Delta Wealth Advisors advertises itself as a one-stop shop for a reason. The wealth advisory, tax, and FP&A teams work tightly together so clients don’t have to juggle five or more touchpoints...
Sagan Financial Group replaced a messy, notification-dependent intake with Truss, slashed prep time roughly in half, and built a custom MCP on Truss’s APIs to automate client onboarding...
Foard and Company is a CPA firm in Charlotte, N.C. that was founded in 1964. After replacing a manual, PDF-focused intake process, the firm earned a 94% positive client rating in its first year with Truss...
Balancing tax and advisory is challenging enough for any firm, but the Akopyan Group, CPAs is attempting to do so while growing by acquisition...
HRX CPAs was built around a core belief: Financial success shouldn’t come at the expense of family time or peace of mind. The Irvine, Calif. firm specializes in multi-generational wealth planning...
KSZ Advisors has its hands full every day. The firm serves mostly high-net-worth individuals who own multiple businesses and/or multimillion-dollar companies...
Lombardo Ayers conducts surveys with its staff at the end of tax season, and last year, there was an obvious pain point...