A new kind of accounting firm management software.
We can’t tell you how to be an accountant, but we can teach you how to be an owner.
Services
A Wide Variety of Services to Simplify Your Accounting Practice
User-Friendly
Intuitive, simplified dashboard and accountant’s toolbox to put everything you need at your fingertips.
CRM
Easy access to client data and transcripts from the IRS, as well as a secure portal for file sharing.
Practice Management
Quickly and easily assign projects and tasks to staff, and view billable rates, daily reports, and timecards.
Knowledge Base
Processes, forms, and agency contact info: everything about accounting firm management, all in one place.
Vendor Center
From envelopes to hard drives, organize your office vendor information and place orders efficiently.
Wholesale Rates
Affordable wholesale pricing for accountants. The best part: you get to decide what to charge your clients.
Our Mission
Real people, real solutions
With 25+ years of experience in accounting practice management, we know a thing or two about how to run a firm. We strive to do what’s best for our clients, and we know that you do, too. That’s why we’re committed to providing the best products and service around.
Our vision
One-stop-shop for accounting practice management
No more cluttered files or multiple apps. Everything you need to run your accounting firm is all right here.
Why Us
Why Choose TAO?
Easy-to-use Dashboard
Simple, intuitive, and no needless layout changes. A smart workflow to keep business running smoothly.
Unique Features
A vendor center where staff can place work orders without having to run it up the chain, and a knowledge base full of helpful tips, articles, forms, and step-by-step instructions on a variety of accounting processes. All this, on top of all the features you’ll use every day.
All-in-One Software Suite
Quickly overview staff assignments. Easily track billable hours. Find client and agency information at the tap of a button. Reorder supplies and exchange documents in a secure portal. All this and more, online or desktop, whenever and wherever you want. A software suite dedicated to the needs of you, your staff, and your clients. It’s a win-win-win situation.
