Price Optimization
Set your pricing upfront & send customized quotes through the Rapidly marketplace
Competitive Strategies
Compare prices with our exclusive insights
Client Retention
Create pricing tiers through your Rapidly profile, offer discounts and keep your current clients engaged
Collect documents securely
APIs import financial data from your clients, helping you eliminate paperwork. Collect payroll, income, tax, and household data with one click
Prepare tax estimates
Rapidly works with your preferred tax prep software so you can serve clients faster. Get data and connect with other tools, saving time while driving your revenue.
Communicate with clients virtually
Stay in touch via video, chat & all the channels your modern-day clients expect
