You know tax and accounting
We know web design and online marketing!

  • Powerful modern website that looks good on a desktop, mobile or tablet.
  • The tools you expect plus some you may not know you needed.
  • Secure Portal with RightSignature – send documents securely through email even.
  • End the back and forth emails just to set up an appointment. Show your available times and take appointments right from your website. Two-Way Sync with your Google calendar.
  • Break out of the “old school” templates from companies offering monthly rental on a website. Get a website you are proud of when you hand out your business cards.

STOP RENTING A POORLY DESIGNED 

NON-REVENUE PRODUCING WEBSITE

Take full advantage of the
POWER of the Internet for your firm.  

Work with someone who understands it.

>>> THAT’S US <<<

Who can create and implement the
PLAN to your maximum benefit.

Get Your PLAN

Professional Web Design

Professional, modern websites that you can be proud to represent your firm.

All the tools you need to move to being a “cloud accountant”  – meaning – easy automation, less snail mail, secure online tools.  All this will save you time, increase your profits and increase your client base.

30+ pages of professionally written content is provided or we can use your or have new SEO rich content written for you.
Your website will alway look great no matter what device your clients are viewing it on. Mobile friendly to make Google happy as well.
Add as many pages as you need.
Clients can login to your website to view their engagement letters, and other details that are personalized for them.
Blog is a great way to add new content to your website. Search engines love to see new, relevant content. Even if you don’t have time to blog, we have a solution for you. Our professional writers can write search engine friendly content and post it to your website at scheduled times. Share on social networks and more.
Easy to add images and videos
Short videos to attract and educate your clients on a wide variety of topics.
Easy to update your website yourself with easy drop and drag design. Grab a section, move it anywhere on the page. Quick and Easy!

cloud_cpa_devices

Be Ready for Tax Season – Contact Us Today

Offer BizPlan, AgriPlan or FlexPlans

biz_agri_combined

AgriPlan (for farmers) and BizPlan are medical reimbursement programs that enable qualified small business owners to deduct 100% of federal, state, and FICA taxes for family medical costs, and on average save $4,000 or more a year.

Flex Plan from TASCOnline.com

FlexSystem is an IRS Code Section 125 Cafeteria Plan that enables employees to pay for eligible expenses on a pre-tax basis – an instant savings of nearly 30% for the employee! For you? Benefits costs are controlled without restricting choices, and you pay less in Social Security tax for every dollar of employee participation. (FLEXIBLE SPENDING PLAN)

See Details

Secure Portal & Electronic Signatures

Go paperless and simplify your workflow. Quickly exchange QuickBooks files, monthly statements, tax returns and more. Send forms for signature with the click of your mouse. Organize client data with templates and processes designed for accountants. We’ll even custom brand your file-sharing portal, so your clients see your logo, not ours.

  • Sync folders from your computer to client folders automatically
  • Email files or request them from the ShareFile dashboard.
  • Getting Signatures is as easy a couple clicks of the mouse.

Complete online systems for your firm

  • We make sure your business showing up in searches your prospect are doing.
  • Posting and engaging with on your social networks to build client and prospect trust.
  • Search engines love new content. We add new content on your blog. Another task to cross off your list.
  • Client newsletters that are professionally written and designed that get open and read.

Does Online Marketing Really Work?

  • 90,963 people saw our ads in less than 3 weeks time
  • 2814 visited our website – Cost under $500

We think that’s a BIG YES IT WORKS! >more

social media management for tax professionals
More Clients – More Profits – Yes! I want it! Contact Us Today

Complete “Tool Box”

Get Everything You Need to be More Efficient!
  • End the back and forth emails to set up appointments. Easy online appointments that sync with your calendar.
  • Online Engagement Letters you sign electronically and client can sign with finger or mouse or via RightSignature.
  • Online video conferences are a breeze – share documents, white board, your screen. Use as a 1 on 1 appointment or hold conferences with many.
  • Pull everything into one place with a customer relations management system (CRM). Integrate your website, your clients, emails and documents for each of your clients.
  • Email workflows automate make staying in contact easy. Example: Send automated emails to remind clients to gather their tax documents in January, send another as tax time moves closer. Also use to contact prospective clients. We will even set everything up for you. Works for single person office or multi-partner firms.

Technology is changing the way businesses do business.  Tax professionals and accountants are becoming “cloud based” – meaning it’s all Internet driven.  Stay ahead of the curve and your competition.  We’ve included the best “cloud” tools for your firm to use.

Work from anywhere life takes you.

Become an accountant of the future using today’s technology.

YES! I want this for my Tax Firm. Contact Us Now!