New Revenue.
Higher Margins.
More Value for Clients.
Traact enables CPA Firms to offer or enhance Entity Management as a service — with modern software and scalable back-office support.
MODERN ENTITY SOLUTIONS
Grow Your Practice with Entity Management-as-a-Service
Streamline compliance, reduce overhead, and scale efficiently with our all-in-one entity management solution.
NEW REVENUE
For Firms Not Currently Offering Entity Management
Instantly unlock a new, recurring revenue stream — without building internal infrastructure.
INCREASE MARGINS
For Firms Already Offering Entity Management
Increase profit margins by using Traact to streamline delivery, reduce manual work, and scale efficiently.
BUILT FOR FLEXIBILITY
Flexible Deployment Options
Use Traact as your firm’s internal system — or invite your clients into a collaborative workspace.
Back End Use
Keep client entity data, documents, and deadlines organized behind the scenes.
BUILT FOR FLEXIBILITY
Client-Facing Portal
Give clients access to view, upload, and collaborate securely within the platform.
Traact gives CPA Firms a new way to retain clients, deepen relationships, and create value — all with minimal overhead.