Avantax Wealth Management
Build wealth for your clients with Avantax Wealth Management’s holistic approach to financial services. As a tax professional, your unique insight into your clients’ financial situation allows you to uncover opportunities that other Financial Professionals often miss. Create tailored plans based on life goals, tax-based financial opportunities, and unbiased investment solutions.
BluePay offers comprehensive payment processing solutions to fit every tax preparer’s needs, while providing the highest level of data security in the industry to help keep you safe from fraud. Whether you want to accept credit cards and ACH through your business software, key information into a virtual terminal or swipe cards using your smartphone or tablet – BluePay has you covered.
Biz2Credit’s small business loan experts can help entrepreneurs secure financing from $5,000 to $1 million without having to go from bank to bank and filling out mountains of paperwork. It’s all done online through Biz2Credit’s efficient online platform that connects borrowers with pre-screened lenders. Biz2Credit’s team of dedicated loan specialists helps borrowers choose the right loan products and submit all required paperwork in order to quickly secure capital.
Tax preparers nationwide are making client payroll easy. Grow clients and revenue with SurePayroll by becoming a reseller. You profit by reselling our service. Simply enroll your clients and easily manage client payroll through our secure partner dashboard. There’s no upfront investment required and you get discounted wholesale pricing allowing you to choose the markup per client.
Trust Surgent to help you become an Enrolled Agent, maintain your EA credential or earn the AFSP Record of Completion. Surgent’s EA Exam Review Course will help you take your career to the next level by helping you become an Enrolled Agent (EA) as quickly as possible.
Track1099 is a Silicon Valley-based business started by Stanford University graduates committed to the environment and increasing efficiency in government processes. We’ve served the accounting and business communities for over five years. Track1099 allows users to efficiently manage the 1099 process from start to finish.
Webiquity is the simple, affordable way to help your business compete online. We help tax preparers look great and get found online, where your clients are looking for you, on a computer, tablet or phone.