"As a tax firm owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, and what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time, and effort to implement it. If we can’t understand it all, we have to invest/pay another person to understand and implement it all.
As a subscriber to multiple software platforms to keep our Tax Firm at the forefront of the industry, I can truly say that this software makes my job as the CEO a simpler one. meaning that I can see new clients coming in from multiple resources. Our company follow Headlines up, conversions, current client’s information, sales, and special offers in one Image place."
"As a tax firm owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, and what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time, and effort to implement it. If we can’t understand it all, we have to invest/pay another person to understand and implement it all.
As a subscriber to multiple software platforms to keep our Tax Firm at the forefront of the industry, I can truly say that this software makes my job as the CEO a simpler one. meaning that I can see new clients coming in from multiple resources. Our company followHeadlines up, conversions, current client’s information, sales, and special offers in one place."