Winners Keep Score
We do it automatically
IntegratedAdvisor provides automated Redtail opportunity dashboards to financial advisors with vital opportunity intelligence which optimizes advisor accountability and firm growth.
Affiliate Partnership with
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A Better Way to Track Opportunities
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Unlocking Potential
Everything you need to track Client Opportunities
Through our integrated dashboards visualize your practice's total opportunities, AUM, and case sizes.
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IntegratedAdvisor Testimonials
Hear what IA users have to say
TaxPal is so easy to use I can’t help but wonder if it’s really doing the things the government expects me to do.
Sheryl BergeCEO at Lynch LLCI’m trying to get a hold of someone in support, I’m in a lot of trouble right now and they are saying it has something to do with my books. Please get back to me right away.
Amy HahnDirector at Velocity Industries
The best part about TaxPal is every time I pay my employees, my bank balance doesn’t go down like it used to. Looking forward to spending this extra cash when I figure out why my card is being declined.
Leland KiehnFounder of Kiehn and SonsThere are so many things I had to do with my old software that I just don’t do at all with TaxPal. Suspicious but I can’t say I don’t love it.
Erin PowlowskiCOO at Armstrong Inc
I used to have to remit tax to the EU and with TaxPal I somehow don’t have to do that anymore. Nervous to travel there now though.
Peter RenoldsFounder of West IncThis is the fourth email I’ve sent to your support team. I am literally being held in jail for tax fraud. Please answer your damn emails, this is important.
Amy HahnDirector at Velocity Industries
Meet the Team
- Chris MorrillCEO at Lynch LLC
- Amy HahnDirector at Velocity Industries
- Leland KiehnFounder of Kiehn and Sons
- Erin PowlowskiCOO at Armstrong Inc
- Peter RenoldsFounder of West Inc
- Amy HahnDirector at Velocity Industries