Service Providers

Your 
client 
marketplace 
and 
more 

Grow, virtualize, organize, and manage your firm in one place

    • Price Optimization

      Set your pricing upfront & send customized quotes through the Rapidly marketplace

    • Competitive Strategies

      Compare prices with our exclusive insights

    • Client Retention

      Create pricing tiers through your Rapidly profile, offer discounts and keep your current clients engaged

    • Collect documents securely

      APIs import financial data from your clients, helping you eliminate paperwork. Collect payroll, income, tax, and household data with one click

    • Prepare tax estimates

      Rapidly works with your preferred tax prep software so you can serve clients faster. Get data and connect with other tools, saving time while driving your revenue.

    • Communicate with clients virtually

      Stay in touch via video, chat & all the channels your modern-day clients expect