USE COUPON CODE: "FREECRM" below

System overview ONLY no templates will be given

2 CRM Automation templates for backend setup includes Staff setup and client intake with bonus nurturing emails and sms

Your tax business should not depend on everybody remembering what to do. Automations make your office consistent, professional, and scalable — even when you’re not online.

I built a complete set of ready-to-Go automation workflows designed specifically for tax offices

AGENCY LEVEL CRM ACCOUNTS ONLY ENJOY A FULL BACK -OFFICE AUTOMATED WORKFLOW

created ready-to-import automation workflows that make your back office run on autopilot.

I will personally come in and train your staff how to fully operate your CRM platform so your business runs smooth, automated, and PROFESSIONAL: BONUS Template given to entire team

LIMITED SLOTS AVAILABLE DATES: OCT 27th- NOV 14th ONLY

Time options 12:30pm est/11:30am cst or 9:30pm est/8:30pm cst ONLY

Perfect For

• EROs hiring new teams

• Offices scaling before tax season

• Owners tired of doing everything themselves

• Teams who need order, automation & accountability