
45 Services.
Tomorrow.
Your clients don't just need tax prep. They need a trusted advisor who can solve any financial problem. Tax Lens gives you instant access to a Multi-Persona Consulting Suite.
Instant Deployment
No training required. Start offering new services today.
3x Revenue Per Client
Add advisory services without adding staff.
Evidence-Gated Quality
Every recommendation backed by verifiable data.
Cost Optimization & Operational Efficiency
Average client savings: $15,000 - $50,000/year
SaaS Subscription Waste Audit
Identify and eliminate unused software subscriptions
Duplicate Payment Recovery
Find and recover duplicate vendor payments
Vendor Overpayment Analysis
Audit vendor contracts for overcharges
Commercial Lease Expense Review
Optimize commercial real estate costs
Insurance Premium Audit
Review and reduce insurance premiums
Revenue Leakage Detection
Identify unbilled or underbilled revenue
Franchise Fee Recovery
Audit franchise agreements for overcharges
Overtime Cost Reduction Analysis
Optimize workforce scheduling
Document Retention Policy Builder
Create compliant document policies
Digital Onboarding Process Design
Streamline client/employee onboarding
Timekeeping System Audit
Ensure accurate time tracking
Business Continuity Plan Development
Build disaster recovery plans
Supply Chain Resilience Audit
Identify supply chain vulnerabilities
Inventory Optimization Blueprint
Reduce carrying costs and stockouts
Budget Variance Analysis
Deep dive into budget performance