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Professional Services

The most challenging business is the business of people. In professional services, people are everything.

Maintain compliance and simplify the tasks associated with managing your firm with a platform that enables you to focus on strategic efforts that positively impact client experiences and relationships.

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Benefits

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Unifies all management tools & data

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Improves critical labor decisions

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Drives engagement & productivity

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Provides real-time staff metrics

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Eliminates compliance worries

P1

Features

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Multi EIN cross-company reporting

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Unlimited department levels for labor and general ledger

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Robust reporting to verify accuracy in real time

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General ledger export

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Automated ACA tracking for all employee types

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One database for employee records, certifications, expertise

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Electronic open enrollment, carrier feeds, and COBRA integration

P2

Spend More Time Growing Your Company

And, less time on over-complicated admin tasks.

Schedule a Meeting
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