Case Study: Indiana CPA Society modernizes accounting and reporting with Leaf Software Solutions and Sage Intacct

Indiana CPA Society streamlines accounting for 7,100 members with Leaf Software Solutions

The Indiana CPA Society (INCPAS) faced a challenge when its legacy accounting software reached end-of-life, lacking critical tax updates and forcing heavy reliance on clunky processes and Excel. Vice President of Finance Jenny Norris was concerned about the financial and time commitment for a new system, especially at the start of the COVID-19 pandemic, but needed a cloud-based solution with robust reporting and better API connections to their CRM. They selected the Sage Intacct financial management solution implemented by Leaf Software Solutions.

Leaf Software Solutions implemented Sage Intacct with a collaborative process that involved simultaneous setup and training, which allowed INCPAS to have "skin in the game." The solution required minimal customization and included key integrations, leading to a smooth implementation. The results included a significant reduction in reliance on Excel, improved day-to-day operations and reporting, and time savings. For Leaf, the project was a success that helped INCPAS build internal confidence and lead by example for its members by moving its own accounting to the cloud.

Indiana CPA Society (INCPAS)