Avantax
Investment account access
Qount
NEW Secure file and message portal for tax services
Xero
Accounting platform superior to Quickbooks
Cadence HCM
Payroll, timekeeping, benefits, and more
July Services
401(k), Solo 401(k)
Ramp
Accounting automation (bill pay plus expense & reimbursement management)
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Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.
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