Experience with client portal, document management, workflow, or tax software platforms, including HubSync, Salesforce, the CCH Axcess Platform, and CCH ProSystem fx Scan & AutoFlow, is helpful but not required. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.