Smart software helps us serve your practice faster, more accurately, and with better insight.

As a dentist, you rely on advanced tools, digital imaging, practice management systems, secure portals, to diagnose, treat, and manage your patients efficiently. We do the same on the accounting side. Behind every timely tax return, clear financial report, and helpful planning conversation is a thoughtfully chosen tech stack that enables us to support your dental practice better and faster.

Small accounting firms like ours invest heavily in software to deliver the level of service you expect. According to the 2024 Rosenberg Survey, on average smaller accounting firms like ours spend 3.5% of their revenue on IT and software. That can translate to more than $5,800 per employee, per year because doing the job right requires the right tools. And just like you, we invest where it matters.

Here’s a glimpse of what that looks like in action:

• For tax preparation: We use Lacerte and SurePrep to prepare, review, and file returns quickly and accurately.
• For planning: Money Tree helps us provide personalized financial planning tailored to your long-term goals.
• For business property tax filings: Torqueware helps streamline this often-overlooked area, especially important for practices with high-value equipment.
• For bookkeeping and payroll: QuickBooks Online (QBO) remains our go-to platform for day-to-day accounting support.
• For client communication and security: We use Wolters Kluwer for document storage, billing, project tracking, and secure file sharing. LastPass protects all logins and client data, while Canopy gives us instant access to IRS transcripts when needed.
• For customer service and marketing: HubSpot helps us stay in touch with our clients and provide helpful resources throughout the year.
• For collaboration and efficiency: Microsoft Office and Adobe are part of our daily toolkit, helping us work smarter, not just harder.
• For industry-specific advice: We purchase a nationwide dental fee report each year, which shows us percentile-based fee benchmarks by ZIP code. This helps us advise you on pricing adjustments to remain competitive and profitable.

We don’t choose technology for the bells and whistles; we choose it to help you run a better, more informed, and more profitable dental practice. Our systems eliminate redundant tasks, reduce the chance of errors, and give you a more complete financial picture, all while saving time and increasing responsiveness.

This is why our clients often tell us it feels like they’ve gained an internal finance team without the overhead when working with Edwards & Associates. We believe dental practice owners  deserve high-level support that fits their size and budget, and we make sure every dollar invested in your accounting works as hard as you do.