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OUTWARD FACING
SUPPORT
SUPPORT
SUPPORT
FIRM OPERATIONS
Getting above the noise
Unique content
Direct introductions and discussions of needs
Constant Upgrades
SaaS deployments
Unattended upgrades off-hours
email, backed up by tickets from phone support (N-Able RMM (formerly SolarWinds), ConnectWise Downstream IT, Track-It, ManageEngine, Spiceworks, SysAid, Autotask, and others)
Eliminates professional time wasted to get access (Entra P1, Okta)
Pass data without keying (HubSync, Aiwyn, CData)
Locating staff and availability
Scheduling software
Integration into Practice Management and Outlook
Well thought-out and reviewed tasks (WK Axcess Workflow, Karbon, JetPack Workflow)
Tax, CAS, Audit PLUS expertise (ProStaff, WSG Empire Resource, WK Axcess Workflow)
Two-way flow to practice management and calendar (HubSync, Liscio, APIs, native integrations)
Integrating new team members
Consistent process and training across all team members
One-on-One, Video, shadowing
Structured process, daily check-ins
Documented steps, time spent with various team members
Compliance forms completion, Benefits documentation, self-serve portals
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