The platform and the practice share the same data.
Convenio was built to eliminate disconnected financial tools and fragmented workflows. We combined intelligent software, AI-powered automation, and professional financial expertise into one connected ecosystem that helps individuals, businesses, and enterprises operate with confidence.
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 same professionals who help build and improve the Convenio platform are the trusted experts managing your financial success, tax compliance, strategic planning, and long-term business growth.
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.