Once Technology

The Only Platform of its Kind

Once takes all of your clients' accounting files and brings them together in real-time. Allowing you to unify data and perform at levels of efficiency and proactivity never before possible in modern accounting.

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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.

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.

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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.

- Nick Bouras
Business Client User

Benefits To Your Staff

With ONCE, your team...

  • Has the jobs they want.
  • Creates real work-life balance.
  • Eliminates wasted busy-work.
  • Eliminates overtime.
  • Has time to work year-round.
  • Stops working on Saturdays
  • Gains time to look at trends and problems.
  • Takes spring break with no repercussions.
  • Gets to the "some day" list.

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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.

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We are so excited about Once and all the features that it has to offer! This is a huge game-changer for us, not just for tax prep, but also for planning purposes.

- Larissa Cooper, CPA
Mod Ventures

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