Michelle Röse, Founder COO, and CFO of Breakaway Advising, first shared this framework at Intuit Connect. In this live follow-up session, she goes deeper on the touchpoints that deepen trust, spark conversations, and position you as indispensable — and shows how that same system unlocks upsells others are leaving on the table.
Users can select multiple cloud companies in an organisation and queue them up for an update
User will now experience a new My Companies page and Consolidated group landing page
Fathom has received ISO27001 certification and been issued with the SOC 2 Type 1 report
Users can import a Sage 50 Accounts company by uploading an exported chart of accounts and Trial Balance.
Users can import accounts payable/receivables for QBO and Xero companies that matches the reporting they would see in the source system.