CPA FIRMS
Does your practice currently offer tax preparation or payroll services? Would you like to increase your practice's revenue and generate recurring revenue?
With Inspira, you can start collecting IRA revenue immediately. Inspira can help firms create plans or help tax clients invest in a personal IRA. Our online system allows CPAs to manipulate and set up their own risk levels and models for customers to utilize, as well as special permissions which allow CPAs to see their individual customers' accounts.
We also have a complete force out solution that eliminates problem accounts and rolls participants' assets into a Safe Harbor IRA. |
Call Inspira today to eliminate existing costs and streamline your IRA program!
1-877-472-1872
or email Inspira at sales@inspirafs.com
LEARN MORE ABOUT INSPIRA BY CLICKING ON THE LINKS BELOW: |
AFFINITY GROUPS / Increase your organizations revenue and eliminate existing costs.
BANKS / Generate revenue from your own private labeled turnkey IRA solution.
BROKER DEALERS / Stop missing out on the revenue generated by IRA programs.
CPA Firms / Increase your practices revenue and eliminate administrative costs.
FINANCIAL ADVISORS / Drive revenue from your current client base while stopping the loss of clients due to IRA rollovers.
PAYROLL COMPANIES / Offer your clients a completely customized IRA solution.
TPAs / Get paid per-IRA account annually on all force outs and voluntary rollovers. |
