Executive
CFO: Trio Health
CEO: Alessandra Lezama
Acquisitions
- (December 26, 2017) Acquired Commercial Logic, practice management, and workflow tools provider
- (November 2017) Acquired HotDocs, a document automation provider
- (May 2017) Bought practice management software maker Office Tools
- (2017) Acquired Cloudnine Realtime, cloud hosting provider for accounting firms.
Services Offered
- Technology-as-a-Service (TaaS) hosting for legal and accounting firms
- Customer relationship management and business management
- Private cloud solutions
Target Customer: professional services sector
