Revenue Manager Pro Onboarding & Management

Welcome to Tax Revenue Manager! Our dedicated TRM Onboarding Team is here to ensure your journey with us begins on the right note. T

The Pre-Onboarding form initiates a partnership with experts who are committed to your success. From setting up your account to understanding our services in-depth, our team provides hands-on support and personalized guidance tailored to your business needs.

Rest assured that your onboarding experience will be smooth, efficient, and focused on your specific goals. By entrusting your onboarding to our experts, you're laying the foundation for a successful and productive collaboration with Tax Revenue Manager.

Onboarding Intake Form

Please fill out this form during your 1st onboarding call

First Name *

Last Name *

Phone *

Email *

Please select your time zone *

Business Information

Business Name *

Business Phone Number *

Business Email *

Business Address *

Hours Of Operation *

CRM Setup

Where would you like to receive SMS Notifications *

Where would you like to receive Email Notifications? *

In case that area code is not available, what other codes would you prefer your Phone Number to be in? *

The CRM comes with a Phone Number, what area codes do you want your phone number to be in? *

Which Email Address would you like to send Marketing Emails from? *

Tech Information

Do you have access to your website builder? ( if no, you will need access to it.)

Yes, I have Access

No, I don't have access

No, I do not have a website

Your website URL?

Where is your domain hosted? (You will need to login here during your onboarding call)

Social Media URL's

Business Facebook URL *

Business Instagram URL? *

Do you have a Facebook Ads account? (if no you will need one)

Yes

No

Someone else manages my Ads

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

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Get in touch

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(855) 581-4276

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

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