Once Technology
The Only Platform of its Kind
Once's Client Integration Platform takes all client accounting data for your CPA firm, across any platform, and places it in a centralized database with automation tools for reporting, tax, advisory, and more.
Save time. Increase capacity.
Once Technology
Harness The Power Of
Centralize live versions of your clients' accounting files in one platform
- Stop logging in and out of client files
- Never ask for client data again
- Always be looking at current data
Drag and drop consolidations
- Simplify a complicated task once...forever.
- Make different accounting software a non-issue.
Normalize client-customized charts of accounts to firm standards
- Create effective efficiencies in tax preparation and planning
Make book-to-tax adjustments once...forever.
- See real-time taxable income for all your clients.
- Eliminate repetitive annual adjustments.
See "Living-trial balances" based on today's data at any time
- Provide clients with intuitive year-round tax planning.
- Make tax prep the natural, automated result of a continuous tax planning process.
Get real-time alerts and make real-time changes on client accounting issues.
- Catch client data entry issues as they happen.
- Make your clients smarter with proactive tools.
Automate the tax return process
- Eliminate manual data entry on tax returns.
- Improve accuracy and avoid errors.
With Once Your Firm Can...
Increase Capacity through Automation
- The advisory tools needed to help clients
- Stresses less. Eliminates busy-season.
- Automates redundant tasks and busy work.
- Multiplies your margin (time and money).
- Creates real work-life balance.
- Gains time to look at client trends and issues.
- Brings real-time issues and questions to your fingertips
Once's automation tech has freed up so much of my time spent on tedious and redundant tasks. Now I can focus on what matters - growing my business and serving my clients.
- Tim, CPA
Firm Owner
Benefits to your clients
With ONCE, your clients...
- Receive proactive service from your CPA.
- Spend less time with back and forth minutia and communication.
- Receive real-time tax planning.
- Gain a better understanding of where they stand.
- Get active engagement risk analysis.
- Increase financial confidence for decision-making.
- Find unique confidence in their partnership with you.
- Be closer to tax filing earlier than ever.
Once has found a solution to the age-old problem of workflow compression… We are looking forward to utilizing this revolutionary concept to greatly enhance our productivity and client service!
- Bob Wilson, CPA
Partner, EW Tax
Benefits To Your Bottom Line
With ONCE, your firm...
- Multiplies realization.
Real example: Realization [billing rate vs. collection rate]
(went from 85% to 200%) - Spreads out the tax planning process from 60 days to 479 days.
- Gains unforeseen global insights into consolidated entities.
- Eliminates uncoordinated adjustments (attest and tax is married).
- Stresses less. Eliminates the busy-season.
- Increase capacity.
- Multiplies your margin (time and money).
- Multiplies staff retention.
Most of our solution providers help us make 3-foot putts in our firm - easy problems with easy fixes. Once helps us make 90-foot putts.
- Jason Pedigo, CPA
Our Partners
A Game-Changer
We have been looking for a trial balance import software for quite some time. We are so excited about Once and all the additional features, besides the trial balance, that it has to offer! This is a huge game-changer for us, not just for tax prep, but also for tax planning purposes. It's great to finally have a product built with tax professionals in mind!
Larissa Cooper, CPA
COO, Mod Ventures, LLC
A New and Revolutionary Way
Once has found a solution to the age-old problem of workflow compression… We are looking forward to utilizing this revolutionary concept to greatly enhance our productivity and client service!
Bob Wilson, CPA
Partner, EW Tax
No More Surprises
Once has eliminated the headaches around tax filings for our company. My accounting team isn’t required to spend any time gathering and sending data, as their technology has automated the data gathering process. Any questions they do have about last year were not sprung on me right before the deadline, they were brought to my attention real-time and we were able to adapt as it happened.
Nick Bouras, Client User
CFO, All My Sons Moving & Storage