Greenville SC, May 24, 2024 – Tax Titans, a leader in innovative accounting technology solutions, is thrilled to announce a joint venture with Whitman Transition Advisors and Unison Globus to develop the Enterprise Bridge Accounting Transfer platform. This cutting-edge Software-as-a-Service (SaaS) application, set to launch for the 2025 tax season, aims to revolutionize how accounting firms manage client transfers and transitions, particularly for C and D level clients. This provides a soft landing for loyal clients that are no longer a fit for regional and national firms, yet do not want to go to big box retail tax preparation firms or DIY platforms, while still providing revenue to the firm.
The Enterprise Bridge Accounting Transfer technology is brought to market by Worthwhile Venture Studio, following their strategic integrated approach to launching new SaaS ventures. The great talent at Whitman Transition Advisors and Unison will provide the industry know-how to tailor this platform for the accounting profession. This collaboration addresses a longstanding issue in the accounting industry: the persistent talent shortage and the difficulty in efficiently transferring clients between firms. For decades, accounting firms of all sizes have struggled with these challenges, often leading to inefficiencies and client dissatisfaction.
A Seamless Solution for Client Transfers
The Enterprise Bridge platform is designed to facilitate seamless transitions by connecting accounting firms with vetted and qualified peers. This innovative approach will ensure that clients continue to receive high-quality service without interruption, even when their primary accounting firm needs to transfer them. The platform will offer robust features, including automated matching, secure data transfer, real-time tracking of the transfer process, real-time feedback, and pricing all within a user-friendly interface.
Strategic Collaboration for Industry Advancement
Tax Titans’ partnership with Whitman Transition Advisors and Unison Globus brings together a wealth of expertise and industry knowledge. Whitman Transition Advisors, known for their strategic consulting and transition planning services, will provide valuable insights into the needs and pain points of accounting firms.
CEO Phil Whitmans CPA says
“Whitman Transition Advisors is excited to partner with Tax Titans and Unison Globus in launching the Enterprise Bridge where our CPA firm clients will have both the opportunity to divest themselves of and get paid for clients below their minimum thresholds, as well as use the technology to retain clients and never have to say “No” to new tax client opportunities.”
Unison Globus, with its strong global presence and technological prowess, will contribute to the platform’s scalability and efficiency.
Charles McKissick EVP-Global Client Success with Unison Globus comments “On behalf of the leadership group at Unison Globus we are thrilled to collaborate with Tax Titans and Whitman Transition Advisors in Launching the Enterprise Bridge Platform to support the evolving business objectives of the CPA and Accounting firm Leaders we partner with across North America. This is a mutually beneficial compensated solution facilitating a new opportunity for those clients who no longer fit your forward-looking business model and services while allowing your continued growth with new target clients. A Win-Win for all! “
Alan Blakeborough CEO and founder of Tax Titans states: “We are excited to partner with Whitman Transition Advisors and Unison Globus to create a solution that addresses critical needs in the accounting industry. The Enterprise Bridge platform represents a significant step forward in how firms manage client transitions, ultimately leading to better client outcomes and a more resilient industry.”
A Future-Ready Platform
The platform oversight provided by Worthwhile’s Venture Studio ensures that it will meet market demands while incorporating the latest technological advancements and best practices. By focusing on user-centric, integrated, strategic approach, the Enterprise Bridge platform will offer unparalleled ease, reliability, security, and scalability.
About Tax Titans
Tax Titans is a pioneering online accounting marketplace. The company provides innovative solutions that empower accounting professionals. With a commitment to excellence and a deep understanding of industry challenges, Tax Titans continues to lead the way in developing tools and platforms that drive efficiency and growth.
About Whitman Transition Advisors
Whitman Transition Advisors is a premier consulting firm specializing in transition planning and strategic advisory services for the accounting industry. Their expertise helps firms navigate the complexities of client transitions and organizational change.
About Unison Globus
Unison Globus is a global provider of technology solutions and consulting services, with a strong focus on enhancing business processes and delivering value through innovation. Founded by Zinzuwadia & Co Chartered Accountants and part of the ZIU Group, we partner with professional firms in the UK and Ireland, North America and Europe supporting their Tax, Accounting, Audit & Assurance and Advisory Business Growth Efforts and Sustainable Talent Requirements.
About Worthwhile
Worthwhile Venture Studio is the best place to grow your software idea. Worthwhile is the leader in helping new business-to-business SaaS products achieve product-market fit. Their holistic, strategic, integrated approach to builds market-leading software products that address real-world challenges.
For more information, please contact:
Alan Blakeborough
Co-founder, CEO
Tax-Titans
704-575-7701
