United Cloud Partners Services has years of hard work, dedication and innovation that have come together, providing marketing and closing tools for the financial services industry. The services are all built on a solid foundation of state-of-the-art private IT in a highly secure facility.
- Sarbanes-Oxley Compliant
- 100% Regulatory Compliant
- SSae16 facility
- IRS-IRB 145
- Exceeds NAIC / FINRA
- Gramm-Leach-Bliley compliant
- HIPAA compliant
- Suitability
- IRS circular 230 compliant
New legislation including Dodd-Frank has been passed and there is more yet to come that is going to demand a high standard of compliance and suitability. We are always ahead of the industry. Passwords for computers are a dinosaur and current hackers have proven it on the nightly news. We are the future!
Trusted Solutions for Your Business
Tax Prep Back Office
Advisor Marketing Assistance Programs
CPA Tax Bank