Financial Mentor

Financial Mentor

Reviews Summary

The consensus from reviews highlights Todd Tresidder's Financial Mentor courses as exceptionally valuable, with many praising the depth, practicality, and life-changing impact of his teachings, particularly the Expectancy Wealth Planning course. Reviewers appreciate his straight-shooting, no-nonsense approach, comprehensive wealth-building strategies, and ongoing support. While most feedback is overwhelmingly positive (5-star ratings), a few criticize delayed course delivery or unresponsive support. Overall, the courses are seen as transformative, offering unique insights beyond typical financial advice, though they require time and commitment to fully benefit.

About This Listing

Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
E-Commerce
Real Estate
QuickBooks
Xero

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
E-Commerce
Real Estate
QuickBooks
Xero

Contact Information

Address

1480 Marsh Ave

Reno, Nevada 89509

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I've been following Todd for years, and have completed his Building Wealth Course. I believe paying for his course is the best money I have spent in the last 15 years. It's incredibly thorough, provides tons of value (including many concepts that I've never seen taught anywhere else), and best of all, he keeps improving the content with weekly office hours and a forum full of dedicated members. I think the price he charges is an absolute bargain for what you get in return, and everyone that is financially a

Exceptional course, and I'm grateful to have discovered Todd's expert guidance. I went through the course first in late 2018 and have made many changes to my life since, all for the better. Todd's framework and way of thinking through finance, life, and what matters is the best I've come across. He demystifies many faulty approaches to setting up for financial success, and offers an approach to design and implement a customized personal plan that far exceeds anything I've seen. My wife and I are implementin

Todd's coaching and course have been invaluable. When anyone asks me for any guidance on investing, I refer them to Financial Mentor.

Very few in the financial community give as much (extreme value for a small investment) or care as much about their students as Todd does. I've been following Todd's work for 13+ years, most of it at no additional cost to me....and he is always many steps ahead of me despite my high-moderate level of financial knowledge, and ALWAYS, ALWAYS giving even more. This guy is the real deal, and he's one of the few the experts watch and learn from. And, if you are willing to invest the time to deep dive and learn f

I purchased Todd's course and have been a part of his Financial Mentor Community for a couple years now. It really has been a game changer not only for me but my family. I really resonate with his values and his teachings. Behind most finance gurus you will find out they are just trying to get rich off of you. However Todd is in a different class of his own. The knowledge and wisdom I gained from his course and office calls by far surpass the costs. There are so many great things I could say but I don't wan

I stumbled onto FinancialMentor.com when I was looking to educate myself on wealth recreation and retirement. As I read the website's articles, it became so clear that Todd Tresidder's teachings are nuanced and rooted in deep experience. I eventually paid for his wealth planning online course and have been actively learning from it for more than 3 years. Rather than give generic advice, he has a way of gradually teaching the material that makes it possible for someone like me who had little to no wealth bui

Todd is the real deal. He's more invested in the results of his students than monetizing digital assets and making a name for himself on the Internet...rare I know. For a year and a half, I've been a part of the Financial Mentor community and have completed Todd's wealth planning course. There's lots of meat on the bone for anyone with a strategic mind who loves long-term conceptual planning as well as fine detail fleshing out like I do. If building wealth the slow and deliberate way fits your investmen

Just about have finished the Expectancy Wealth Planning course. This course is completely life changing. There is a calmness that has come over me knowing that I am making the right financial decisions in my life. It's a feeling that achieving my financial goals is achievable and doable; that I can see the success in the steps I've taken already; that I can look at my wealth plan, my action steps and the iterative process of refinement and know that it is going to work; know that I can 'run the numbers',

I am a paying customer of Todd's course offerings and have consumed a lot of free content from his website as well. When it comes to investing, Todd is a master. Even better, he doesn't use a one-size-fits-all approach to wealth creation and wealth management. Even his definition of wealth is adaptable to each individual's unique situation. That said, his principles are rock solid. In the world of financial advice, Todd's point of view is a cut above. What I really like about being a paying subscriber i

Hands down the best money I have ever spent on financial education. I signed up for Todd's Expectancy Wealth class hoping to take my knowledge beyond the basic advice found everywhere. This course is next level understanding of building sustainable plans using a variety of assets (paper assets, real estate, and business). It has completely changed my confidence level about how to navigate through my retirement years and not worry about outliving my money. Todd's mentorship has been invaluable.

