Case Study: TAS TradeSoft achieves streamlined global collaboration and automated financial reporting with Copper

TAS TradeSoft Takes On Financial Projects & More with Copper

TAS TradeSoft, led by CEO John Logan, is a global software and application development firm that faced the dual challenge of managing high volumes of customer data and running complex financial projects that required custom reporting. Their previous Google Drive/Gmail workflow left data fragmented and hard to organize, slowing collaboration across offices in the U.S., Europe, South America and Asia.

By adopting Copper—seamlessly integrated with Google—and connecting Active Collab via Zapier, TAS TradeSoft automated project and invoicing workflows, captured rich contact and social data, and built recurring revenue forecasts into Copper’s reporting. The result: streamlined processes, better team visibility and collaboration across regions, faster payments, and accurate forecasting without manual spreadsheets.

TAS TradeSoft

John Logan

CEO