Growing your firm does not have to be a nightmare.
Grow your practice without growing your expenses.
Raising profitability with price optimization and more
Compare your growth with similar small firms both locally and nationally
Evaluate lead generation options, referral marketing tactics, and word of mouth results in real time.
Examine firm technology, process, workflow inefficiencies and find the best practical solutions
Turn your biggest challenges into advantages by attracting new clients
Collaborate with your team by sending quotes to new leads and set your fees to win new deals
Use custom filters to filter by service type, state, client type, income range, and more
Assign tasks to your team to efficiently work through new clients
Get refunds on quotes you do not close within 24 hours
Experience multi-team collaboration
See what team members are performing the best with our revenue dashboard
Assign tasks for team members for returning clients such as admin, data collection, and more
Add up an unlimited number of collaborators and work together across all of the Rapidly platform
Collaborate with your small team from anywhere in the world
Find the best value-added services to begin offering your clients
Go above and beyond compliance and start becoming a more profitable firm
Become a more efficient firm with integrations with the best tools for tax software, document management, and more
Schedule product demo
Our team is happy to answer your questions and take you on a product demo