Prime Source Accounting Case Study Accounting Firm Saves Time With Patriot’s Tax Filings & “Unbelievably Great” Support

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Stop Doing Your Clients’ Tax Filings on Your Own. Add More Time Back in Your Day.

Lisa Bal is the owner of Prime Source Accounting, a firm offering payroll, bookkeeping, invoicing, and tax services. The payroll service brings in 25% of business—and profits.

When Bal’s previous payroll provider announced a discontinuation of her plan, she knew she was ready for someone new. And this time, she’d choose a payroll provider that took the burden of monthly, quarterly, and annual tax filings off her workload. Cue Patriot Software.

Thanks to Patriot’s Partner Program, Bal:

  • Saves time with monthly, quarterly, and annual filings
  • Gets unlimited access to an “unbelievably great” customer support team
  • Enjoys a user-friendly software