Preferred Vendors

Integrating Financial Planning Into Your Tax Practice

Advisor - Tax Professional Match Making Program Partner with a local, prescreened, seasoned, fee based comprehensive financial advisor of your choice. Upfront compensation to you provided.  Create an additional revenue source for your practice while controlling the advice given to your clients.

Ongoing 1 on 1 Coaching Process - Our national network of financial advisors undergo a process driven comprehensive training program developed by one of the nation's top independent financial advisors as recognized by Barron's Annual "Top 100 Advisors". Partial tuition scholarship towards NCI's Client Acquisition Program (Plan 2).


New Clients Inc. is pleased to announce a financing program with Live Oak Bank that enables you to borrow funds between $75,000 and $7.5 million to purchase an accounting or tax practice. Live Oak specializes in lending to accounting and tax firms with a competitive loan product, a dedicated accounting and tax lending team and the commitment to make quick loan decisions.


One of the largest mailing list distributors in the United States with over 40 years experience.  Contact Kyle Koehler at 866-373-2072 or via email [email protected].  Be sure to inform Kyle you were referred by NCI to receive special discounted pricing.


Your trusted back office for tax preparation, write ups and other CPA services. The trained and experienced offshore team enables GKM to provide consistent quality, amazing turnaround and cost effectiveness to CPAs. Call toll free 844-889-3852.

Acarda Sales Technologies

Appointment Setting Software – streamline your lead generation and appointment setting process with Callassist from Acarda Sales Technologies. Improve the number of appointments and your ability to manage the appointment setting process, click here for details and to order.


Specializing in start-ups, Iron Capital Group is the industry leader in alternative funding. They have an exclusive credit line program, which allows them to lend to anyone with a 600+ FICO score, with no other requirements. They also have revenue based solutions with no credit requirement. With their specialized programs, they have an approval rate of over 90% - a first in the alternative funding industry!

Employee Background Screening

New Clients Inc. is excited to announce that we now offer simple and affordable background services through our partnership with National Crime Search (NCS).  Our partnership provides you with secure and affordable access to a web-based multi-state criminal an sex offender directory that includes over 507 million criminal records.