AccounTrac

What AccounTrac does

AccounTrac, Inc. is a privately held professional services firm that operates an orthodontic payment compliance system for dental and orthodontic practices in the United States. The company is headquartered in Vero Beach, Florida, and is a subsidiary of J.M. Shoemaker Consulting, Inc., also founded by Jackie Shoemaker. AccounTrac's core function is to rehabilitate delinquent patient accounts, monitor collection status monthly, and act as an extension of a practice's front-office staff — explicitly positioning itself against third-party collection agencies by framing collections as a patient relationship management activity.

The platform is delivered through integrations with five major orthodontic practice management systems — OrthoTrac (Carestream Dental), Ortho2, Cloud9Ortho, TopsOrtho, and Dolphin Imaging — which provide AccounTrac with direct access to patient accounting data. Remote client support is delivered via Splashtop SOS across Mac, Windows, and iOS. The company is led by Founder/CEO Jackie Shoemaker (30+ years orthodontic experience, accounting degree from Miami University of Ohio), COO Kayla Hoorelbeke (15+ years in the vertical, MBA magna cum laude from the University of Miami), and CTO Casey Hoorelbeke (former professional baseball pitcher, Indiana University). The leadership structure is family-run.

The business model is direct B2B sales of professional services to orthodontic practices on a quote-based engagement basis. There is no publicly disclosed pricing, no external funding raised, no published customer logos, and no app distribution. The firm employs between 11 and 50 people, with a small named leadership team supplemented by additional operational staff. Revenue model is service-fee-based professional services revenue tied to client practice engagements.

Name

AccounTrac

Legal name

AccounTrac, Inc.

Website

https://accountrac.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

AccounTrac is a US-based professional services firm that provides payment compliance and delinquent account rehabilitation for orthodontic practices, integrating directly with major practice management software platforms to manage collections as a practice-staff extension.

Ownership category

akta.pro rank

Product category

Healthcare Revenue Cycle Management

NAICS

Collection Agencies (561440)

SIC

Services-Consumer Credit Reporting, Collection Agencies (7320)

akta.pro primary industry

Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)

Keywords

• Orthodontic payment compliance
• Patient accounting services
• Accounts receivable management
• Dental practice consulting
• Practice management integration

Headquarters

HQ city

Vero Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Orthodontic Payment Compliance Services: Service-based model providing payment compliance and collection rehabilitation for orthodontic practices. Works as an extension of practice staff to rehabilitate delinquent patients while maintaining patient relationships.

Go-to-market motion1 record

Distribution channels1 record

Core offering

AccounTrac provides an orthodontic payment compliance system that helps dental practices manage collection activity, rehabilitate delinquent patient accounts, and maintain accurate patient accounting. The service integrates directly with leading orthodontic practice management software (OrthoTrac, Ortho2, Cloud9Ortho, TopsOrtho, and Dolphin Imaging) to monitor every delinquent account each month, rehabilitate patients while preserving relationships, and act as an extension of practice staff rather than a third-party collection agency.

Product overview

AccounTrac is a single unified product—an orthodontic payment compliance system. The core platform focuses on collection activity management and delinquent patient rehabilitation, designed to integrate seamlessly with the practice's existing practice management software (OrthoTrac, Ortho2, Cloud9Ortho, TopsOrtho, and Dolphin Imaging) to access patient accounting data and maintain accurate account balances.

Differentiator

Problem solved

Functional benefit

Products and services

• AccounTrac Orthodontic Payment Compliance System End-to-end payment compliance and delinquent patient rehabilitation service for orthodontic dental practices that integrates with the practice's existing practice management software to monitor delinquent accounts monthly, conduct customized collection activity, and maintain accurate patient account balances while acting as an extension of practice staff.

Quantifiable outcome

• Extraordinary monetary benefits in just a matter of months
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core.

• OrthoTrac (Carestream Dental)coreTechnology or IntegrationIntegration with OrthoTrac practice management software from Carestream Dental, enabling access to practice data for accurate patient accounting and payment monitoring.
• Ortho2coreTechnology or IntegrationIntegration partnership with Ortho2 practice management software, allowing seamless data access and account monitoring for orthodontic practices.
• Cloud9Ortho SoftwarecoreTechnology or IntegrationCloud-based practice management software integration with Cloud9Ortho for real-time data access and payment compliance monitoring.
• TopsOrthocoreTechnology or IntegrationIntegration with TopsOrtho practice management system enabling seamless connectivity for patient accounting and collection activities.
• Dolphin ImagingcoreTechnology or IntegrationIntegration partnership with Dolphin Imaging software, supporting orthodontic practices with comprehensive practice management data access.
• J.M.Shoemaker Consulting, Inc.coreStrategic or Co-development PartnerParent company and consulting firm founded by Jackie Shoemaker. Provides comprehensive financial guidance and strategic consulting for orthodontic practices. AccounTrac operates as a service extension of this consulting relationship.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• CareCredit (Synchrony Financial): CareCredit, owned by Synchrony, is the dominant patient financing product for dental and orthodontic procedures. It addresses patient affordability and payment compliance through third-party financing — an adjacent approach to AccounTrac's collections-based model.
• Meduit: Meduit is a healthcare-focused revenue cycle management and patient-pay collections provider serving hospitals, physician groups, and specialty practices. It is comparable to AccounTrac as a healthcare AR/collections outsourcer, though it operates at significantly larger scale and across multiple specialties.
• Rectangle Health: Rectangle Health provides payment processing, patient financing, and practice management technology to healthcare and dental practices. It overlaps with AccounTrac's payment-compliance and patient-billing workflows at the dental/orthodontic practice level.
• Curve Dental: Curve Dental provides cloud-based practice management software for dental practices with payment processing and patient communication features. It is comparable to AccounTrac as a technology vendor embedded in dental practice operations, though it is PMS-led rather than services-led.
• IC System: IC System is a debt collection and accounts-receivable management firm with a healthcare vertical. While not dental-specific, it competes for outsourced patient-balance recovery work that overlaps with AccounTrac's service offering.
• Carestream Dental (OrthoTrac): Carestream Dental makes OrthoTrac, one of AccounTrac's core integration partners, and offers a broader dental/orthodontic software portfolio. It is comparable as a PMS incumbent that could vertically integrate payment-compliance features competing with AccounTrac.

Direct peers

• OrthoBanc: OrthoBanc provides patient billing, payment processing, and collections services purpose-built for orthodontic practices. It is the closest direct competitor to AccounTrac, operating in the same vertical with overlapping payment-compliance and AR-management functionality.
• OrthoFi: OrthoFi offers patient acquisition, contract management, and automated billing/collections for orthodontic practices. It competes for the same practice budget as AccounTrac by automating patient payment workflows and reducing in-practice collections burden.

Emerging players

• Sunbit: Sunbit provides point-of-sale patient financing for healthcare and dental services, including orthodontics. It overlaps with AccounTrac's mission of reducing patient payment friction in orthodontic practices, but does so through financing rather than collections.

Others

• Mango Voice (PatientPop / Tebra): Tebra (formerly PatientPop/Kareo) provides practice management, patient communication, and billing automation for independent practices. It is thematically comparable as a technology platform reducing administrative burden in small healthcare practices — an ecosystem competitor to AccounTrac's service model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/informedimage
• LinkedInlinkedin.com/company/accountrac-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AccounTrac