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If you’re just looking to form an LLC without the extra bells and whistles, ZenBusiness, starting at $0, might be your best bet. With Agentforce as a digital workforce, their ability to grow is limitless. Buried in an FAQ article, we found mention that your bookkeeping fees are dependent on the volume of your transactions. Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines. Answered all the questions I had, and repeated any information I had to ask again. The person that I spoke with made me to understand everything today, and that was so satisfying.

• The cutting-edge mobile technology allows you to manage your finances from anywhere and any device with one simple 1-800Accountant login.
• We’ll keep you informed, and we’ll never sell your information to anyone.
• 1-800Accountant offers registered agent services for $149/year, handling official documentation and legal notices on behalf of your company.
• 1-800Accountant offers fully functional iOS and Android mobile apps with dashboard features and cloud synchronization.
• Jon Morgan is the CEO and Editor-in-Chief of Venture Smarter, a leading consulting firm that supports startups and small businesses.

Mike, who I had the pleasure of speaking to, was super knowledgeable, informative and helpful with all the questions that I had. I really got a boost of knowledge and motivation talking to the sales rep. I learned a lot about what I can do to protect my business from tax liabilities while remaining legal. Companies on Trustpilot aren’t allowed to offer incentives or pay to hide reviews. If you’re an active member, their certified Enrolled Agents (EAs) and CPAs handle all aspects of the audit process, from preparation to representation. Overall, Trustpilot reviewers are nicer, giving the platform an overall rating of 4.6 stars.

Company

On the flip side, ZenBusiness caught my attention with its straightforward offerings and transparent registered agent service. These services integrate well with their core formation offerings, providing a comprehensive business solution. Document preparation is comprehensive with customized Articles of Organization and all necessary formation paperwork.

It has a 4.3 rating on Trustpilot based on nearly 8,000 reviews, which is considered excellent. The company has been accredited by the Better Business Bureau since 2012 and has a B rating. Support is available through multiple channels with knowledgeable representatives. The service receives high marks for responsive and knowledgeable assistance and efficient issue resolution, though some users note limitations in the personalization of CPA matching. The developer, 1800accountant, indicated that the app’s privacy practices may include handling of data as described below. A digital workforce ramps up quickly to handle tax season spikes.

Excellent experience

Agentforce takes action across 1-800Accountant’s CRM, marketing automation, and other Salesforce tools, enabling fast, accurate client support. “We simply plugged it in, turned it on, and immediately got answers to better serve our clients,” Teeples says. Your choice often depends on your comfort level with financial matters, how much time you’re willing to invest, and how much assistance you can afford. I am confident that the tax professional I talked to knows what I need and he has ensured me that there is a dedicated team that will help me through the process as well.

While slightly higher priced than competitors, the inclusion of dedicated accounting services provides good overall value. With Agentforce, clients get immediate answers to complicated tax questions like, “What charitable donations can I deduct? This potent combination powers instant, personalized answers — no hold times or phone calls needed.

• They say that this can potentially result in significant cost savings over time.
• Their payroll services are quick, easy, and affordable, powered by experts.
• Shawn was informative and the information he passed was timely and relevant for my business situation.
• We’re thrilled to hear that our team was able to provide you with the answers you needed.

We encourage constructive feedback

The new 1800 accountant lineup focuses more heavily on tax services and accounting support, but at higher price points across the board. While you get more dedicated support now, the annual billing requirement remains a sticking point that feels somewhat dishonest in their marketing approach. 1800Accountant is a legitimate, registered business in good standing with the state of New York.

The service particularly shines in providing post-formation guidance and integrating accounting considerations into the business setup process. However, the lack of included registered agent service (a $149/year additional cost) is a notable weakness compared to competitors. Agentforce helps 1-800Accountant accommodate tax season surges without temporary workers and ensures clients get immediate, accurate answers. The company offers a streamlined setup process with dedicated tax planning specialist support, making onboarding relatively simple despite the comprehensive nature of their services. Navigation is straightforward with clear organization of services, though some users report the tax advisory services are slower than initially promised. The recommended package at $274 (plus state fees) offers the best value for most small businesses needing both formation services and ongoing accounting support.

It features functionalities such as mileage tracking, the ability to upload documents directly from a mobile device and the option to connect with your accountant. Even 1-800Accountant’s appointment scheduling tool, which was once disconnected from Salesforce, now integrates smoothly with Agentforce thanks to Dynamic Apex Code. The Dynamic Apex Code retrieves client appointment information in real time so that Agentforce always offers the most up-to-date scheduling options to clients. Even after this costly training, the seasonal workers were only available during limited hours, leaving gaps in coverage for clients during critical times.