If you have a process that includes a lot of back and forth with clients, this service is for you! Provide your clients with a dedicated Client Success Manager to speed along your process.

*Tax Advisors Love This Service

Our Onboarding Specialist will ensure that you have all of the onboarding information you need from your clients. We can also assist in teaching them how to utilize your systems.

*Tax Professionals Love This Service

Having a dedicated Project Manager for your team to coordinate with can be the difference between your project being successful or not. We can set you up with Key Performance Indicators, due dates, and schedule regular check-ins so that you don’t have to!

Need someone for your sales team to check in with? Think of us as your personal Quality Control. This service can be a lifesaver for providers who need contracts signed for each deal. Let our Sales Team Managers ensure that your sales representatives have their paperwork in good order before submitting deals.

Do you have a new system that you need to learn or teach to other employees? We can help with that.

Project Management

Client Success Management

Customer Onboarding

Project Tracking

Sales Team Management

System Implementation