Associated Software(s)

Salesforce:

Our CRM platform helps you go deeper with all your metrics and data; you could also set up a dashboard that showcases your data visually. In addition to this, you can also have personalized outreach with automation. Another significant benefit is that this CRM platform can also improve our customer service’s ability to help customers or a sales team’s outreach efforts. Utilization of this CRM includes; scheduling, opportunity tracking, as well as day to day task management. This is by far the most robust and used software we have and you should become very comfortable with it and how it impacts your role on the team.

Microsoft Office:

Our cloud-based productivity platform includes apps like Microsoft Teams that we use for video conferencing,  Outlook for your company email, and OneDrive for team meetings and goal tracking along with the usual Word, Excel, PowerPoint.

Proseries:

Proseries is how we process all our client’s tax returns. ProSeries is a tax software that allows you to file returns by managing the tax preparation process from collecting and importing data automatically to filing returns.

SmartVault:

SmartVault is  online document storage and secure file sharing. This is where we host digital copies of our clients tax returns and original documentation.

Intuit / Intuit Link:

Intuit Link is an online portal for you and your accountant to connect and deliver tax documents to complete your tax return.