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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Premier provider of training, educational tools, marketing materials and technical consulting services for financial ,tax and legal professionals, on IRAs and employer sponsored retirement plans for small businesses. My firm’s primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.
Specialties: Providing tools and support on IRAs and defined contribution plans, including: Translating tax code and regulations into ‘plan language’; providing marketing tools & aids to financial , tax and legal professionals; providing technical support to financial , tax and legal professionals, providing training to financial , tax and legal professionals.
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