As an accountant, you know better than anybody the tax benefits of profit sharing via a 401(k) plan. When you refer your clients to 401GO, everybody wins: your client benefits from our fast and affordable product and industry-leading support while you benefit from a generous referral spiff.
Accounting Solutions
The 401GO Difference
401GO was built for the internet era, using modern tools and advanced technology to automate processes so we can focus on the human connection and drive down costs. Our technology integrates with most accounting software. Adding our 401(k) plans to your offerings makes your client relationships more resilient and long-lasting.
What Makes 401GO Work for your Clients
Affordable Pricing
Exceptional Customer Service
Quick Setup
Easy to Navigate
Intuitive Mobile App
Available Solutions
Seamless Integration
Our proprietary technology can integrate into nearly any accounting software. If it can’t be done automatically, we’ll handle it with our True360™ solution.
Industry-Leading Customer Service
When either your client or their plan participant employees contact 401GO, they’ll get a real person who will work to resolve your concerns. We believe in maximizing human connection when it matters. In addition, all of your client’s employees, whether participants or not, get free access to our leading edge financial wellness tools.
Perks for Your Representatives
Your representatives will enjoy clear onboarding training, support from our consultants, monthly insights, and financial rewards based on referrals. Their customers are also more likely to stay around longer.
Generous Referral Rewards
You get a win-win situation where you get paid for referring clients, and your clients get a better experience. Accountants and bookkeepers get bonuses based on the number of referred clients.
Client Testimonials
See What Our Clients Say
Our Pricing
Pricing to Fit Every Budget
401GO services start at just $25 per month, but we offer multiple solutions based on your needs. Pricing plans are robust and highly customizable. Explore our plans to find the best fit for your clients.
Additional Resources
Frequently Asked Questions
Questions? We’ve Got Answers
How does 401GO benefit accountants and bookkeepers?
401GO partners with accountants and bookkeepers to provide 401(k) benefits for our shared clientele: small- to medium-sized businesses. We have integrations with most accounting software suites, allowing you to bundle our 401(k) plans as part of your services. Through our advanced technology, we’re able to reduce costs and make 401(k) more accessible to your clients and their employees.
How does 401GO software integration work?
Our expert team of software engineers creates strong and stable 360° API integrations with major accounting software developers. These integrations pass pertinent information between the software and the 401(k) platform, eliminating dual entry and reducing errors. Our True360™ service was created to provide the same hands-off experience as a full API integration, at no added cost.
News and Blog Articles
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