Knuula

Thanks for the shout out Tarek Kadura! Love the support we get from our customers and appreciate their help in making our product and service better for all CPAs.

We are feeling extra grateful this holiday season! It’s been an incredible year for us, and we couldn’t have done it without our amazing community of customers, partners, and supporters. To our amazing customers: Thank you for trusting us to help improve your client engagement process this year. Your hard work and eagerness to better serve your own clients inspires us every day! We hope this season brings you joy, connection, and some well-earned downtime. Here’s to an even more streamlined and successful 2025 together! ?? Merry Christmas and Happy Holidays from the Knuula Team! ??

You do not want to miss this webinar! We are so excited to be presenting with QuickFee again discussing how we can help firms eliminate the busy work that clogs up their ability to serve their clients. Join us!!

Engagement Letters Don't Have to be Scary! For CPA firms, preparing engagement letters can feel like a horror show: time-consuming, repetitive, and sometimes downright scary! But with Knuula, we’re turning those nightmares into treats. ?? Knuula automates and simplifies engagement letters, streamlining the entire process so you can focus on clients—not compliance monsters. ?? From easy customization to fast turnaround, we take the fright out of the engagement process, letting you rest easy. Let’s make engagement letters a treat, not a trick! ?? #HappyHalloween #Knuula #CPA #ClientEngagement

Have you checked out Dynamic Review yet?? The latest feature on Knuula is designed to specifically cover the unique needs that CPA firms face when it comes to preparing and reviewing engagement letters. Dynamic Review lets you view client data and documents side-by-side, so you can make changes in real time and only focus on the information that matters. It’s a serious time-saver, freeing up hours for more important work. Check it out here >>> https://lnkd.in/gbVufHhe

We are excited to introduce Knuula Dynamic Review! Knuula Dynamic Review is a faster and simpler way to produce and review Engagement Letters. By combining the flexibility of our documents, and the power of our database, Dynamic Review allows firms to edit both the document and underlying data, in real-time on one screen. It also allows firms to send multiple service templates to multiple clients, with the same level of speed and customization that users are accustomed to. Watch a video walkthrough here >>> https://lnkd.in/gbVufHhe

Big shout out Rory Henry, CFP?, BFA? for having Jamie Peebles on his podcast, Wealth Management Forward! Listen to hear Jamie share our story, what we do, and where we are heading as we continue to grow and serve the Public Accounting Industry. #accounting #EngagementLetters #startup https://lnkd.in/g4DfBsKf

We are thrilled to have our founder, Jamie Peebles, sitting on the QuickFee Customer Pannel at their ConnectFest in Dallas! Fun conversations about how we are helping firms across the country.

Happy Fourth of July from the Knuula Team! Wishing all of our customers and friends a safe and restful weekend. Can't wait to hear about everyones 4th of July Festivities! #July4th #IndependenceDay #Accounting

We are one day out! We are excited to share our insights that we've gained alongside QuickFee as we help firms optimize their practice. Register now -> https://lnkd.in/ga2uuCSK