Done For You Automation

• Tax Pro Onboarding Workflow: Streamlined process for integrating new tax professionals.

• Tax Pro Education Workflow: Continuous learning and development resources.

• Software Resell Workflow: Tools and strategies for effective software reselling.

• Prospect Workflows: Tailored for software resell and mentorship ads.

  Plug & Play Templates

• Campaigns: Birthday and holiday campaigns to engage clients.

• Emails: Nurturing, notification text, and email campaigns for effective communication.

• Surveys and Questionnaires: Including tax pro onboarding, banking product, and software setup.

• Forms: Templates for tax pro, education, and software contracts.

• Landing Pages: Preparer development, software resell, preparer recruitment, and promo offer templates.

  TRM Welcome Package

• Membership: Access to Tax Revenue Manager Institute and Tax Pro SOPs.

• Graphics: A selection of 'Book Now' and offer graphics.

  Fin Firm SubAccounts

• 25 rebillable 1040 subaccounts

• 10 rebillable ERO subaccounts at exclusive rates.