‍

The Challenge

After starting his career in banking, Carlos Figueroa made the leap to open his own tax business to have a deeper impact on his community. While passionate about helping others, he quickly ran into limitations with his previous providers, CrossLink and NTPG. Their platforms came with hidden fees that were passed onto his clients—something Carlos strongly opposed. These added costs made it difficult to stay competitive in a market with larger firms offering more aggressive pricing. On top of that, Carlos lacked the support and training needed to confidently grow his business. With no clear roadmap and little guidance, scaling felt overwhelming, and he knew he needed a better solution to truly thrive.

‍

The Solution

Switching to Unity gave Carlos the tools and support he had been missing. The transition was smooth and fully supported, with all of his client data transferred seamlessly. Unity’s transparent pricing model allowed him to lower costs for his clients while maintaining profitability. With easy-to-use software, free bank product options, and consistent coaching, Carlos gained the freedom and confidence to grow his business. The result? Reliable, year-round support, the ability to compete with larger firms—and annual growth of 20–30%. For Carlos, Unity became more than just a service provider—it became a true partner in his success.

What Unity Provided Carlos

• Transparent, competitive pricing
• Seamless onboarding with full data transfer
• Easy-to-use, reliable software
• Consistent and responsive support
• Business coaching and growth guidance
• Free bank product options
• Tools to compete with larger firms
• A true partnership, not just a vendor relationship

‍