The Crest Retirement tax portal collects a vast amount of employee census data in three simple steps, versus the hodgepodge of faxes, emails, phone calls, letters and thumb drives that most TPAs face during this annual process. We worked extensively with visionary tax professionals to clean up this time consuming and error prone event.
Martini Media Group’s expertise and product knowledge was instrumental in providing a web based database and management system for our retirement plan consulting business. Data security and ease of use were very important to our project. Their collaborative approach was key to meeting our objectives.