Case Studies

See how we’ve helped accounting firms and family offices save time and scale up their businesses with our Automated Investment Reconciliation Solution.

For over 60 years, Fuller Landau has provided a broad spectrum of accounting and tax services for private businesses, high net worth families, and the advisors who serve them.

Founded in 1946, GGFL LLP is one of Ottawa’s oldest locally owned and operated accounting firms, and with a team of eight partners, three associate partners and over 90 staff, one of the city’s largest.

Since opening their doors in 1987, S+C Partners has served as a full-service CPA and advisory firm, providing professional accounting, advisory, and tax services all across the Greater Toronto Area.

Geib & Co

Geib & Company is a Calgary-based family business that has provided clients across Western Canada with unparalleled accounting, consulting and tax services for over 60 years.

Clark & Horner is a boutique accounting firm located in the heart of downtown Toronto. Over the last 25 years they have taken care of taxes, accounting, and more for high-net worth individuals, their estates, and their businesses.