Client and Portal Management

Employee Retention Tax Credit (ERC)
The Employee Retention Tax Credit is one of our Employer Incentives. The most current version of the tax credit was signed into law as a result of the...
Thu, 19 Oct, 2023 at 10:42 AM
How Do I Add a Client Card?
Many Advisors add their leads to the system prior to running the survey.  1) Login to the GMG Portal 2) Click on My Clients tab 3) Click on "Add ...
Thu, 22 Feb, 2024 at 1:48 PM
Service Agreement Overview
Do Clients Have to Sign An Agreement Prior to Review? We will do a very basic review prior to engagement.   However we will not go beyond the informati...
Thu, 4 Apr, 2024 at 3:45 PM
WOTC Process Overview
Step 1 - The Employer uses the TMS (Tax Management System) Client Portal to screen candidates for the WOTC.  Step 2 - Upon hire, candidates that qualif...
Wed, 29 May, 2024 at 11:10 AM
WOTC Overview & Qualifications
What is WOTC? WOTC is a Federal tax credit created by the Small Business Job Protection Act of 1996 and the Welfare-to-Work Tax Credit of 1996.  This credi...
Wed, 10 Aug, 2022 at 2:00 PM
Property Tax Service Overview
Who Qualifies for Property Tax Review? Any Commercial Property Owner who pays over $50,000 per year in Real or Personal Property Tax is worthy of a free r...
Thu, 4 Apr, 2024 at 3:42 PM
Cost Segregation Service Overview
Wed, 10 Aug, 2022 at 1:59 PM
R&D Service Overview
 
Wed, 6 Nov, 2024 at 10:00 AM
How to Use the Support Solutions Base
We have created a base of Support Solutions to help you along with using your system.  This base includes articles created for various topics and is ever gr...
Thu, 22 Feb, 2024 at 11:46 AM
How Can I Update My Contact Information For My Pages?
You may update the contact information listed on public sites, such as your Main Landing Page, via the profile update option shown below. Once you log ...
Fri, 18 Nov, 2022 at 9:47 AM