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Financing Solutions for Your CPA Clients


Features Designed for CPA Firms

  • 100% online financing application process
  • Firm-wide collaboration with user role management
  • Time-saving integrations with client payroll and bank accounts
  • Consolidated dashboard for client management
  • Application preview and modification features


Benefits for Accounting Firms

  • Manage client financing applications in one place
  • Access business financing programs
  • Enhanced financing application features available
  • Plans available for every size firm
  • Premium support options


Understand Client Qualifications for Funding

Be prepared to work with clients on their business funding applications. Know the common qualifications that will help clients secure financing. Most clients can qualify for financing if they meet these criteria:

  • Annual revenue greater than $250k
  • 660 credit score or above
  • At least 18 months in business


Meet the Needs of your Clients

Business financing can be used to meet a wide range of business needs. Some popular reasons to seek funding include:

  • Access to full cash amount upfront
  • Benefit from tax-deductible interest
  • Grow the business
  • Free up operational cash flow
  • Cover short-term expenses
  • Use for a broad range of business needs


Variety of Available Funding Solutions

Learn about the financing option available for your CPA clients:

  • SBA 7(a) loan
  • Term loan
  • Revenue-based financing

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Payroll and HR management for small business

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What our clients are saying about our solutions

Our Financial Solutions and Business Services support our clients as they stay competitive and grow to keep our nation's economy alive.

Accelerate the growth of your business

Equipment finance. Small Business Loans. Merchant Cash Advance. Factoring.



Over 500 funding specialists to keep you going


Financing options

15 financing options and small business products


Funding up to

Unsecured funding up to $20,000,000



Get funding in 48 hours

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