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Resources to Help You Manage & Grow Your Practice


Small Business Lending Solutions

With help from Biz2Credit, secure financing from $5,000 to $1 million without having to go from bank to bank and filling out mountains of paperwork.

Comprehensive Payment Solutions

Accepting payments shouldn’t be taxing. Benefit from BluePay’s simple, secure and integrated payment solutions.

Financial Services & Wealth Management

Add value for your clients and more revenue potential by becoming a Financial Advisor through HD Vest Financial Services.

Audit and Identity Theft Assistance

Protection Plus relieves the stress and frustration of your clients when they receive a letter from the IRS or have their identity stolen.

Easy and Secure Client Payroll

Easily manage client payroll and increase your bottom line by building a profitable payroll business with SurePayroll.

Ongoing Professional Education Courses

Trust Surgent to help you become an Enrolled Agent, maintain your credential, or earn the AFSP Record of Completion.

Digital Marketing Made Easy

Your business should command attention. Webiquity is the simple, affordable way to help your business look great and get found online.

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