Your Digital Headquarters
To Acquire & Manage Clients
Clientel is a centralized platform that helps local and global businesses get online, acquire and manage clients, process payments online, and manage client communications through a universal inbox for email, text & social media.
Acquire & Manage Clients in an All-In-One Platform
Say goodbye to juggling multiple apps and logins.
Clientel is a modular platform that offers the following:
- Website
- Client Relationship Manager
- Calendar & Scheduler
- Online Payments
- Pipelines (Sales & Revenue, Projects)
- Social Media Manager
- Universal Inbox (Email, Text, FB, IG, LI)
- Workflow Automations & AI
Our Services
We offer modular service packages. If you simply need a website or a flushed out client management system, we can help.
Pricing is based on services you select to use.
Captivating Website
We assist individuals in preparing and
filing their personal income tax returns
accurately and efficiently. Our team
ensures that you maximize eligible
deductions and credits while
complying with tax laws.
Client Service Automation
We offer comprehensive tax services for
businesses, including tax planning,
compliance, and filing. Whether you are
a sole proprietor, partnership, or
corporation, we help optimize your tax
position and navigate complex
regulations.
Online Payment Processing
Our tax experts provide strategic
consultation and planning to help you
make informed financial decisions
throughout the year. We proactively
identify tax-saving opportunities and
develop personalized strategies to
minimize your tax liability.
All In One Communication
In the event of an IRS audit or inquiry, we provide professional representation and support. Our team will guide you through the process, handle communications with the IRS, and work diligently to resolve any issues that may arise.
