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.
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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