Your clients don’t just rely on your platform—they rely on your team. And during their busiest times of year, that support matters more than ever.
Tax season, open enrollment, and year-end deadlines are periods that bring high expectations and limited internal bandwidth. Clients are juggling time-sensitive tasks, shifting priorities, and unexpected challenges, such as team turnover or leave coverage. The need for reliable support isn’t hypothetical—it’s immediate.
When that need shows up, they’re not looking for a new vendor. They’re turning to the partner they already trust. They’ve invested in your platform, know your team, and have gone through implementation. That puts you in the ideal position to step in with timely, hands-on help when it matters most.
By offering managed services that meet seasonal demand, you’ll strengthen client relationships and unlock new revenue without reinventing your business model. The best part: Setuply makes offering these services scalable.
Every January, clients start to feel the pressure. ACA compliance deadlines loom, forms pile up, and internal HR teams often scramble just to keep up. This is your moment to step in with hands-on help.
Offering ACA Compliance-as-a-Service means you take the lead on validating employee data, generating 1094/1095 forms, and managing electronic filings. For your clients, it’s a huge weight off their shoulders. For you, it’s a seasonal service that enhances your value proposition and opens the door to longer-term managed support opportunities.
As tax season approaches, your clients are under pressure to get their financials in order. They’re dealing with messy ledgers and inconsistent data, and the looming pressure of audits can quickly overwhelm internal teams.
Tax Prep-as-a-Service is a proactive engagement that includes cleaning up records, reconciling accounts, flagging discrepancies, and packaging everything in a CPA-ready format. Rather than replacing their accountants, fintech providers are making them look good. Your clients walk into tax season feeling prepared. You walk away with a reliable new revenue stream.
Enrollment season is often chaotic. Benefits teams are dealing with changing carrier rules, employee updates, and mounting compliance tasks. This is where insuretech providers can really shine.
With an Enrollment Audit-as-a-Service offering, you can step in to review elections, reconcile data across platforms, and spot potential issues before they trigger fines or frustration. Beyond cleanup, it's confidence, delivered at exactly the right time. It’s a service that delivers clarity when it’s needed most—and positions your team as a reliable extension of theirs during a critical window.
Offering these client management services during peak seasons is a smart way to drive additional revenue—but the upside goes far beyond your bottom line. When you offer support during high-pressure times, you deliver more than just a service—you reinforce your value.
That shift in perception is powerful and profitable.
Clients who see you as a trusted partner are more likely to expand their engagement with your platform and your team. They’re open to new service lines, platform add-ons, or advisory support because they’ve already experienced your value firsthand when it mattered most. That translates into:
You don’t need to build a services infrastructure from scratch to do this right. Setuply is designed to help solution providers seamlessly expand their client management services, with features that make every client engagement easier to deliver and scale:
With Setuply, you can transform high-pressure periods into strategic opportunities that strengthen relationships and grow your business. Managed services make it possible. Setuply makes it scalable.
Experience the Setuply difference for yourself.