Profile

For 46 years, Monetary Resolution Advisors has thrived as a boutique agency in Jacksonville, Florida, constructed on deep experience and robust consumer relationships. With six tax companions, every specializing in a special space, the agency gives tailor-made service to purchasers throughout the U.S. and internationally. 

However as CEO Shelly Lingor noticed it, operational complexity was holding them again. The crew was juggling 5 disconnected methods, losing hours on administrative work, and struggling to collaborate throughout workplaces. Shelly knew the agency was prepared for a change.

In October 2024, they started implementing Cover. By January 2025, they have been stay.

Proper in time for tax season.

 From Scattered to Siloed

Earlier than the swap to Cover, Monetary Resolution Advisors was juggling 5+ softwares that did not speak to one another, and created inefficiencies throughout all groups. 

“We have been utilizing a number of completely different softwares and that was type of the issue as a result of none of them actually talked to one another.” – Shelly Lingor, CEO

By centralizing the whole lot in Cover, they have been capable of get rid of the chaos of juggling logins, searching for knowledge, and patching collectively processes that have been by no means designed to work completely in tandem. 

Along with saving cash with fewer subscriptions, Monetary Resolution Advisors now have a totally built-in system the place billing, doc administration, fee processing, reporting, and consumer communication all stream by one place. 

For a agency with 30+ staff, having one system that connects the dots is important. 

A Portal Purchasers (and Employees) Love

Regardless of utilizing a tech stack containing 5 completely different softwares, Monetary Resolution Advisors lacked a real consumer portal. The tech stack supplied a patchwork of instruments to handle doc supply and eSignatures.

With Cover, they consolidated all these features and gained a consumer portal the place purchasers can view paperwork, signal varieties, make funds, and customarily keep up to date multi functional place. 

Internally, the Monetary Resolution Advisors crew made a giant push to encourage consumer adoption, and it paid off. Whereas some old-school purchasers choose the previous methods, nearly all of purchasers have adopted it. The portal has considerably improved consumer communication and doc turnaround time. 

“It’s superb! You simply click on into the consumer portal, and the whole lot you want is correct there. Truthfully, it’s onerous to choose only one function as a result of there’s a lot we love. The best way our groups can collaborate inside Cover has been big for us, particularly with a number of departments working collectively. Every thing about it has simply made our lives simpler. I actually do love Cover.” – Shelly Lingor, CEO

Insights That Maintain the Agency Shifting Ahead

Since January 2025, the Monetary Resolution Advisors management crew has relied on Cover Insights to trace realization, workload, and productiveness in actual time, all from one place. 

The Monetary Resolution Advisors crew needed customized experiences to mirror how the agency really operates, and when the default setup didn’t meet their wants, the Cover crew created a tailor-made resolution. 

“You’ve got acquired to have the insights. That is the place you’ll be able to see what’s being carried out, who’s doing it. That’s the place the cash’s at.” -Shelly Lingor, CEO

With knowledge lastly centralized and accessible, it’s simpler than ever to make smarter, sooner choices that drive success. 

Easy Funds with Cover 

Earlier than switching to Cover, Monetary Resolution Advisors relied on a number of disconnected methods for billing, funds, and consumer communication. Bank card funds have been processed individually, and reconciling invoices usually meant leaping between a number of instruments.

When the agency consolidated into Cover, the whole lot moved beneath one roof, together with funds. Lingor and her crew instantly observed the affect.

By enabling on-line funds immediately by Cover’s consumer portal, purchasers can now settle invoices in just some clicks. The method was intuitive and safe, which was very best for each their tech-savvy and conventional purchasers.

The outcomes:

• Funds are processed immediately by Cover as a substitute of handbook follow-ups
• Bank card charges are handed by to purchasers, eliminating a significant value heart 
• ACH choices can be found for purchasers preferring a no-fee methodology 

“It completely sped up funds and saved us cash. Our financial savings this 12 months are going to be very, very massive—and that alone can pay for Cover itself.” – Shelly Lingor, CEO

They Went Reside in January. The Cover Group Had Their Again.

When Monetary Resolution Advisors determined to maneuver their complete agency onto Cover, timing could not have been trickier. They started implementation in October and went stay on January 15, proper as tax season kicked off.

Most corporations would have delayed the rollout. Shelly Lingor, nonetheless, noticed it in another way.

Even with tax season looming, the transition went easily due to Cover’s implementation and assist groups. The agency acquired:

• Arms-on onboarding from Cover’s specialists
  
• Customized workflow setup primarily based on their current operations
• Reside chat and human assist with ‘Penny’, Cover’s in-app assistant, which is changing into a crew favourite
• Proactive follow-up and transparency on any open assist tickets

“I did one-on-one trainings, group trainings, and inspired everybody to make use of Penny, the chat bot. In the event that they didn’t get a solution immediately, Cover related them to an actual one who stayed on it till it was solved.” – Shelly Lingor, CEO

Regardless of the depth of tax season, the agency’s crew shortly tailored. Inside champions have been established in every division, and post-season evaluate conferences have been already scheduled to optimize workflows additional.

New System. Busy Season. No Downside. 

Rolling out a brand-new system throughout peak tax season sounds dangerous. However for Shelly Lingor and her crew, going stay with Cover in January wasn’t a bet, it was a turning level.

Since switching to Cover, Monetary Resolution Advisors has consolidated 5 platforms into one, reduce down on administrative drag, improved consumer responsiveness, and gained real-time visibility throughout groups. Funds are sooner. Collaboration is smoother. And the agency is now higher geared up to scale with out including stress.

For Shelly, all of it comes right down to selecting the best instruments and the fitting time to make the leap.

“Truthfully, it is onerous to choose only one favourite function. Every thing about Cover has made our lives simpler.” – Shelly Lingor, CEO