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The First-Ever Financial Collaboration Platform.

San Antonio, Texas
Joined March 2020
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Path by Simplex retweeted
Replying to @jasononfirms
For CAS/advisory, I like the idea of presenting data/metrics like a Facebook feed and then threaded conversations based on those along with timeline histories. Check out what @pathbysimplex is building.
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Join us for a webinar this week! Sponsored by @pathbysimplex @dextofficial @Qvinci! Register now at buff.ly/30Y1IYR
Path by Simplex retweeted
Join us as we welcome @pathbysimplex to #SNH21! hubs.ly/H0Sr4hx0
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Path by Simplex retweeted
Join Mike Milan, President of @pathbysimplex on Wednesday, March 3rd at 11am PT/ 2ET, as he looks at how to find hidden cash in your business. There are 4 steps: Test, Analyze, Diagnose, and Treat. Register Now: hubs.ly/H0Hnmk00
Path by Simplex retweeted
What happens when the #cloud fails? That's what the newest episode of The Click-Down covers. @CitrixFerK joins @MobileRuiz & @djfeller to talk about Service Continuity & how it can make those moments a little less painful by minimizing dependency on cloud services. Listen here.

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Are you a #QuickBooksOnline #ProAdvisor? Mariette Martinez shares her journey, why she decided to join the program, and the many benefits: intuit.me/37awlNX @masteryourbooks
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Path by Simplex retweeted
Weekend Reading for Financial Planners (Feb 13-14) is out! bit.ly/3b30sb9
With Intuit's newly added features, QuickBooks is more tailored to mid-size businesses than ever before. Trevor Matheson outlines 12 ways #QuickBooksOnline helps growing businesses: intuit.me/35GM98R
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Path by Simplex retweeted
Banking Must Commit to Increased Tech Spending in 2021 qoo.ly/3ap5ki @FinancialBrand #banking
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A new relief package has been approved with additional #PPP funding for #smallbiz. The #FirmOfTheFuture team has all you need to including FAQ's. Click here to learn more: intuit.me/35W8BNa
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Path by Simplex retweeted
Stop wasting your firms resources on D.U.M.B. business owners. Check out this article on Client Migration Strategy. #accounting #cashflow #cashflowmike #advisoryservices bit.ly/2Os9WSP
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Path by Simplex retweeted
If your #smallbusiness is having a setback. Today is the day you start your comeback. Get motivated with this video. #comeback #success #motivation #apple #tesla #legomasters #clearpathtocash #cashflowmike bit.ly/2H6O8YU
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Path by Simplex retweeted
I am glad to be working with such a great group as we strive to change the business world. Check out snopsis.com #snopsisapp #snopsis #socialfinancial
Milestone Monday! We have completed the first week of #BetaTesting for the first-ever social financial platform, Snopsis 🥳 Your hard work and creativity is appreciated by all! #SnopsisMilestone 🙌 #SocialFinancialPlatform #SocialFinancial
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