Platinum
Directax
Tracy Frank
— CPA
Referrals given: 0
Overdue
Active
Contact Info
| Phone | — |
| — | |
| Address | 1871 University Blvd S |
| City / ZIP | Jacksonville, 32216 |
| Zone | PRIMARY |
| Contact Method | Physical Stop |
Contacts
-
Tracy Frank Primary — CPA
-
Jessica Ortega — CPA
Visit Cadence
| Tier / Freq | Platinum — Bi-Weekly |
| Last Visit | 2026-09-30 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Stop In |
| Next Action | — |
Selling Season Progress
-
Ways We Partner + Wheel of Services
-
Retirement + PEONext up
-
Workers Comp + SixFifty HR
-
Merchant Services + Funding Solutions
Next up: stage 2 of 4 —
Retirement + PEO
Big 6 Talking Points
Lead with: 4-Ways
- 4 Ways to Partner Never Covered
- Merchant Services Never Covered
- 401k/Retirement Never Covered
- PEO Never Covered
- HR 650 Never Covered
- Payroll/WC Never Covered
Requests / Asks
-
CPA asked for listing of current clients associated with their firmCompleted 2026-08-09
Visit History
3 stops
-
Revenue share and new referrals
Tracy Frank, Jessica OrtegaMet -
Discussed rev share
Referral: 1 - Referral: 1