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.
2100 N Eastern Avenue, Ste 222, Moore, Oklahoma, United States, 73160