The Woodard Report Sponsors

We are extremely grateful for the following companies who have made it possible to provide an ad-free, distraction-free environment for The Woodard Report. Their commitment to delivering exceptional solutions and services to accounting and bookkeeping professionals also extends to their dedication to providing educational and informational content for you, your practice, and your team.

Anchor is reinventing financial workflows for small and medium businesses by simplifying proposals, agreements, invoicing, and payments. By moving away from rigid, PDF-based workflows to digitally native proposals and interactive agreements, Anchor enables businesses to eliminate inefficiencies, reduce revenue loss, and enhance cash flow. Trusted by thousands of accountants and professional-service business owners, Anchor is committed to enabling businesses to thrive in an increasingly complex financial landscape.

Learn More Here

 
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, as well as the ability to pull IRS transcripts, and more. Trusted by over more than 3,000 accounting firms, Canopy’s solutions are SOC2- certified and data- encrypted.

Learn More Here

 
Digits is the world’s first Agentic General Ledger™ (AGL), accounting software that works for you to deliver real-time financials and automate the month-end close. Pairing consumer-grade design with a suite of custom-trained models and agents, Digits saves business owners, accountants, and finance teams countless hours of tedium and frustration every month. 

Learn More Here

 
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use. Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time. Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.

Learn More Here

 
Knowify is a cloud based project management and job costing solution for specialty trade contractors. Using Knowify, contractors can estimate the cost of jobs, bid prices to their clients, track actual labor and material costs, and invoice clients all in one place. Knowify also offers an industry-leading integration with QuickBooks to help automate your accounting and financial reporting. Knowify is the best all-in-one solution for contractors looking to grow their business.

Learn More Here

 

With practice management software designed to scale to the needs of your firm, Mango Practice Management will keep you and your team organized. 

Mango's project and task management software ensures that missed due dates are a thing of the past, with features including a comprehensive project dashboard, customizable workflows, and email notifications. 

Powerful time and billing tools include customizable invoice templates, automated billing, and smart time trackers. Mango also allows for online payments and document sharing through its secure client portal for an improved client experience.  

Mango's cloud-based document management allows you to preview how a document will look to your clients and create email notifications for team members and clients. The document management software allows you to easily share documents and request eSignatures directly from your email. 

Mango's reporting and analytics software helps you determine the health of your firm at a glance. Discover key insights about your firm's performance to determine how to best allocate your firm's resources. 

Mango also integrates with your most-used software, such as QuickBooks, Outlook, Google, and Tax Software to keep track of your information across platforms. 

Visit mangopractice.com to start your 14-day free trial and see what Mango Practice Management can do for you.

Learn More Here

 
Puzzle is a modern, more automated alternative to QuickBooks. Improve your client experience with software that saves time, improves accuracy, and delivers actionable insights—all while improving your bottom line. Puzzle works with you to reimagine how you deliver value to your clients, today and through the AI transformation. Modernize your firm with accounting software designed with you, not competing against you. Learn why Decimal migrated hundreds of clients to Puzzle.

Learn More Here