Preferred Software Partnerships

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Xero Certified Advisors

SMART is a certified Xero Gold Partner and a known power-user for many years. In addition, we're the official Xero Ambassador for the Dallas, Fort Worth Partner Community. We can provide initial setup and ongoing management of your Xero account.

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QBO Certified ProAdvisors

We've been a Quickbooks Online ProAdvisor since 2013, and we're growing our client base on this cloud-based system. With new third party integrations being added daily, we've become more likely to recommend QBO to undecided clients.

Gusto Preferred Partner

Gusto is our preferred Payroll & People Advisory Platform. Multiple SMART staffers are People Advisory & Accelerator Certified, and we've been a preferred Gusto Partner for several years. We're also quite proficient in Gusto payroll migrations.

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Fathom Power-Users

Our Strategy team LOVES using Fathom to create insightful reporting, fast cash flow forecasting and actionable financial insights for our clients needed guidance and direction.

PowerBi

We use PowerBi both internally and externally to unify data from several different sources. By doing so, we're able to create interactive, immersive dashboards and reports that provide actionable insights and easily-digestible business analytics.

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Bill.com Bill-Pay

We're quite proficient in using Bill.com for bill pay functionality within both QBO and Xero Accounting Systems. We also help set it up and manage the integration for clients that might not have implemented it originally or correctly before.

Third Party Integrations

Xero integrates with a large network of verified, third party add-on applications to help you manage all aspects of your business. These include point of sale, time tracking, inventory management, invoicing, and job systems. Plus a wide range of other specialized softwares that you can search by industry, function, department, etc.

Try Xero for Free

SMART can help set you up with your own free trial of Xero. This doesn't require a longterm contract and you can easily upgrade or downgrade your package at any time after the free trial has commenced. You can also do this yourself, but it helps to have a seasoned veteran do it FOR you to ensure it's configured properly from the get-go.

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