2️⃣ Step 2: Your system automatically texts them 📲 and emails a link to your client intake form 📝 + meeting link 🔗
3️⃣ Step 3: You’ve got all the info ready for your meeting ✅ and can send the engagement letter with a single click! 📤🎉
🚀 Put Your Outreach on Autopilot
🤝Attract New Clients
with targeted campaigns
🔄Automate Yearly Follow-Ups
so they never miss filing 📆
📝Send a Fresh Intake Form
each tax season to kick off next year’s appointment! 🎉
$97
5 sub-accounts
Tax & Credit Snapshot
Tax training course
Credit repair course
Text & Email Marketing
Booking Calendar
Website Builder
Unlimited Contacts
Mobile App Access
BRANDED CRM
2 onboarding calls (1 hour each)
Unlimited 24/7 live chat + Zoom support
No contracts - cancel anytime
$197
10 sub-accounts
Tax & Credit Snapshot
Tax training course
Credit repair course
Text & Email Marketing
Booking Calendar
Website Builder
Unlimited Contacts
Mobile App Access
BRANDED CRM
2 onboarding calls (1 hour each)
Unlimited 24/7 live chat + Zoom support
No contracts - cancel anytime
$297
Unlimited sub-accounts
Tax & Credit Snapshot
Tax & Credit training course
Text & Email Marketing
Booking Calendar
Website Builder
Unlimited Contacts
Mobile App Access
BRANDED CRM
60+ niche-specific snapshots
2 onboarding calls (1 hour each)
Unlimited 24/7 live chat + Zoom support
No contracts - cancel anytime
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