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Accounting Professional Partner
Save your clients money with tax-saving opportunities and grow your business
- Tech-forward platform that integrates with 500+ payroll providers
- Educational resources tax credit opportunities to maximize savings
- Transparent pricing and zero transaction fees

🌟 Key Benefits of the Program:
Offer
✅ Eligibility Criteria:
Ask
State mandate hub
- Many states have passed legislation mandating retirement benefits. What’s required in yours? Here's the latest on state-sponsored plans.
SECURE Act tax credits
- Passed in 2019, the SECURE Act increased incentives for small businesses to offer retirement plans. Read about the latest updates.
401(k) vs. SIMPLE IRA
- These plans can help businesses offer retirement plans to their employees. Each comes with benefits and drawbacks. Explore each type more.

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Frequently asked questions
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End User

Human Interest
Size :
501-1000
Location :
United States
Industry:
Financial Services

Person's name
Title of the person
Partnership Program :
Accountant
Target Partner Location :
Worldwide
Target Partner Persona :
Small Business Owners, Entrepreneurs, Freelancers, Corporations, Nonprofit Organizations, Individuals
Other Collab Calls

tags
Franchise Partner
Franchise
Worldwide
Franchise Owners, Franchise Employees, Franchisors

tags
Broker Partner
Broker Referral
Worldwide
Employers, Employees, Small Business Owners, HR Professionals, Insurance Seekers

tags
Financial Advisor Partner
Advisory
Worldwide
Small and Medium-Sized Businesses, Employers, Financial Advisors
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