Allow you to have a full-time team on board to manage your Salesforce dashboard without having to hire on board Managed IT encompasses all of your organization’s networking, hardware and support needs.
We help our clients achieve full optimization of the Salesforce platform. Our experts can deliver tailor made solutions for any business problem, creating more value for your organization.
SOLUTIONS
We service all small or large organizations in the tax and accounting industry.
Manage Contacts
Manage Deals
Confidential Data Securely
Automated Messages for Following Year
Market to Others in the Service
Manage Tax Return Efficiently
Designate Assignments from a Whole from Home Situation (Request Handlers)
Portal to View Status
Contracts and Document Transfer
Next Year Reminders
Tax Firm Market Their Services to Other Potential Clients
Micronetbd financial services hel advisors connect with clients anywhere in a whole new way. Connect with clients while maintaining highly secure and confidential documents to meet their financial goals.
Why?
Financial services handle day to day relations from meeting clients to collections and signing documents. Salesforce creates a platform to manage all your services onto one system.