CPA Firms
Your clients' compliance work, executed under your guidance. More clients served, zero added headcount, and you stay the trusted advisor.
Your clients need this work done. Your margins need it off your desk.
Entity maintenance, registered agent, annual reports, formations: your clients expect the firm to handle it, and the firm loses money every time it does. Seasonal peaks make it worse.
Traact executes it for you. Our team performs the entity and compliance work across your client base while you keep the relationship, the oversight, and the advisory fees that actually pay.
Capacity that scales with busy season.
A hundred client annual reports land the same quarter your tax deadlines do. We execute them on schedule, every year, without the firm hiring for the peak. Clean, current entity records come back as a bonus: your tax and audit work starts from organized data.
Operational Infrastructure Built for Investment Organizations
- Client entity formations, filings, and renewals executed by our team
- Registered agent coverage for your whole client base, one provider
- Clean, current client records that make tax and audit work easier
- Deadlines tracked and met across every client and jurisdiction
- Busy-season capacity without busy-season hiring
- Client documents and history organized and retrievable in seconds
- Your firm stays the client's front door; we work behind it
- New clients onboarded to the service in days
You advise. We execute. The client sees one great firm.
Manage. Comply. Move Forward.
In 30 minutes, we’ll map your entity portfolio and show you exactly what Traact will execute on your behalf – and how much faster and cheaper it gets done.
What you can expect
- A dedicated implementation team from day one
- 70% reduction in compliance work in the first week
- Configured to your entity structure, not the other way around
- Onboarding in 2–5 business days, *depending on the number of entities
- Clear pricing, clear timelines, no surprises
What happens next?
You pick a time. Book a slot that works for your schedule.
We learn your setup. A short discovery call to understand your entities, jurisdictions, and team.
You get a tailored recommendation. The exact modules and services that fit your needs.
