Make data work for you

Secure collaboration with your clients in the cloud. We help you get the information you need, when you need it.

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AWS Security Infrastructure
Automated tools for maximum efficiency

It’s as easy as 1, 2, 3

Our entire experience has been crafted to make this tedious process, easy. Through use of automated tools we can pull data securely and efficiently, reducing both your time and your client’s time spent on gathering information.
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Customize your client experience and tailor your data requests to exactly what you need
Send your request
Send your clients requests that are pertinent to their specific tax situation
Receive data
Access the data in a secure, unified format for immediate use

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