‍

The Challenge

Operating in the small town of Clewiston, Florida, Gloria Galvin faced the unique challenge of providing top-tier tax services to a close-knit community where trust, convenience, and affordability are essential. With limited access to advanced digital tools and rising client expectations for fast, remote services, Gloria needed a way to modernize her practice while maintaining a personal touch.

The Solution

By partnering with Unity, Gloria was able to completely transform her workflow. Unity's all-in-one platform enabled her to offer fully electronic services—from document uploads and e-signatures to secure data storage—allowing her clients to file taxes remotely without sacrificing quality or connection. Unity’s transparent, low-cost pricing model aligned perfectly with Gloria’s mission to offer affordable, reliable service. With responsive support, and familiar, dedicated contacts, Gloria has found a true partner in Unity—empowering her to better serve her community while staying efficient and competitive.

What Unity Provided Gloria

• Transparent, low-cost pricing model
• Transparent, low-cost pricing model
• Secure digital storage
• Bilingual-friendly platform
• Responsive support
• Familiar, consistent support team
• Ongoing training & resources
• Tools to better serve her community