Modernizing your tax practice starts and begins with the cloud
Your digital-first clients of today demand you work with them in an entirely new way. You need to securely collaborate with your customers where they want. This communication is happening everywhere but your office. This is good news for you thanks to the Rapidly platform. Rapidly gives you a single platform to grow and maintain your business process. You can now have a completely virtual practice that eliminates paperwork, allows for innovating pricing and payment options, and allows you to add new clients via video, chat, and all the online channels modern day clients are.
In Three Simple Steps
Eliminate Paperwork
Say goodbye to paperwork and run your practice with Rapidly’s secure paperless on-boarding.
Automatic Quotes
Sending quotes is easy. Set your own prices and maximize revenue while keeping your customers happy.
Book New Clients
Turning leads into clients only takes a few clicks. Start earning more money right from your dashboard.
Manage your entire tax practice online!
Set your upfront so your clients so your clients are clear on what the costs will be from quarter to quarter, month to month and year to year
Trust our SSL securely organize & collect your client’s documents, collect payments, and more!
Total revenue
$4,508
this month-
Johnathan Smith
New lead -
Rachel Howser
New lead -
Ryan Samson
New lead
BEAUTIFUL DASHBOARD
Track Your Earnings
With Rapidly’s beautiful dashboard, tracking your earnings is easy. You will be able to track number of leads, quotes sent, bookings accepted and your completed bookings adding to your total revenue.