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Revenue Manager Lite

Revenue Manager Lite Package Overview

Done For You Automation

  • 1040 Tax Return Workflows: Efficiently manage standard, bank product, and amended 1040 tax returns.

  • Surveys and Quote Requests: Tools for client feedback collection and service inquiries.

  • 1040 Organizer and Forms: Comprehensive forms for Schedules C, D, E, F, 7216 Consent to Use & Due Diligence.

    Plug & Play Templates

  • Ad Templates: Customizable advertising materials for tax season and beyond.

  • Email and Text Campaigns: Includes nurturing, notification text, and email campaigns for enhanced client communication.

  • Landing Pages: A customizable Tax Prep Landing Page for lead conversion.

  • Tax Prep Engagement

    TRM Welcome Package

  • Membership Access: Exclusive access to the Tax Revenue Manager Institute for resources and

    learning.

  • Marketing Graphics: 'Book Now' and 'Offer' graphics for promotional use.

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TRM: Streamlining Tax Solutions for Efficient Financial Management. Enhance compliance, optimize revenue, and stay organized effortlessly.

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