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Move a small bookkeeping firm onto AI-native accounting software

who Steve Tonkin, owner of Steve Tonkin & Company, a family-run bookkeeping firm in Lakewood, Colorado (a Digits customer story published in CPA Practice Advisor)

The problem

Legacy accounting software and spreadsheets slowed reconciliation, and he lost 12 to 15 hours to software support issues.

What happened

As reported by CPA Practice Advisor: about 20% time savings right away and faster reconciliation, with five clients moved so far. He projects 30 to 50% long-term gains (a projection, not a result).

Vendor case study Source: CPA Practice Advisor (2026-04-15) · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.

How to set it up yourself

1. Move one or two clients first.
2. Compare reconciliation time before and after.
3. Move new clients straight onto the new system.

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