We’re excited to welcome Dania Vega to our founding GTM team! With her extensive experience working with tech-forward accounting firms at Karbon, we’re thrilled to have her onboard. Welcome to the team, Dania! 🚀
About us
Kipsi is a software platform that enables accounting firms to run their client engagements efficiently. Leveraging AI and automation, firms use Kipsi to manage client information requests and conduct comprehensive R&D tax credit studies with increased accuracy and faster turnaround time. Kipsi frees up valuable resources for firms to focus on what truly matters: delivering exceptional service and driving growth. Innovative firms like Aprio, Frazier & Deeter, Sensiba and Tanner use Kipsi to deliver exceptional digital client experiences at scale. Kipsi is based in the Bay Area but we are a remote-first company.
- Website
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https://www.kipsi.tax/
External link for Kipsi
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- San Francisco Bay Area (Remote)
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
Get directions
San Francisco Bay Area (Remote), US
Employees at Kipsi
Updates
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Our team had a great time at the Accounting Today Firm Growth Forum learning from incredible speakers like Randy Crabtree, Bruce Ditman & Randy Johnston. We also had a blast connecting with some amazing people at the firms we work with. It was wonderful to see you in San Diego, Matt Roberts, Michael Maksymiw, CPA CGMA MSA & Monic Ramirez!
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We had a fantastic time discussing R&D tax credit technology and enjoying a game of darts with the Calvetti Ferguson team. 🎯 Thank you Bryan Valencia, Dylan Glenn, Robert Lloyd, Erika Morais, Sean Shumpert, P.E., Samantha Marsh, & Julianna Lopez, EIT for having us!
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🌟 New Hire Alert! 🌟 We are thrilled to announce that Ryan Palmer has joined the GTM team! Ryan brings a wealth of experience from his time at KPMG (where he earned his CPA 😎 ) and holds a Master’s in Accounting from Kansas State University. His expertise is a fantastic addition to our team, and we can't wait to see the amazing things we'll achieve together.
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Excited to announce that Ty Beck has joined the GTM team! 🎉 Ty brings a wealth of experience from the fintech industry. We're thrilled to welcome him as a founding Account Executive. Welcome aboard, Ty!
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We will be at the Accounting Today Firm Growth Forum next week! Want to learn how Kipsi can boost your client engagement efficiency? Swing by our booth to learn more and meet our amazing team!
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#TBT to when our founders got blasted with paint cannons at Frazier & Deeter's offsite. 🎨 Thank you Thomas Zavieh, CPA-MST-MBA, Sheila Anderson, Allen Tobin, Abigail Hsieh, Ryan Lynch, CPA & Ted Kalina for the memorable time!
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Congratulations to our amazing customer Calvetti Ferguson for being recognized by Accounting Today as a Top 100 Regional Firm!
Calvetti Ferguson is proud to be named an Accounting Today Regional Leader for the fourth time! We are honored to be among great companies on the list in the Southwest region. Read more about our recent recognition: https://hubs.la/Q02sVm8X0 #AccountingToday #RegionalLeader #growth
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Excited to announce Ryan Vertelney has joined Kipsi as our very first GTM hire! Ryan brings extensive startup experience, specifically within the fintech and tax industry. We're delighted to have him onboard as a founding Customer Success Manager!
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We are hiring for multiple Account Executives and Full Stack Engineers! Check out our open roles on Wellfound: Engineering: https://lnkd.in/g54JJWHr Sales: https://lnkd.in/gzM3MyNa
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