Sharra Chan - CEO
Sharra Chan’s father has had a CPA practice for over 40 years. She grew up in the business. Her Engineering degree coupled with the accounting environment led to her innovative ideas in bringing cloud technology to CPA’s with her first endeavor by creating cloud based income tax software from 2006 – 2010 called Orange Door, Inc. In 2012, she was honored as the first recipient of the Innovation and Collaboration Opportunities (IC Opportunities) Innovative Opportunities Award. This award was created to acknowledge a person who takes on the hard work of changing the profession (public accounting) – a person who has a commitment to his or her vision and the ability that others have overlooked. Her cloud-based tax preparation software, Orange Tax Suite Pro, is a cloud platform partnered with multiple applications that allows accountants, their clients, and financial service providers the power to select the products that best meet their needs.
Sharra also witnessed how her father was receiving tax related documents from his clients that were forwarded from many different applications. She decided there must be a better way. Why couldn’t there be one central location in the cloud where you could gather all those apps and use them interactively as well as have the capability to share specific documents securely with others? She has seen other applications do some of this on a limited basis but not at this level. Why not have a cloud-based platform could be used by not only accountants, but individuals, financial service industry, and other businesses as well. So with this idea in mind, she began in 2012 to develop this technology and called her new company Flinx for financial links.
Greg Martinez – Partner
Mr. Martinez is a Successful Software Content Architect / Project Manager / Developer with more than 15 years of experience in providing state-of-the-art corporate and personal tax solutions in the Information Technology sector. He is well versed in all aspects of accounting practices, IRS code and regulations with the ability to integrate complex transactions into easy to use, reliable software solutions. He has a record of success in leading project teams, mentoring team members, managing stakeholders communicating a clear vision of the project goals. He has been a content architect at Intuit, a senior analyst programmer at Thompson Creative Solutions, and a senior analyst at CCH, a Wolters Kluwer business. While at Intuit, he rewrote Intuit’s income tax electronic filing software from the obsolete proprietary format to the new government format Modernized e-File (MeF) and completely changed the tools and processes to develop this feature.
Saeid Hirbodi - Partner
Mr. Hirbodi is an accountant with more than 20 years of experience. He is the founder and managing director of SRH Financial Consultants. As an Accountant, he has filed thousands of corporate, partnership and individual taxes, as well as prepared hundreds of clients for audits by the IRS, the California State Board of Equalization, the Franchise Tax Board, and the Employment Development Department, settling millions of dollars with these agencies on behalf of his clients. Mr. Hirbodi previously served as chief financial officer of DentalExchange.com, a company he helped take public in 2002, personally raising $25 million. He has extensive experience in the medical field, where he has worked as a management consultant to more than 500 dental and medical offices. He holds a B.A. in business administration from California State University, Fullerton. He is the founder and CEO of the document and workflow software Orglow.
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