Vendor Liaison

    Stop Wasting Time on Vendor Support Calls

    We open and own support tickets with Microsoft, Intuit/QuickBooks, ISPs, and key app vendors. We provide logs, reproduce issues, stay on calls, schedule appointments, and handle communications so you can focus on billable work.

    Get a free problem-solving session

    Schedule a consultation

    What We Handle For You

    Open & Own Support Tickets

    We create tickets directly with vendors, track case numbers, and own the relationship until resolution

    Provide Technical Logs

    We gather error codes, screenshots, logs, and diagnostic data vendors need to troubleshoot effectively

    Reproduce Issues

    We test and document the exact steps to reproduce problems so vendors can diagnose faster

    Stay on Calls/Chats

    We sit through long hold times and support sessions so you don't waste billable hours

    Schedule Follow-Ups

    We coordinate callbacks, escalations, and follow-up appointments on your behalf

    Handle Communications

    We translate technical issues to vendor support and report back to you in plain language

    Common Vendors We Support

    Microsoft

    M365, Azure, Entra ID, Exchange

    Intuit/QuickBooks

    Desktop, Online, Payroll

    ISPs

    Internet, fiber, business connections

    SaaS Vendors

    CRM, practice management, tax software

    Hardware Vendors

    Dell, HP, Lenovo, networking gear

    Security Vendors

    AV, EDR, backup platforms

    Phone Providers

    VoIP, Teams Phone, RingCentral

    App Integrations

    APIs, data sync, automation tools

    Pricing by Plan

    Professional Tier

    Included
    • Up to 6 hours/month included
    • Overage: $165/hr (billed in 15-min increments)
    • Covers both vendor liaison and client-facing time

    Solo & Essential

    Prepaid Packs
    • 2 hours: $340 ($170/hr)
    • 5 hours: $800 ($160/hr)
    • 10 hours: $1,500 ($150/hr)

    Unused time rolls for 12 months. Billed in 15-minute increments.

    Important Limitations

    Account Authorization Required

    Some vendors (e.g., QuickBooks Accountant Program, certain banking integrations) require the account owner to authorize or speak on the company's behalf before support can proceed.

    In these cases, we'll coach you on what to say, document the steps, stay on the line where allowed, and take over as soon as authorization is complete. We handle everything we legally and technically can, but some vendors require your direct involvement.

    Real Time Savings

    Without Vendor Liaison

    Average support case: 3+ hours (including hold time, back-and-forth emails, gathering logs, follow-up calls). That's $300-600 of lost billable time per issue.

    With Vendor Liaison

    We handle everything. You get a 5-minute update when the issue is resolved. Stay focused on client work and reclaim your time.

    Common Questions

    We'll set up a brief call where you provide authorization (usually 2-5 minutes), then we take over. We'll prep you on exactly what to say and handle all technical discussion from there. Many vendors allow delegation after initial authorization.

    Stop Losing Billable Time to Support Calls

    Let us handle vendor support so you can focus on clients. Professional tier includes 6 hours/month, or purchase prepaid packs for Solo/Essential.

    Get a free problem-solving session

    Schedule a consultation