Todd is not only an expert in his field but he's also a trustworthy educational resource for those who are seeking a solid understanding of wealth building and investment principles. The price and ease with which he shares his expertise is invaluable. He adds layers to your understanding no matter what level you're at. His ability to explain complex concepts in a logical, precise way is something that should not be underestimated. He explores, questions, and challenges ideas that many of us take for grante

I have read several of Todd?s books and invested in his course. Todd does a good job of explaining there are three paths to building wealth?business, real estate and paper assets. Todd is clear and transparent in his wealth building teachings. He has revealed and taught me many of the pitfalls in paper asset investing. What Todd says is not always popular though it always makes me go back and question my assumptions. I do listen to his weekly podcast/class for course students and get real time insights a

The Expectancy Wealth course offered on this site provides some of the best financial education available on the Internet. It dives deep into the fundamentals of paper asset investing, real estate investing, and business entrepreneurship. Todd is more than qualified to teach on all of these areas. I bought the course two years ago and Todd is still hosting free weekly group coaching calls for everyone who purchased the course. There are lots of valuable free resources on the site and an Ultimate Retirement

Todd's FinancialMentor.Com is the most valuable resource I have in my arsenal. After a decade of looking for a mentor and for a legitimate course on wealth, I finally found the holy grail. I have read many books and taken many courses... this is the first one that is comprehensive, and looks at how you can realistically achieve your wealth goals, without the corny "get rich quick" schemes you see in other places. He builds you up from the bottom up. To boot, the course price is affordable for what you get

Best money I have ever spent on my own financial education - I could go at my own pace, rewatch where necessary and the ?Office Hours? were a great help - listening to other participant journeys and having access to Todd?s wisdom and reflection. He will not tell you what is best for you but will ensure that you understand fully what decisions need to be made and how you will choose your best path. Thankyou.

Since hearing Todd speak on the ChooseFI podcast a couple years ago, I've really appreciated his take on financial independence. At times a contrarian, with thousands of words of content on FinancialMentor.com, I've been able to study and better understand the broader landscape of variables at play when it comes to wealth-building. I made my way through a good amount of the free content and low-cost books. After about a month, it was crystal clear the Expectancy Wealth Planning course would be valuable. As

FinancialMentor.com offers great value whether you are a non-paying subscriber, or enrolled in one of the quality training courses provided. The wealth of quality, road-tested and researched information is deep at all levels of involvement on the site. Office Hours is a podcast I listen to every week. The learnings give you confidence to take control of your Wealth Plan. Something taught in the online training courses. Todd is there week in and week out offering teaching that frankly I haven't seen anywhe

Todd has a very deep understanding of wealth planning and investing, and is excellent at teaching it. He has a lot of great free articles and podcasts, plus you can learn much more from his books or his wealth planning course. All of his content has been outstanding value for money, and has vastly improved my financial literacy.

Two stars for the customer experience. Gave the course a try after multiple (and I mean multiple) emails from Todd asking me to give it a try. First of all, as an international student I had to stay up late for office hours starting at 12am my time. Call is on Skype and you need to pay for the service and outdated technology, just caveat emptor. Made suggestions for a switch to Zoom and a more friendly timing to capture international markets, which were both dismissed. So it's US centric, never mind. When I

Todd is an exceptional mentor who 'Walks his talk' he has an extraordinary background in all he teaches, Paper Assets, Business, Real Estate and has created a Wealth course, which has proved to be way beyond my expectations, the work he has put into this course is phenomenal and more importantly for me, it is conveyed in easy to follow steps. I believe with this course and actions to implement its teaching success is very predictable. It will pay you far more than your investment guaranteed if your prepared

