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.