To keep pricing to a minimum, customer support is on a limited basis. Please email with any questions and we will reply by the end of the next business day. If you prefer to talk via phone, please email and suggest three dates and times that work for you. Will do our best to accomodate your schedule. Thank you for your support of our CPA firm.

Recorded tutorials

A small investment in training will pay you dividends. We provide you with a number of video tutorials to help you gather information efficiently, earn high margins, set expectations with clients and answer questions.

Live training

We highly recommend that you schedule a live webinar. The webinars will only take about 15 minutes and you can participate from the comfort of your home or office. During this time, we can show you our service and answer any questions.