Startup Toolkit™ for Citizens Private Bank™ Clients

Discover exclusive benefits for Citizens clients.

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42 Results found

Top Professional services in the Startup Toolkit™ for Citizens Private Bank™ Clients

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Insperity

Existing and new customers
Discount 10%

Insperity's HR360 Solution - 10% Discount

The Insperity Premier platform is your dedicated space for managing HR tasks. Whether you need to complete a routine function or access in-depth data to fuel a people strategy, this advanced HR tech system has you covered. Discover how Insperity's platform can support your strategic HR decisions to help you create an unquittable culture and expand your business with ease.

Zeni - AI-Powered Accounting

New customers
Discount 20%

  • Bootstrapped

20% off Bookkeeping, Taxes, or CFO Services

  • 20% off any Zeni services when paying up front
  • 10% discount if paying month to month

Gusto

New customers
FREE

6 Months Free! All In One Payroll, Benefits, HR

Gusto helps modern business owners build incredible workplaces by providing access to simple, automated payroll, benefits, onboarding, and HR tools — all in one, easy-to-use people platform.

Tens of thousands of tech companies and startups rely on Gusto as their people platform. Gusto enables startups to manage their payroll, HR, benefits, health insurance, remote hiring and onboarding, new state business registration, domestic and international contractors, and R&D tax credits - all from one centralized platform.

Gusto takes care of the fine print, so you don’t have to. Gusto automatically calculates, pays, and files your federal, state and local payroll taxes, as well as W-2s, 1099s, and new Plus, Gusto handles the state and local paperwork when you need to file payroll taxes in a new state - whether you’re hiring someone across the U.S. or your employee is moving stateside.

Built by startup founders, for startup founders. As startup founders themselves, Gusto’s leadership team understands what startups need from their payroll and people platform to quickly scale. More than 500 graduates of Y Combinator have chosen Gusto to date.

Gusto helps startups and tech companies access vital funding through tax credits. Tech companies and startups are prime candidates for federal R&D tax credits. But in the past, they’ve only been available to large companies and public accounting firms. Through Ardius, a Gusto company, we’re democratizing access to tax credits for startups and tech companies of all sizes - with some businesses securing as much as $380k in funding for their day-to-day research and development.

Gusto helps you access talent from around the world. Gusto helps manage cross-border payments to contractors in nearly 100 countries and counting.

Gusto helps you care for your people. Take care of your employees, so they can take care of your business. Gusto handles health insurance administration, while giving your employees easy access to spending and savings accounts and early direct deposit through the Gusto wallet app.

Need help? Get stellar support and expert advice on payroll, benefits, insurance, and people operations by phone, email, or chat.

Pilot

New customers
Discount 90%

💼 Small Business Booster (For New Sole Props & Single Member LLCs)

$1,000 tax filing + $10/month bookkeeping (normally $99/mo) | US entities only

Built for new small business owners who need affordable, hands-on support getting off the ground.

What's included:

  • Monthly bookkeeping
  • Federal + state tax filing (1040 + Schedule C)
  • Free onboarding to Pilot
  • Help setting up your bank account, credit card & payroll
  • Small business resource library + monthly webinars

Who qualifies: US business under 1 year old, under $15,001/month in expenses at signup

After your first year or if you exceed the expense limit, you'll move to the standard Pilot Essentials plan at $99/month. Tax complexity beyond standard returns billed after filing.

Carta

New customers
Discount 20%

Carta - Fund & SPV Administration

Let Carta help you streamline your fund's back office. Services we offer:

Fund Administration - full service from experienced accountants, leading technology and streamlined LP experience

Fund & SPV Formation - entity incorporation, document templates, LP onboarding, budget setting, partner intros, capital calls & closings

Fund Forecasting & Portfolio Management Tools - utilize dynamic forecasting models and real time portfolio company data in your models and reporting

Valuations - ASC 820 valuations using our software or get audit-defensible valuations from our team of experts

Fund Tax - tax experts prepare and file returns for you and your investors

Carta Equity Management - Join our partner program to provide equity management discount to your portfolio companies

Zendesk

New customers
FREE

Use Zendesk Suite and Sales CRM FREE for 6 months + 30% off first annual subscription

Every customer counts with Zendesk for Startups.

Elevate your startup's customer experiences with our easy-to-use CRM platform and advanced AI tools. Qualifying, early-stage Citizens Bank startups get access to exclusive benefits like...

· 6 months of Zendesk Suite and Zendesk Sales CRM for free

· 30% discount off your first annual subscription

· Additional VIP benefits including dedicated 1-on-1 onboarding with our startups success team

· Access to community events and educational resources

Two ways for VC-backed startups to qualify:

1. Less than 50 employees

To qualify, you must be a new Zendesk customer and have no more than Series B in funding.

2. 50-250 employees

  • To qualify, you must be a new Zendesk customer. There is no funding limit. You do not get 6 months free, but you will receive 30% off your first annual contract, and get access to all other startup resources to help you succeed.

Pulley

New customers
Discount 20%

  • Bootstrapped

Save 20% Off Your First Year of Cap Table Management Software

Companies on GetProven get 20% off their first year on "Startup" or "Growth" plans, concierge onboarding, and dedicated, expert support.

Carta

New customers
Discount 20%

20% Off First Year's Subscription to Carta (New)

As part of Carta’s Partner Program, portfolio companies of select venture firms receive a 20% discount on their first year subscription as well as waived implementation fees.

Please note that existing Carta customers are not eligible.

Formation stage companies may be eligible for a free subscription through Carta Launch. Please see the Launch offer for more details.

Pilot

New customers
Discount $6,500

🚀 Startup Booster (For New C-Corps & Multi-Member LLCs only)

$750 for your first year of tax filing and bookkeeping is free until you outgrow the program.

Everything a newly incorporated startup needs to launch with clean financials.

Built for: US-incorporated C-Corps and Multi-Member LLCs that are under 1 year old and under $15,001/month in expenses.

What's included:

• Free onboarding to Pilot

• Monthly accrual-basis bookkeeping — free while you qualify

• Federal + state tax filing + extension — $750 flat

• Business checking, savings & corporate credit card setup

• Payroll set up for you

• Startup resource library

• Access to US-based financial experts

Once you hit your first year or exceed the expense limit — whichever comes first — you'll move to Pilot Core (bookkeeping from $399/mo, based on monthly expenses) + Tax Starter ($750/yr).

Burkland

New customers
Discount 50%

Founders Package

50% off the first three months of all Bookkeeping & Accounting services

Two hours of free Controller work

Complimentary one-hour CFO consultation

Waived onboarding fees

Discounts with Burkland’s tech stack partners, e.g. QBO, NetSuite, Ramp, Expensify, Bill, Gusto, Deel, Carta, Puzzle, and more

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