Blackline firm

VIP SALES

VIP Sales

PRIVATE EQUITY FIRMS

For large organizers with custom needs and expect the highest level of customer service.

Banks/Trusts

Become an on-line Preparer. Prepare where and when you want and get paid instantly!

Family Offices

For customers who want a fast on-line experience, including mobile app tracking, using our E-Commerce service store.

Franchises

Plug-in your CPA practices to our technology platform, Features include our 48 hour preparation services, plus a sales and client retention program.

Big 4/Regional Firms

For large organizers with custom needs and expect the highest level of customer service.

Commercial Real Estate

Become an on-line Preparer. Prepare where and when you want and get paid instantly!

Senior Housing

For customers who want a fast on-line experience, including mobile app tracking, using our E-Commerce service store.

Property Management

Plug-in your CPA practices to our technology platform, Features include our 48 hour preparation services, plus a sales and client retention program.