Building the perfect tech stack for your accounting firm

45 Minute Webinar
Thursday, January 09 - 8:00PM, UTC

With accounting and technology becoming so intertwined, firm owners and managers are having to become more intentional about the software that they choose. But when the technology ecosystem is already so extensive, and continually growing, it's an extremely difficult task.

How do you decide on the tools and technology that should make up your accounting firm's stack?

In this webinar, we'll be joined by David DiNardo, President and CEO of Envolta Cloud Accounting. David will outline the full tech stack that he has implemented, which has enabled Envolta to become one of Canada's fastest-growing companies, while retaining 99% of their clients.

Register to learn:

  • The tools in Envolta's tech stack, covering all areas of running the business

  • How these tools work together, and the specific workflows they impact

  • How the client experience is impacted

  • David's tips for assessing and identifying the tools that are right for your firm

If you cannot attend at this time, register to receive a recording.

David DiNardo

President and CEO, Envolta Cloud Accounting

Envolta leverages technology, software, advisory accounting and customer service that keeps their clients' businesses moving forward. They were on Ottawa’s fastest-growing company list in 2018 and 2019, and a Canada top 500 growth company in 2019.

Ian Vacin

VP Education & Partnerships, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.


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