Schedule A Free, 15-Minute Demo With A Tax Expert

And Learn How A CPA Software Tool Gives You The Competitive Edge

CPA firms are notorious for having certain client management disparities. Whether there is a serious lack of communication between your internal partners or you have too many gaps in client program planning, management inconsistencies like these stifle your firm's success.

That's why many firms are now implementing a CPA partner software tool into their processes - a comprehensive way to see and manage all outsourced specialty tax service activity under each partner.

During a free, 15-minute consultation with a tax expert, you'll receive a demo on the following beneficial features of CTI's proprietary CPA partner tool:

  • In two simple steps, your client data (client names are kept confidential) is imported into the software tool.
  • The software automatically scores what benefit programs each client should pursue, so you never miss an opportunity.
  • All data is tracked by partner, so you have total insight into what's happening with each client.
  • Customization features allow you to set up the software to best suit your data management needs.

Complete the form to speak with an expert Tax Navigator at CTI and discover how a CPA partner tool helps you gain back control over your firm.

 
Schedule a free, 15-minute demo to learn about the benefits of utilizing a CPA software tool.