How Our Tools Work for You

Bringing Peace of Mind Through Smart Technology

We know change isn’t always easy—especially when it comes to technology. Many of our clients have been with us for decades, and we don’t take that trust lightly.

As a CPA firm, we’re required to keep up with the IRS’s Written Information Security Plan (WISP) guidelines and other industry standards. That means investing in secure, efficient, and reliable systems. But we’re not just checking boxes. Each change we’ve made has been thoughtfully implemented to give you a better, safer experience—while keeping costs as reasonable as possible.

Here’s a look at the tools in our tech stack, and how each one helps us serve you better.

Gusto – Smarter Payroll That Works for Everyone

We’ve transitioned all payroll processing to Gusto, a robust platform that offers a stronger product at a similar price to our legacy systems.

  • Employees can access their paystubs and tax forms anytime.
  • Direct deposit is included with every plan.
  • Optional add-ons like PTO tracking, onboarding, and benefits integration give you room to grow.

With this partnership, our clients get a modern, secure payroll solution—with more features and flexibility—without paying more. 

See our profile on Gusto.com

Soraban – Your Secure Client Portal

Originally added to help gather tax documents, Soraban is now the central hub for securely sharing and storing documents of all types.

  • Protects your personal and business data through bank-level encryption.
  • Helps us comply with IRS and AICPA standards for document handling.
  • Allows you to access and download your files anytime, without needing to call or email.

It’s safe, organized, and available whenever you need it. Access it anytime at app.rlacpafirm.com

QuickBooks Online – Real-Time Accounting Collaboration

With QuickBooks Online, we can work in the same books at the same time—keeping your records accurate and up-to-date.

  • Bank feed integrations reduce manual data entry (and billing hours). 
  • Bookkeeping and reconciliation tasks can be handled by specialists, with complex issues escalated to senior accountants. 
  • Seamlessly connects with many industry-specific tools for a fully integrated solution.

This flexible setup keeps costs efficient while ensuring the right person handles the right task.

Groove – No More Dropped Emails

Groove helps us manage shared mailboxes like office@ or payroll@ so your requests never get lost in the shuffle.

  • Allows us to respond even when someone is sick or on vacation.
  • Tracks every request to ensure follow-up.
  • Makes it easy to escalate issues when senior-level input is needed

Groove ensures accountability and responsiveness—so your emails don’t go into a black hole.

ClickUp – Keeping Projects and Deadlines on Track

ClickUp is the engine behind our internal project management system.

  • Tracks every project, big or small, with assigned team members and due dates.
  • Enables us to set up checklists, quality reviews, and contingency plans.
  • Ensures continuity if a team member is out unexpectedly.

This means fewer missed deadlines and a more consistent experience for you.

Fathom – See Around Corners with Forecasting

Our newest tool, Fathom, helps bring proactive strategy into your financial picture.

  • Forecasts cash flow so you can plan with confidence.
  • Allows us to run “what-if” scenarios to evaluate major business decisions.
  • Supports better tax planning and long-term strategy

With Fathom, we can help you move from reactive to resilient.

Final Thoughts

We know adopting new tools takes time and patience. We’re here to guide you every step of the way. These upgrades weren’t made lightly—they’re part of our long-term commitment to better serve and protect you. Thank you for evolving with us.

Your Role in Our Shared Success

Correct Channels

Use the correct shared email addresses to submit documents or requests

Timely Deadlines

Submit materials by agreed-upon deadlines to avoid delays

Security Protocols

Use your secure client portal for sensitive files—please don’t email or text these

Review & Sign

Review and sign engagement letters promptly to help us get started

Open Communication

Let us know if you need help with anything—we’re here to support you every step of the way

Thank you for partnering with RLA. Our systems are designed to protect your business, respect your time, and care for our team—so we can serve you with excellence for the long term.