July 9, 2022 - Xeo Software

TAX FIRM CUSTOM APPLICATION DEVELOPMENT

Tax firms and financial professionals are part of an industry that can benefit greatly from customized software solutions. Federal and state tax laws are constantly..

You're in Great Company

Murph is part of a rare breed of leaders. His presence on projects, phone calls, and meetings is always welcomed. He's ready to challenge and accept a better way. I trust him to always do the right thing. He always comes prepared, is insanely organized, and communicates very effectively. I am proud to know him.

This is great! Very easy to upload/enter and edit data. If the goal is to have a simple way to graphically display and share desired KPIs, then Xeo hit the mark.

They've got a tremendous amount of patience and willingness to satisfy us, even if it means doing something more times than they would like. That agrees with my philosophy.

There is a difference... the accommodating factor. They really do look to satisfy, they make that a priority. They care.

My division went from spending 2 weeks per month (…and multiple people, full-time) to create a disbursement, print check and mail to clients, down to only 1-2 hours total. We went from using envelopes, and 4+ pages, to 1 pressure-sealed page (containing the disbursement, check & “envelope”) Oh…and we are now 100% accurate.

In the motor plan industry, there are no off-the-shelf solutions, so we’re thankful that our technology partner, Xeo Software, is always up for a new challenge. Xeo has been working with us since 2004 to enhance our service and bridge the technology gap between our Members and us.

Developed by Xeo Software

Day: July 9, 2022

TAX FIRM CUSTOM APPLICATION DEVELOPMENT