CLIENT ENGAGEMENT
A perfectly blended software and accounting services experience
We are committed to a great client experience, and partner with companies who help us improve upon or expand this highly engaged process. See below to understand how we engage clients throughout the lifecycle.
Our customer lifecycle is dynamic, but closely managed for high-satisfaction through both our services and our products. Here's a look at those stages and milestones in our innovative engagement points.
OUR PRODUCTS AND SERVICES
World-class technology combined with actual accountants
Accounting software is just the beginning of what we do. While our software solutions make it easy for small businesses to manage their critical bookkeeping and tax needs, it's all supplemented with an actual team of accountants to drive successful outcomes.
Here's a full view of our software feature-set.
PARTNER ENGAGEMENT PRACTICES
Delivering horizontal value to our clients -- and partners
We rely on partners to round-out a great offering for our clients to succeed in building and running a business. From revenue sharing through leads to integrated technology solutions, we run the spectrum in partner engagements.
See what typical engagements look like below.
Our dynamic technology stack built on leading platforms allows us to bring partner offerings into our solution and deliver a smooth, seamless customer experience where both partners benefit.
