The platform and the practice share the same data.
We built Convenio because our clients kept managing three separate logins to do one job. The software and the advisory practice were designed together from day one.
Tired of telling clients to use another tool
Our founders spent years in licensed tax practice watching clients bounce between bookkeeping software, payroll apps, and seasonal preparers who never talked to each other. The advice was sound; the system was broken.
So we built the integration ourselves. One data layer, one login, one team of credentialed professionals who can see everything in context—not in separate silos.
Every advisor holds active licensure
Enrolled Agents, CPAs, and certified advisors—not contractors brought in for tax season. The team that built the platform is the team that works your account.
Lead Tax Strategist
Director of Accounting Services
Head of Compliance & Advisory
Twelve years in tax resolution and compliance for sole proprietors and S-corps. Designed the advisory layer that runs inside Convenio.
Built the Convenio Books architecture from the ground up. Oversees client accounting workflows and the platform's financial reporting engine.
Leads Offer in Compromise and tax resolution cases. Trains the advisory team and maintains the compliance protocols baked into the platform.