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Our Work

For decades, CPAs and EAs in public practice have laid a foundation of trust with clients by competently handling confidential financial data and performing core services such as tax preparation. Today, forward-thinking CPAs are building on that foundation, expanding their business offerings, nailing down new revenue streams and cementing a more profitable position as their clients’ trusted business adviser (TBA). – JOA May 2012

Case Studies

Our propietary software

Confidential Information Questionnaire - Input

The (CIQ) Data Input Questions with answers DEMO

Confidential Information Questionnaire - Output

The (CIQ) Output and Planning Opportunites – DEMO

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