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.