Keep the customer history
Keep past projects, preferences, and visit notes connected to each client, whether the next job is across town or across the state line.
Explore this featureFrom a first estimate in Overland Park to a returning client in Kansas City, keep your work, business records, and financial picture connected—with a specialist to turn to.
Request a demoA real conversation. A live demo. No pressure.
For a service business working across the Kansas City area, one week might include a customer visit in Missouri, an estimate in Kansas, and paperwork waiting at home. Keeping the client, project, and reason for each business trip together helps you follow the work without rebuilding its history later.
Tandvero brings client notes, proposals, project costs, and bookkeeping into a connected routine. See what a completed job earned, then use that perspective when planning the next one. Your dedicated specialist can help you turn those records into a more useful conversation about your business.
Working across a state line also makes it useful to discuss where you operate with your tax specialist. Bring your business structure and service area to the consultation so BTS.TAX can discuss the preparation your situation requires.
Keep past projects, preferences, and visit notes connected to each client, whether the next job is across town or across the state line.
Explore this featureChoose the current estimate or project and the trip’s purpose in the mileage app. See those business miles reflected in your project and company overview.
Explore this featureYour BTS.TAX specialist uses the records available through Tandvero to prepare your tax return, then meets with you to explain the outcome and answer questions.
Explore this featureWe serve business owners throughout the metro, including these communities. Consultations and support are delivered remotely; no local office visit is needed.
See a live demo and talk with a specialist about whether we’re the right fit. There’s no pressure to sign up. We limit enrollment to give each client professional, personal attention.