Insights, updates, and resources for ISO partners, CPAs, and restaurant owners navigating Restaurant tax credits and tax savings.
A comprehensive breakdown of our ISO partner platform's current capabilities, covering claim tracking, commission management, client contact systems, and the roadmap for Salesforce integration and mobile apps.
Development Team
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Learn the key qualification questions that help you identify high-value restaurant leads for Restaurant tax credit recovery. Discover which businesses qualify, what questions to ask, and how to estimate potential tax credits on the spot.
Sales Team
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Break down how commission rates work, when commissions are paid, and strategies to maximize your earnings as an ISO partner. Learn about rep commissions (15%), ISO commissions (10%), and how claim values impact your bottom line.
Finance Team
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Step-by-step guide to onboarding restaurant clients efficiently. Learn how to use the 7-step qualification wizard, set expectations, collect documents via magic links, and keep claims moving through the pipeline.
Adesso Tax Services Operations Team
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Discover proven strategies to keep your claim pipeline full and moving. Learn how to use kanban views effectively, prioritize claims, follow up with clients, and avoid common pipeline pitfalls that slow down your sales cycle.
Sales Team
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Master the art of handling common restaurant owner objections. Get ready-to-use responses for concerns about fees, timing, complexity, and trust. Includes real-world examples and proven closing techniques.
Sales Team
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Learn how to use magic link document portals to simplify document collection. Discover best practices for requesting documents, following up with non-responsive clients, and ensuring all required paperwork is submitted on time.
Adesso Tax Services Operations Team
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For CPAs working with Restaurant tax credits, learn how to use the platform's calculation tools, review workflows, and approval processes. Discover time-saving tips and best practices for accurate tax credit calculations.
tips2.kyd.net CPA Advisory
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Master the CSV import feature to quickly onboard multiple restaurant leads at once. Learn the required columns, best practices for data preparation, and how automated welcome emails help you scale your sales operation.
Adesso Tax Services Operations Team
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Discover how to build lasting relationships with restaurant owners through effective communication. Learn when to follow up, how to provide value at every touchpoint, and strategies for maintaining engagement throughout the claim lifecycle.
Sales Team
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Learn how to use the in-claim FICA estimate calculator to show restaurant owners exactly how much they can recover. Master the art of presenting numbers that close claims, with real examples of average recoveries ($40K+) and net amounts after fees.
Sales Team
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Learn how to identify high-value businesses for R&D tax credit recovery. Discover which companies qualify, what questions to ask, and how to estimate potential tax credits for software companies, tech startups, and engineering firms.
Sales Team
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