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