Surf4Tax is a technology company operating in the area of financial services. The base of our activity is an interactive platform for financial data analysis, enabling secure system communication between entities servicing SMEs and institutions such as banks and insurance companies.
Using the most modern technologies, we have created a proprietary solution ensuring full security, maximum speed and intuitiveness of operation as well as compatibility with all accounting systems available on the market. Our tool allows to build one desktop for accounting services and selling other financial products.
We strive to cooperate with many banks and insurance companies, so that the SME client can receive a binding offer under one roof of his accounting office and select the best financial solution tailored to his needs. Our company is built by a team of experts with many years of experience in the financial services industry, managed by managers with international experience in the fintech environment.
There are 2 million
companies in Poland – 98% are micro, small and medium enterprises
1 in 5 companies choose online accounting – in a few years it will be a standard
More and more banks offer online accounting the competition for accounting offices!
– extend offer of your accounting office of a credit counseling or insurance service for customers from the SME segment in a unique edition.
– ensure speed and reliability of operation and full security of the flow of anonymised data between your office and banks.
– offer access to financial services as the only link between your clients and banks, ensuring full protection and confidentiality of their companies’ data.
– give them the opportunity to choose a way to finance their business without visiting the bank.
– help them make important financial decisions that affect their business development.
– start using a solution that will soon become an essential part of the operations of most accounting offices.
MSP client – expectations:
of a loan decision
Credibility / validity
of the loan offer
Account office + The Surf4Tax® System – the offer
Acceleration of a process – our system allows you to quickly transfer an initial credit offer to your client and immediately process complete online applications
Minimization of formalities– you communicate and send documents with the consent of your client to the bank; the entrepreneur does not have to waste time visiting the branch
Ensuring the credibility of loan offers– you always have a current range of credible and valid offers for the companies you serve
Attractive loan prices – thanks to the automated online process, banks offer preferential prices