Why Partners Join Our Cloud

They come to serve you! The individuals, small and large firms, who have joined us have a common need and purpose in our community. They all need customers…JUST LIKE YOU! They all have marketing budgets and “cost of acquisition” of clients as well. That’s why when you bring them a client all ready to buy, and often with a great deal of their intake process done for them, they can afford to give great discounts for the service, pay you for the leads, or in other legal and ethical ways, share in the profit they make. Each industry is different, but almost all have a way of providing you value for bringing them a client. It makes you, the advisor, so powerful to be able to control the relationship, and provide such a large suite of services. It’s a BIG win-win!

Trusted Solutions for Your Business

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Tax Prep Back Office

Advisor Marketing Assistance

CPA Tax