Built for operators
✓Office management
Control multiple locations from a centralized environment.
✓Team access
Support staff and preparers across your organization.
✓Central reporting
Get visibility into office and preparer activity.
✓Scalable operations
Build processes that do not need to be reinvented every time you add an office.
Sizing it
When Multi-Office becomes the better deal
Running five or more locations is the point where the Multi-Office program costs less than licensing each office on its own, and it is also the point where the software credit gets easier rather than harder.
Licensing each office separately costs $297 per EFIN
The Multi-Office program is $1,495 flat and covers unlimited locations
At five locations the two are level, and past five Multi-Office costs less
Your 30 funded bank products are counted across the whole organization rather than per location