone a significant transformation, driven by cutting-edge technology. Alerus, a prominent player in this field, has embraced Fundingo's innovative software to revolutionize their und…
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Read More: https://www.fundingo.com/maximizing-efficiency-in-loan-servicing-a-case-study-on-calvert-impact-capital/ In the ever-evolving landscape of finance, maximizing efficiency in loan servicing is paramount. This case study on Calvert Impact Capital highlights innovative strategies that not only streamline operations but also enhance the borro…
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Read More: https://www.fundingo.com/future-proof-your-lending-how-fundingo-supports-agilecap-llc/ In an era where financial agility is paramount, the collaboration between Fundingo and AgileCap LLC shines as a beacon of innovation. Leveraging the latest in technology and data analytics, AgileCap is redefining lending practices to navigate the compl…
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Read More: https://www.fundingo.com/empowering-cdfis-the-role-of-fundingo-in-african-american-alliance-s-success/ In the heart of thriving neighborhoods, Community Development Financial Institutions (CDFIs) are igniting a movement of empowerment among African American communities. Fundingo plays a pivotal role in this transformative journey, provid…
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Read More: https://www.fundingo.com/streamlining-loan-processes-lessons-from-elevation-capital-s-adoption-of-fundingo/ In the rapidly evolving landscape of finance, Elevation Capital has embraced innovation by adopting Fundingo’s platform to transform its loan processes. This strategic move has not only streamlined operations but has also significa…
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Read More: https://www.fundingo.com/unlocking-financial-potential-fundingo-s-solutions-for-baltimore-community-lending/ In the heart of Baltimore, a financial revolution is taking place, driven by Fundingo's commitment to community lending. This initiative is not just about providing loans; it's about empowering residents and local businesses to ac…
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Mastering Marketing Funnels for Wellness Coaches In this episode, we dive into how wellness coaches can create and use effective marketing funnels to attract and convert potential clients. We break down the AIDA model—Awareness, Interest, Desire, Action—and show you how to apply it to your wellness business. We’ll walk you through real-world exampl…
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Read More: https://www.fundingo.com/efficient-loan-origination-with-fundingo-success-stories-from-accion/ Efficient loan origination is revolutionizing the way businesses access funding, and the success stories from Accion illustrate this transformation. With Fundingo's innovative approach, the typical hurdles of securing loans are being dismantled…
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Read More: https://www.fundingo.com/loan-management-made-easy-insights-from-city-national-bank-s-experience/ In today's fast-paced financial landscape, managing loans efficiently is crucial for both lenders and borrowers. Insights from a leading national bank illustrate that simplification is achievable through innovative strategies. By embracing t…
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Read More: https://www.fundingo.com/revolutionizing-loan-servicing-a-deep-dive-into-fundingo-s-salesforce-software/ In the rapidly evolving world of loan servicing, Fundingo's Salesforce software stands at the forefront, revolutionizing how lenders operate. By integrating cutting-edge technology, this software streamlines processes and enhances cus…
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Read More: https://www.fundingo.com/transforming-underwriting-processes-how-agcountry-farm-credit-leverages-fundingo/ In the rapidly evolving world of agricultural finance, AgCountry Farm Credit is at the forefront of innovation by transforming its underwriting processes. By harnessing the power of Fundingo's advanced technology, they are implement…
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Read More: https://www.fundingo.com/innovation-in-financing-how-kiva-leverages-fundingo-s-salesforce-software/ In an era where access to financial resources can determine the success of budding entrepreneurs, Kiva has emerged as a transformative force in microfinancing. By harnessing the power of Fundingo's Salesforce software, Kiva is revolutioniz…
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Read More: https://www.fundingo.com/revolutionizing-loan-servicing-the-benefits-for-baltimore-community-lending-inc/ Revolutionizing loan servicing has become a vital initiative for Baltimore Community Lending, Inc. By embracing innovative technologies and personalized support, they are enhancing the borrowing experience for their clients. This tra…
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Read More: https://www.fundingo.com/effortless-loan-management-how-billd-utilizes-fundingo-s-salesforce-expertise/ In the rapidly evolving landscape of finance, Billd is at the forefront of revolutionizing loan management by leveraging the robust capabilities of Fundingo's Salesforce expertise. This partnership transforms traditional loan processes…
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Read More: https://www.fundingo.com/enhance-underwriting-accuracy-fundingo-s-salesforce-solutions-for-alerus/ In the rapidly evolving world of finance, Alerus is redefining underwriting accuracy through the innovative application of Fundingo's Salesforce solutions. By harnessing powerful analytics and streamlined workflows, Alerus is not only enhan…
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Read More: https://www.fundingo.com/accelerate-your-lending-journey-fundingo-solutions-for-five-star-bank/ In the rapidly evolving world of finance, the need for efficiency and innovation has never been more critical. Fundingo Solutions is at the forefront of this transformation, specifically designed to enhance the lending journey for Five Star Ba…
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Read More: https://www.fundingo.com/optimizing-loan-processes-fundingo-s-impact-on-charter-schools-development-corporation/ In an era where educational institutions are seeking innovative solutions to funding challenges, Fundingo stands out by transforming the loan processes for Charter Schools Development Corporation. By integrating advanced techn…
