MULTI-OFFICE MANAGEMENT SUITE
Running a multi-location tax business presents a set of challenges that our solutions were made for.
Multi-Office Management
Create your offices, preparer logins and configure all default templates that your office will use.
Accessibility and control are two of the most important functions to an efficient operation in a multi-office environment. Our dashboard platforms put real-time reporting, management of office configuration/permissions and tax return access at your fingertips. Know what’s going on in your business with certainty from anywhere in the world. These capabilities positively impacts the way many owner’s choose to structure their businesses.
Co-Branding plus Multi-Office Management
One of a company’s most valuable assets is it’s brand. Having a strong brand improves recognition and inspires trust.
Having a strong brand improves recognition, inspires trust, supports your advertising, generates customer acquisition, inspires employees and eliminates confusion. Needless to say, if you are attempting to be a value added reseller of a tax software but are not branded, you are doing yourself a disservice. The problem is, most software companies want to charge you an arm and a leg for branding. Well, as you may have noticed by now… we are not “most” software companies.