Services

Connected Solutions’ consulting services are 100% free to CPA firms. The business model we use is structured in a way whereby the source of revenue comes from the array of different types of software providers known as our network of preferred Vendor Partners (*note- link ‘Vendor Partners’ to the site’s Vendor Partners page). As such, this allows us to remain free from bias to one particular vendor, while at the same time offer our services, advice, and introductions at zero cost to your firm!

Less Paper!

A truly “Paperless” office is mostly a myth in the industry when considering the amount of paper that even the so called “Paperless” firms still manage. The real goal to making an accounting firm more efficient and
automated falls into a category we like to call “Less Paper”. Less paper equates to better organization, improved collaboration with your clients, and efficiency gains realized by the benefits of modern automation.
The key to understanding the products and practices that best fit your firm can be found in the way we divide the ‘Less Paper’ spectrum and consult with you on the various pieces that fit into the overall puzzle.
Because every firm is a bit different from the next, it is important to discover the most optimal combination of software usage, processes, and automation goals that will ultimately makeup the best pathway to your
firm’s discovery of software utilization.

Software Platforms we focus on

Though our core competency is found in the expertise we provide in the area of records management, workflow, client file sharing, digital signatures, PDF prep, and automated document delivery; Connected Solutions, LLC
covers a wide range of technology bases and software showcases in the following areas:

  • Practice Management
  • Time & Billing
  • Document Management
  • Tax return integration and automated delivery
  • Digital Signatures
  • E-Organizer Checklists and client workpaper inventory
  • Workflow-BPM
  • File collaboration – trading documents with your clients securely Online
  • Remote Networks
  • Search Optimization
  • API Integration management