Leading with Technology to Support our Clients


Recently one of our strategic partners, Hubdoc, released its “Top 50 Cloud Accountants of 2018 in North America” and we are humbled to see ATAX Franchise, Inc. recognized amongst amazing industry leaders for the third year in a row.

By Joel Lacayo, Head of Growth, ATAX Franchise Inc

Hubdoc’s co-founder/co-CEO Jamie Shulman wrote that The Hubdoc Top 50 is “a recognition program designed to celebrate forward-thinking advisors in North America who are embracing cloud accounting and bookkeeping technology. “


Cloud technology has been making life easier for people for years. Think about it. In our daily lives, from almost anywhere in the world, we have the technology that allows us to communicate and share messages, pictures, and even live videos of our experiences. Some people can literally plan the day, schedule trips or picks, and connect with anyone without having to lift a single finger. It is an amazing time to be alive!


Yet, though our personal lives have reached a new standard of living, it has been the business world that has been slow to adopt and implement technology properly. At ATAX, we are constantly looking to make life easier and simpler for all of our clients by using modern tools.


In the early part of 2018, we introduced ATAX Live to meet the needs of our growing client base. Our clients are able to download an app to easily upload required documents, receive live updates on the status of their tax filing, and even live video chat with a trained professional tax preparer whenever and wherever they are! This is another example of how we are growing with the needs of our clients.


Within the Bookkeeping and Accounting Industry, modern tools allow us to be more open and available for each and every one of our clients. As a Xero Platinum Advisor, a Gusto Gold Partner, ADP Advisory Board Member we are pioneering the use of technology with our businesses. Entrepreneurs are able to not only track their financial figures more accurately but are making informed financial decisions that impact their business’ ability to grow. We are proud to serve the modern business owner in automating many of the mundane transactional work and allowing them to focus on the most important aspect of their day to day: their business.


We are very thankful and appreciative in being recognized as a company that leverages cloud technology in assuring a more collaborative and fruitful partnership between ourselves and each one of our clients. At ATAX, we invite you to find out how we showcase that our team is about more than just numbers!


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