I found Financial Mentor through the site's podcasts first. I knew quickly from listening to Todd that he was very well versed in not just building wealth but empowering people to build wealth and dispelling many of the dangerous half-truths floating around on the internet. I purchased his Expectancy Wealth Course and in short order knew I made the right decision. With a money back guarantee, there was no risk to me other than wasting some of my time. The course is built upon simple financial principles wi

Todd Tresidder of Financial Mentor is one of the few investing experts I still listen to. Todd's extensive (4 decades) of real ife investing experience, as well as his years in professional wealth management, allow Todd to give insights that few deliver. His programs are comprehensive and well worth the investment.

Financial mentor has exceeded my expectations on delivering actionable content that has impacted my views on building wealth. There is an art and science to wealth building, but Todd does a great job providing a structured approach to understand which path of wealth building is best for you! In addition, the forum and Q&A sessions have provided additional value, helping to clarify questions and understand how others are implementing their individual plan.

This is truly one of the few gems of personal finance and investing education out there. Todd has spent decades developing his knowledge in this space and decades developing his ability to teach others how to navigate it to best secure their financial future. He is an absolutely outstanding resource and the site he's built reflects that in every way. FinancialMentor.com has a ton of great material available, for free, including articles on various topics and some of the best calculators I've seen. His reti

I have been a student of Financial Mentor material including podcasts, books, courses, articles etc for many years. Todd is an exceptional teacher and the material allowed me to develop a sustainable risk managed wealth plan and achieve my personal finance goals. Highly recommend his works.

I have been interested in personal financial planning since taking a Hume course in the early 80's and have been actively investing in paper assets (mutual funds, individual stocks, bonds, options, REIT's, ETF's, etc.) successfully since the mid-80's. I can say without reservation that I have never come across a better mind and more reality-based, actionable information in the investment and wealth planning field than Todd Tressider and his website, books and courses. I discovered him through his podcast

I have gotten a lot of value from Financial Mentor and Todd sharing his wealth of knowledge and experience. His information and education is life changing. I highly appreciate what Todd is doing in helping many people achieve their financial independence. In addition, I am looking forward to learn from Todd even more in the future. Mane A.

I've followed Todd for years. I was fortunate to join the Expectancy Wealth Planning from the beginning. I was hesitant, due to being burned by financial planners in the past. My husband agrees that joining this class was the best money we have spent. The education has been invaluable. His experience as a hedge fund manager leads to different insights you don't get elsewhere.

Todd?s financial material allows you to build a wealth plan that ensures you have the financial success you want to achieve. Don't be surprised that he is not saying what everyone else is, because if he was you would probably be like everyone else. (struggling to build wealth) Todd has provided an unprecedented amount of support to his students and truly cares about their success.

My experience with Todd's course has been very good. The information provided is very relevant and fact based - advanced topics brought down to a 'normal' people level, which is very hard to find in this crowded financial information area. The course is not cheap, but the payback you get from the knowledge he shares is multiples of the cost. I wont' hesitate to purchase the next course when it comes out.

The scientific principles Todd has taught me through his Expectancy Wealth Planning course make it difficult to imagine ever sitting down with a financial advisor again. The wealth plan I built isn't just sitting on a shelf collecting dust like all the others. It is a living algorithm that ensures I consistently make decisions congruent with my values and goals as both my life and markets change.

I signed up for the Expectancy Wealth Planning course through FinancialMentor.com in 2018. Two years later, it's still delivering tremendous value on a regular basis. Besides the course material itself, which is excellent and extensive, I've received great benefit from the weekly "office hours" phone calls, the private online forum, and a well-curated list of additional resources. It's been well worth the cost. While I considered myself financially savvy prior to taking the course, FinancialMentor.com h

I have received an incredible education from Todd and FinancialMentor.com. The methods and philosophy espoused by Todd have proven to be sound for many years and shine through changing market conditions. He has sage advice about business, investing, finance, and retirement, that leads to a better quality of life.

