Surf4Tax

Surf4tax Finchtech

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.

Surf4tax innowator

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.

Surf4tax Partner

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.

Our goals

  • To build a secure data flow between an accounting office and a bank to analyze a credit or insurance offer
  • To increase the availability of financial products for entrepreneurs from the SME segment
  • To accelerate the processing of financial products
  • To shorten the path between the client and the financial institution
  • Be ahead of banks and competitors

    – extend offer of your accounting office of a credit counseling or insurance service for customers from the SME segment in a unique edition.

  • Use of the most modern technology

    – ensure speed and reliability of operation and full security of the flow of anonymised data between your office and banks.

  • Build relationships and trust

    – offer access to financial services as the only link between your clients and banks, ensuring full protection and confidentiality of their companies’ data.

  • Help your clients develop their business

    – give them the opportunity to choose a way to finance their business without visiting the bank.

  • Be a partner for your clients

    – help them make important financial decisions that affect their business development.

  • Take a step forward

    – start using a solution that will soon become an essential part of the operations of most accounting offices.

JOIN THE ACCOUNTING OFFICES THAT AS FIRST USE THE SURF4TAX® SYSTEM

Comprehensive answer

MSP client – expectations:

Speed
of a loan decision

Minimum formalities
and documents

Credibility / validity
of the loan offer

Price/strong>

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

JOIN THE ACCOUNTING OFFICES THAT AS FIRST USE THE SURF4TAX® SYSTEM
Surf4tax