We Cooperate With Brokers, Advisors and Associations
WE THINK SERVICE SHOULD BE SHOCKINGLY HELPFUL
Which is why thousands of businesses trusting our network rely on our committment to first name basis customer service and professional advice aimed at getting results.
The more information the better, so we share it all- from best practices to alerting you when account information has been changed.
If we build connectivity, partners will come. You tell us which trusted partner you want to integrate data with, and we get it done.
CLIENTS IN OUR SWEET SPOT ARE COMPANIES WITH ONE TO HUNDREDS OF EMPLOYEES WITHOUT A LARGE HR DEPARTMENT
We welcome new clients from any industry that have been doing their own payroll or are underserved by their current provider. We especially impact businesses focused on improving cash flow issues or compliance woes.
Connecting To Make Our Customers Stronger
WE VALUE CONNECTION
Retirement Plan Advisors and TPA’s
Health Insurance Brokers/ Employee Benefit Plans
CPA’s (particularly those with a financial/insurance practice)