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We’re All About Making the Process Seamlessly Better

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SCHEDULE YOUR DEMO

How does it work?

Steps as easy as 1-2-3

  • Our tool uses web-based technology to collect the needed information to track the prospect, obtain the census data, and then design the plan. 
  • Once designed, the user can prepare a branded presentation ready for delivery via email or printed form.
  • The standard presentation recognizes the tax rate of the entity in generating the comparison so the most efficient plan can be determined, explained to the prospect, and sold.
  • Once a prospect is a client, census data can be accessed from the annual data collection source import/export tools and the same illustrations computed in a single process versus multiple ones. This allows the administrator to present multiple choices at the same time as a single option. Saving time and money.

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