Practice mgmt
What tech stack tools are firms using beyond the standard/well-known options?
1:10:01From the June 3 call · MCP Connectors, Custom Portals, and AI Tax Workflows in Practice
One firm's stack: TaxDome for tax, Digits (referred to as "double") for bookkeeping, Google Workspace since they're a Google shop, and Anchor for proposals and payment processing. Anchor was highlighted as good because it charges a flat $5 per transaction versus much higher fees charged by other payment/proposal tools. Ignition was mentioned as a liked tool but considered too expensive.
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