CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters.

Operating Systems

Software

CARET

CARET's headquarters in San Diego, CA, United States

The office at 1 Yonge St specializes in technology and customer support, focusing on software development and people management.

1 Yonge St

Jay Kuhlman

Raphael Lopez

Alan Fong

Jeff Woods

Alexandra Paquette

Kristy McKnight

Director Of Infrastructure

Andrew Conway

Melinda Davila

Vlad Katsovich

Mark Bean

Mark Schatz

This department focuses on designing, developing, and maintaining software applications and systems.

Software Development

The Customer Success Team at CARET is dedicated to ensuring clients maximize the value of technology and automation solutions delivered to legal and accounting firms. This team proactively engages with clients, providing onboarding, training, and ongoing support to enhance user experience and satisfaction, ultimately driving client retention and long-term partnerships. Through personalized service and expert guidance, they empower clients to refocus on their core competencies.

Customer Success Team

This department is responsible for driving revenue through customer acquisition and relationship management.

Sales Department

This department focuses on providing technical support and solutions to enhance client satisfaction and engagement.

Client Services

The Engineering Team at CARET is dedicated to designing, developing, and maintaining innovative software solutions that enhance the efficiency of legal and accounting practices. With a focus on automation and cloud technologies, this team collaborates to create scalable systems that empower professionals to streamline their workflows and improve overall productivity. Their expertise in software engineering, systems architecture, and DevOps ensures that CARET remains at the forefront of technological advancements in the industry.

Engineering Team

This department manages financial records, ensures compliance with regulations, and oversees financial reporting.

CARET

Org chart

Board & advisors

Teams

Software Development

Customer Success Team

Sales Department

Client Services

Engineering Team

Accounting Department

Offices

CARET

Org chart

Board & advisors

Teams

Software Development

Customer Success Team

Sales Department

Client Services

Engineering Team

Accounting Department

Offices

Related companies