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Read More: https://www.fundingo.com/unlocking-efficiency-loan-origination-software-tailored-for-alta-west-capital/ In the competitive arena of lending, efficiency is paramount. Alta West Capital has adopted an innovative Loan Origination Software specifically designed to streamline their processes and enhance productivity. This tailored solution no…
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Read More: https://www.fundingo.com/empowering-community-development-fundingo-s-solutions-for-african-american-alliance-of-cdfi-ceos/ In the heart of urban landscapes, communities are transforming through innovative financial solutions tailored for the African American Alliance of CDFI CEOs. This article delves into how Fundingo is spearheading eff…
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Read More: https://www.fundingo.com/transform-your-lending-process-loan-software-built-on-salesforce-for-accion/ In today's fast-paced financial landscape, organizations must evolve to meet the demands of their clients and streamline their operations. Accion is at the forefront of this transformation, harnessing the power of Salesforce to create an…
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Read More: https://www.fundingo.com/optimizing-loan-processes-the-success-of-five-star-bank-with-fundingo-software/ In the rapidly evolving landscape of banking, Five Star Bank has emerged as a leader by embracing innovative technology to refine their loan processes. By integrating Fundingo software, the bank has not only automated cumbersome workf…
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Read More: https://www.fundingo.com/streamline-your-loan-management-how-agcountry-farm-credit-benefits-from-fundingo/ AgCountry Farm Credit has embraced innovation by partnering with Fundingo to transform its loan management process. This collaboration has led to significant improvements in efficiency, reducing the burdens of paperwork and streamli…
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Read More: https://www.fundingo.com/loan-software-revolution-the-role-of-fundingo-in-charter-schools-development-corporation/ In the rapidly evolving world of charter school financing, Fundingo stands at the forefront, revolutionizing the way schools secure essential funding. By integrating cutting-edge loan software, Fundingo simplifies the often …
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Read More: https://www.fundingo.com/innovative-financing-solutions-the-partnership-between-farm-credit-illinois-and-fundingo/ In an age where agriculture faces numerous challenges, the partnership between Farm Credit Illinois and Fundingo emerges as a beacon of innovation. This collaboration is reshaping the financing landscape, providing farmers w…
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Read More: https://www.fundingo.com/maximizing-profitability-how-capital-for-change-inc-benefits-from-fundingo/ Capital For Change Inc. is at the forefront of financial innovation, harnessing the power of Fundingo to reshape its economic landscape. This strategic partnership has opened doors to essential capital, enabling the organization to not on…
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Read More: https://www.fundingo.com/salesforce-com-integration-elevation-capital-s-journey-with-fundingo-software/ In the fast-evolving landscape of finance, Elevation Capital embarked on a transformative journey by integrating Salesforce with Fundingo software. Faced with numerous operational challenges, the firm sought innovative solutions that w…
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Read More: https://www.fundingo.com/empowering-cdfis-fundingo-s-impact-on-the-african-american-alliance-of-cdfi-ceos/ In a world where financial barriers often hinder progress, Fundingo emerges as a beacon of hope for Community Development Financial Institutions (CDFIs), particularly within the African American Alliance of CDFI CEOs. This article d…
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Read More: https://www.fundingo.com/enhancing-loan-management-success-stories-from-baltimore-community-lending/ In the heart of Baltimore, community lending has become a beacon of hope and empowerment. Through tailored loan products and support, individuals and businesses are realizing their dreams and transforming their lives. This article delves …
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Read More: https://www.fundingo.com/streamlined-underwriting-solutions-how-agilecap-llc-benefits-from-fundingo/ In the rapidly evolving financial landscape, AgileCap LLC has embraced innovative underwriting solutions that redefine efficiency and accuracy. By harnessing the power of Fundingo’s advanced technology, AgileCap has streamlined its proces…
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Read More: https://www.fundingo.com/unlocking-efficiency-loan-servicing-software-for-accion-on-salesforce-com/ Accion is transforming the landscape of loan servicing by integrating cutting-edge software on Salesforce.com. This innovative approach not only enhances operational efficiency but also elevates the customer experience, allowing Accion to …
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Read More: https://www.fundingo.com/achieving-lending-success-why-forward-community-investments-trusts-fundingo-s-solutions/ In the evolving landscape of community-focused finance, Forward Community Investments (FCI) stands at the forefront of lending success, leveraging the innovative solutions provided by Fundingo. This partnership addresses the …
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Read More: https://www.fundingo.com/transforming-loan-origination-the-power-of-fundingo-for-alerus/ In today's rapidly evolving financial landscape, Fundingo is at the forefront of transforming loan origination for Alerus. By leveraging cutting-edge technology and innovative solutions, Fundingo streamlines processes, allowing financial institutions…
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Read More: https://www.fundingo.com/leveraging-salesforce-for-effective-loan-servicing-a-case-study-with-city-national-bank/ In the evolving landscape of financial services, City National Bank stands out by effectively leveraging Salesforce to transform its loan servicing operations. This case study highlights the bank's journey in overcoming tradi…
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