Speedy Services — The Financial Services Technology Ecosystem
A unified technology ecosystem purpose-built for tax professionals, financial service firms, and the consumers they serve.
About
Speedy Services is a financial technology holding company building a comprehensive suite of software products for financial service professionals and the consumers they serve. Every product is purpose-built for its specific job — use one, use several, or use them all.
What We Offer
The one website you will need it automatically integrates all of our services as long as you have the service. Choose your industry, select your theme, and launch a professional web presence in as little as 30 minutes.
BetaThis feature is ready to go day one, all you have to do is subscribe to it and pay a small fee to get the ability to activate it. This is your one stop shop for your clients.
BetaClient relationship management purpose-built for tax and financial service firms. Track clients, communications, and follow-ups.
PlanningAppointment booking and calendar management integrated with your client portal.
PlanningBookkeeping and accounting tools designed for financial service businesses. Every payment auto-logged and categorized. This could be used for personal finance OR for any sized businesses
PlanningPayroll processing integrated with your HRIS and bookkeeping.
PlanningHuman resources and employee management system purpose-built for financial service firms.
PlanningBusiness formation and compliance tools — form your business the right way from day one.
PlanningBusiness credit building tools and monitoring for your clients.
PlanningConsumer credit monitoring and improvement tools for individual clients.
PlanningConsumer financial health score and monitoring application.
PlanningProfessional tax preparation software for financial service firms filing on behalf of clients.
PlanningBusiness funding marketplace — help your clients access capital when they are ready to grow.
PlanningFractional CFO tools and dashboards for financial advisors managing client businesses.
PlanningPersonal budgeting and financial planning tools for individual consumers.
PlanningProfessional invoicing with online payment collection, automated reminders, and full payment history.
BetaIntegrated payment processing with a branded merchant account. Accept client payments online at competitive rates for small financial service firms.
PlanningAI-powered tools for financial service professionals — document analysis, client communications, and workflow automation.
In DevelopmentWorkflow automation for financial service firms — trigger actions based on client activity, deadlines, and business events.
Planning