The services offered by Financial Mentor are really top notch. The courses offered provide a lot of information. It really takes some time to change your thinking into the kind of mindset that it takes in order to accomplish your financial goals, so the courses will take time. There are plenty of resources to help along the way. Todd and his crew are also quite knowledgeable and accessible to help you in your journey.

I have been reading Financial Mentor blogs for years now and have read several of the books. I also use the Ultimate Retirement Calculator regularly, which is the best retirement calculator I have seen. Finally, I have taken the Wealth Planning course and participated in several of the group coaching calls. Every resource has been substantive, intellectually rigorous and high quality, which is a real testament given how much financial blather is out there. I have recommended Financial Mentor resources to my

Todd's guidance has helped my wife and I change our lives for the better. He helped us put structure around our money so that money now works for us instead of us working for money. With Todd's help we developed a financial plan that allows my wife to feel secure in our future. Consequently, we left the rat race of living in a crowded city to live in some of the most pure air & water in the US. Not only did Todd help us develop our plan, but he is still available to provide support as we execute our plan

I bought the Expectancy Wealth Management course and am also doing the Expectancy Investing Done For You. I'm a CFO and Qualified Accountant, and also have read over 20 books on personal financial planning and listened to various podcasts and read lots of online articles. In summary, I have found Todd's course and follow up support to be nothing short of brilliant and highly recommend it. He synthesises various disciplines in this area (some of which are highly complex) into one coherent, internally cons

I came across the Financial Mentor's Expectancy Wealth Planning (EWP) course in 2019 and it has been very valuable in helping me clarify my goals and approach. Todd shows his dedication in the calls he conducts and his focus to provide more value on ongoing basis.

Best and most thorough course I've seen for constructing a financial plan. If you've spent any time reading Todd?s blog posts then you know the level of quality and thoroughness to expect. The community and discussion that accompanies it is icing on the cake. No better spot on the Internet for being surrounded by smart thinkers with a variety of approaches they're applying in their own life. Happily giving this 5 stars because there aren't 6!

I have taken Todd Tressider's courses for years, followed the three asset approach he teaches, and yes it works--I am now retired, have millions, and yes, I continue to take and recommend his courses. Warren Buffet refers to his wealth building as two "value buckets": business and paper assets. Financial Mentor teaches a three tier approach, business, real estate and paper assets. Buffet doesn't mention real estate, because the businesses he buys already come with real estate. Buffet's billions did not co

So much to the concept of financial independence and retirement that I never considered. Todd takes you beyond the numbers and helps you frame it all in way that aligns the key concepts to your philosophy while developing your understanding of the inviolable principles of wealth creation.

The Financial Mentor Expectancy Wealth Planning course along with the Allocate Smartly mini-course has expanded my horizon on wealth building, growth and risk management. The program goes well beyond buy and hold investing in the typical 60/40 portfolio. The course does require a commitment of time, however, the payoff is meaningful.

Todd is intelligent, experienced, thoughtful and above all very sincere. I highly recommend this course to anyone looking to become financially enlightened. Be prepared with the tools and knowledge to take charge of your own financial freedom path.

I've worked with FinancialMentor.com for roughly a decade and purchased a number of different products over the years. There will always be those looking for a quick fix or magic solution to their problems. Sorry, but FinancialMentor.com does not provide that. It used to be a one-on-one coaching service that relied on regular phone calls. It has evolved into a virtual classroom with a deep and varied curriculum set coupled with a heavy community component. FinancialMentor.com helps you learn what you need

Great wealth building information. I have been in the financial industry for 20 years, never seen somebody covers the topic of wealth building with this depth. If you are serious about building wealth then definitely you consider this education from Todd

Great site and incredible information. Todd teaches financial information differently than anyone else. I've taken his wealth plan course and it is easily one of the best classes I've ever taken - college or MBA.

