Single sign-on web portal, financial aggregation system, mobile app, and state-of-the-art website
Enter Cogniance. Streamlining access to 1-800Accountant’s products, and delivering simple-to-use technology. A new single sign-on (SSO) portal for a suite of products (Client Books, Virtual Tax Organizer, and Tax App) was developed. Complex third party software integrations were mastered, and new high-value features were delivered. But the game-changer was the new financial institutions’ aggregation system. The ability to sync bank and credit account transactions to the system, categorize them, and generate financial reports was transformational. Because it slashed time and energy spent for customers and in-house accountants alike. Complexity made simple.