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Relationship Design

Enabling asynchronous data collection between Experts and their clients.

Pros spend 65% of their time waiting for, collecting, inputting and reviewing client data.


Clients experience fear, uncertainty and doubt at tax time, and hire pros to do that work - to increase confidence and reduce work. But continue to look at document collection, organization and sharing as a chore.

 
 

©2020 by James Helms