I came to Financial Mentor after struggling with trying to DIY my own "fat" FIRE path. I always felt that FIRE was always too simplistic with assumptions about investment returns. As is taught with the expectancy wealth planning course, there are a lot of good things that come from FIRE and Todd goes through the trade offs about the typical FIRE path and compares it to various alternative FIRE paths that are lesser known or almost never discussed in the open. By giving the broader spectrum, there was this i

I completed Financial Mentor's Expectancy Wealth Planning (EWP) course in early 2020 and found it extremely worthwhile and valuable. The content of the EWP course distilled years of personal finance and wealth-building knowledge into digestible, actionable teaching. Based on what I learned in the course I've been able to build a realistic, workable wealth plan that's allowed me to take tangible action toward achieving my goal of financial independence. I have worked with multiple financial planners in the

Only half way through the course and have found it very good so far. The course has given me some new information and knowledge at this point, but mainly it has given me tools to start to figure out exactly what I want and how to get there. I had an idea of what I wanted, but this really helps narrow down and focus much better. I hope to learn much more as I get further in the couse.

Financial Mentor. Truly the FINANCIAL MENTOR. Not a single student will give FinancialMentor.com less than a 5-Star. Talk about true support and education for financial independence, balanced retirement planning, confident wealth planning, top-class risk management, overall life planning from a natural perspective - no hesitation whatsoever, you have landed in the right place.

There are so many financial gurus out there. Financial Mentor/Todd Tresidder is heads and shoulders above many others because he shoots straight. Not only does Todd educate, but he warns about hidden traps such as annuities and forecasting the market. He overdelivers!

Usually, there's good information on this site and in the course, so two stars for that, although I haven't found any of it particularly earth shattering or even new. I was familiar with the strategies before finding this website. The big problem and why I stop at two stars is that the guy can't finish anything. Somehow, he gets the true believers to pay up but takes forever to deliver. In fact, there isn't one completed project yet. He's too busy taking extreme sports trips and other vacations to follow t

I am one of Todd?s foundation student and he is extremely knowledgeable when it comes to investing and wealth. He has opened my eyes to a whole new perspective. Before I was blind but now I see! Thank you Todd

So I was curious about this 52 week course via email. My expectations were pretty low, as most sites use tactics like these as click bait. But I thought I'd give it a try. 4 weeks in, still nothing about the course. Every email I get is ?next week when the course starts...? but it never does! I emailed the support team - no response. So it was promising, but now I've hit unsubscribe.

I've been part of Todd?s community and classes for the last three years. It's the best decision I've ever made. You can't go wrong with any of his products or materials. I recommend them to everyone. Life changing for the better!

The course is good. I like the section on leverage. I can't believe that building a wealth plan isn't taught in school or as part of an employer training. If people built a wealth plan and stuck with it for at least 10 years, they would be rich and wealthy, apparently $$$$

I'm a member of FIRE, so I listened to the Choose F.I. interview podcast two years ago. I think he has a insane take on investing. For instance if someone asks him about buy and hold investing, he rips apart the whole strategy. I even heard he runs away when someone claims to just buy the dip. If you sign up for his wealth planning course be prepared to be destroyed by whatever investing strategy you use because it sounds like this guy is crazy.

Excellent experience! I'm forever grateful for the training I received from Todd.

The answers you've been looking for! I found Financial Mentor a few years ago while figuring out what type of mortgage to get. Little did I know the knowledge gained since then in the course would be saving me right now!

Pretty much one of the best financial decisions of my life has been to invest in courses at financial mentor. It's given me a base of understanding that I'd been missing for years. Knowledge is power

Amazing course and incredible leader of the community with Todd Tresidder.

Awesome course I learnt so much.my only regret is I did not have this information many years ago it's a game changer.

Great training courses. You need to take some time for / on it. But the community is really great!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations