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Knowledge base
Client Solutions
Client Articles
6
CPA Alliance
Feasibility Study, What is It and Why & When Does It Need to Be Done?
Results Call, Why?
How Does a Client Activate Their Client Portal?
How Can Cost Segregation Generate Immediate Cash Flow For My Client
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WOTC
14
Can WOTC or Hiring Tax Incentives be taken on Existing Employees?
How Do You Know If WOTC Is Already Being Taken Advantage Of?
Isn't My CPA Already Taking Care of WOTC?
Is WOTC Available In Spanish?
Can H2B Employees Take Advantage of WOTC?
View all 14
ERC
1
ERC Quarterly Payroll Reporting
Cost Seg
0
Portal Management
Service Overviews
5
Service Agreement Overview
Cost Segregation Overview
R&D Overview
Property Tax Mitigation Overview
Employee Retention Tax Credit
Advisor Email Pages
Advisor Emails
3
Make Hay When the Sun is Shining - B Harrington
The Biggest Battle of Our Professional Lives - J Sanchez
Elevator Pitch, Your First Step to Success
Scripts / Email Templates / Social Posts
2
Email & Script: Existing Hiring Incentive Client Increase In Benefit
Develop Your Elevator Pitch for Agents
General
IT Solutions
3
Template (Without Visual Aid)
How Do I Log Out of My Portal?
Documents - File Not Found Error
General All Teams
2
Webex, No Audio - No Sound?
Webex, No Audio - No Sound?
Client and Portal Management
30
How Do I Book an Expert Call?
How to Share Social Posts
How to Share Email Templates
PATH Act and Start Ups
What is TMS (Tax Management System)?
View all 30
Portal / Client Management
49
How Do I Submit Client Documents
What Devices Can I Use the GMG Savings App On?
What to do on an Appointment?
How do I download leads from my Portal?
How to Use Weekly Focus Activities
View all 49
Stryde Solutions
General
26
What professional attributes should a prospective Agent possess?
Stryde Expense Reduction Service Agreement
Do I need to complete a W9?
Why Are Discovery Calls Booking with Account Manager and Not My Team Leader?
Marketing Kit, What is It? How do I get one?
View all 26
Credit Card Merchant Audit
4
Credit Card Audit Overview
Credit Card Audit Monthly Sample Analysis
Credit Card Audit FAQ
Credit Card Audit Sales & Production Process
Workers Comp Audit
6
Work Comp Audit Sales & Production Process
Work Comp Audit FAQ
Work Comp Audit Overview
Work Comp Documentation Submission List
Work Comp Audit LOA, What is It?
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Waste Audit
5
Waste Audit Overview
Waste Audit LOA, What is It?
Waste Audit Service
What is the process of a Waste Audit?
Waste Audit-What is a Client Submittal Form?
Freight Audit
2
Freight Audit Overview
Freight Audit Shipper Questionnaires (FedEx & UPS)
Financial Services
19
SRP - Stryde Financial Services Training
Do I need a license to present Stryde Financial Services?
Brokers, Dealers, & Compliance Officers Stryde Financial Services
SRP - Stryde Retirement Program FAQs
Financing Intake Form - Commercial Real Estate, Business, & Equities Portfolio Financing
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Access Healthcare
2
How to Submit for Underpayment
Stryde Underpayment Overview