2025 Annual Report: shaping the future of accounting together
Discover the vision shaping the future of accounting — and why we believe the profession’s best years are ahead.
Get an inside look at the product decisions and long-term strategy guiding our platform.
Meet the people behind the platform — and the culture that fuels our innovation, growth, and customer success.
Understand how firms worldwide are adapting their workflows, client experience, and team structure in the age of AI.
Winner Comprehensive Firm Workflow Solution
Download 2025 Annual Report
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What’s inside the report
Explore our perspective on the next decade of accounting — the role AI and automation will play, and how people and purpose will guide the future of the profession.
How AI can empower accountants to serve clients more personally and help grow their teams, not replace them.
Why investing in junior talent and human connection builds long-term value.
How firms that focus on trust, relationships, and scalability will define the next era.
The role we’re playing — building the platform, community, and tools firms need to thrive in this new age.
The future of accounting starts now – and you’re building it with us
Let firms tell you themselves
Winner Comprehensive Firm Workflow Solution
Chris Farris, Chief Operations Officer for Foundation Group, 50+ employees, 3,000+ clients
Lisa Sheldon, founder of Blueridge Tax Accounting, 100+ clients, 5 employees
Chris Brumlow, Managing Partner, Brumlow and Company, 10+ employees
John Siebert, CPA and owner of Siebert & Associates, 1,000+ clients, 10 team members