HELP CENTER

As a Managing Director

This is a “done-for-you” entrepreneurial opportunity like no other.

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Talk to specialist today if you need features to support compliance needs.

"You don't have to be a heart surgeon to own a hospital." - Bill Hall

Hello and welcome!   This is a done-for-you business model. It is a complete ecosystem where you wear only one hat and promote the tax professionals in your back office.Attracting CPAs is and has been our unique value proposition for many years. We’re unique because CPAs see us as tax.  

Start getting work done your way

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Work On your business as an entrepreneur

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PRICING

PACKAGE ONE

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$ 59
/Month
  • Store, Sync, Share
  • Mobile Apps
  • Unlimited Client Users
  • Unlimited Client Users
  • Outlook/Gmail Users
  • Outlook/Gmail Users

PACKAGE TWO

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$ 89
/Month
  • Store, Sync, Share
  • Mobile Apps
  • Unlimited Client Users
  • Unlimited Client Users
  • Outlook/Gmail Users
  • Outlook/Gmail Users
  • Advanced Collaboration
  • Advanced Security
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PACKAGE THREE

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$ 169
/Month
  • Store, Sync, Share
  • Mobile Apps
  • Unlimited Client Users
  • Unlimited Client Users
  • Outlook/Gmail Users
  • Outlook/Gmail Users
  • Advanced Collaboration
  • Advanced Security
  • Advanced Security
  • ESignatures

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Airtight Virtual Data Rooms Lockbox security for your most sensitive deals, including M&A, clinical studies, fundraising and more.

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