━ PLUG IN AUTOMATION ━

MEET THE SNAPS

Pre-built automation bundles engineered for financial professionals. Install in one click. Run from day one. Every Snap is a complete business system — not just a template.

15 Snaps Available

4 Verticals

AI Employee Add-On

Marketplace Pricing

20+

YEARS OF EXPERIENCE

💼

AI Employee

24/7 ON DUTY

✦ SNAPS ✦

HERE ARE ALL THE AVAILABLE SNAPS

INCLUDED — LITE+

TAX VERTICAL

THE 1040 TAX PRO SNAP

The complete solo tax practice starter kit. Client intake, onboarding automations, appointment scheduling, and tax season follow-up flows — all pre-loaded and ready to run from day one.

Client intake forms & e-signature collection

New client welcome sequence (SMS + email)

Tax season appointment reminders

Return status update notifications

Post-filing review request automation

INCLUDED — PRO+

TAX VERTICAL

THE 1040 TAX PRO PLUS SNAP

Everything in the 1040 Tax Pro Snap — plus a direct integration with TMB Tax Bureau tax software. Real-time return status updates, software-triggered client notifications, and multi-preparer workflows built for growing practices.

Direct TMB Tax Bureau software integration

Real-time return status sync & client notifications

All 1040 Tax Pro Snap workflows included

Amendment & extension follow-up sequences

Multi-preparer pipeline management

High-volume intake & client segmentation

MARKETPLACE

TAX VERTICAL

THE CORPORATE TAX PRO SNAP

Built for business entity returns — S-Corp, C-Corp, Partnership, and LLC filings (1120, 1120-S, 1065). Separate intake, document collection, and milestone workflows designed for the longer, higher-touch business client relationship.

Business entity intake & engagement letter flow

Corporate document request & collection tracking

Entity-type qualification & scope automation

Filing deadline & extension reminder sequences

Year-round advisory & retention touchpoints

MARKETPLACE

FINANCIAL VERTICAL

THE CREDIT PRO SNAP

Everything a credit repair firm needs to run on autopilot. Lead capture, client onboarding, dispute tracking notifications, and automated follow-up sequences — built for scale.

Credit repair lead capture funnel

Client onboarding & contract collection

Monthly dispute status update sequence

Score milestone celebration automations

Referral request & upsell workflows

MARKETPLACE

FINANCIAL VERTICAL

THE BOOKKEEPER PRO SNAP

Monthly retainer automation, client onboarding documents, QuickBooks sync triggers, and payment reminders — everything a bookkeeping firm needs to run clean operations on repeat.

Monthly retainer invoice & payment automation

Client document request workflows

QuickBooks connection triggers

Late payment follow-up sequences

Monthly deliverable confirmation flow

MARKETPLACE

FINANCIAL VERTICAL

THE FINANCIAL MARKETING PRO SNAP

A full marketing engine for financial service firms. Lead magnets, nurture sequences, social content triggers, and campaign workflows — built to keep your pipeline full year-round, not just during tax season.

Lead magnet delivery & follow-up sequence

52-week email nurture integration triggers

Social content scheduling automations

Seasonal campaign launch workflows

Referral partner recruitment sequence

MARKETPLACE

FINANCIAL VERTICAL

THE NOTARY PRO SNAP

Appointment booking, e-signature collection, fee automation, and client follow-up workflows for mobile notaries and loan signing agents. Run your signing practice on autopilot.

Online appointment booking with confirmation SMS

Fee collection & invoice automation

Document & ID collection workflow

Signing appointment reminder sequence

Post-signing review request automation

MARKETPLACE

TAX VERTICAL

THE ERO SNAP

Built for Enrolled Retirement Office operators and service bureau partners. Partner recruitment, compliance tracking, software integration workflows, and ERO onboarding — all automated.

ERO partner onboarding sequence

Compliance document collection & tracking

TaxSlayer & OLT Pro integration triggers

Partner activity reporting automations

Multi-location pipeline management

MARKETPLACE

TAX VERTICAL

THE EDUCATOR SNAP

Course delivery, student onboarding, payment workflows, and membership management for tax education brands. Your digital classroom — fully automated from enrollment to completion certificate.

Student enrollment & access automation

Course payment & subscription workflows

Lesson completion follow-up sequences

Membership renewal reminders

Upsell sequence for course graduates

MARKETPLACE

compliance VERTICAL

THE screening PRO SNAP

Scheduling, consent form collection, result notification workflows, and employer client management — fully automated for mobile and storefront fingerprinting and drug screening operations.

Service booking & confirmation automation

Consent form delivery & collection

Result notification workflow (employer & candidate)

Employer account management sequences

Repeat client & contract renewal follow-up

MARKETPLACE

COMPLIANCE VERTICAL

THE PARALEGAL PRO SNAP

Client intake, document preparation workflows, deadline tracking, and fee collection for paralegal and document processing professionals. Keep every matter organized and every client informed — automatically.

New matter intake form & e-signature collection

Document request & delivery workflow

Deadline reminder sequences (client & internal)

Invoice & payment collection automation

Matter completion follow-up & review request

MARKETPLACE

AGENCY VERTICAL

THE REALTOR SNAP

Lead capture, buyer and seller nurture sequences, showing reminders, contract milestone notifications, and post-close review requests — a complete transaction pipeline for real estate professionals.

Buyer & seller lead capture & qualification flow

Showing appointment booking & reminder sequence

Contract milestone notification automation

Referral partner & lender nurture sequences

Post-close review request & testimonial workflow

MARKETPLACE

AGENCY VERTICAL

THE REFERRAL PARTNER SNAP

Affiliate tracking, referral link management, commission workflows, and partner nurture sequences — built to turn your best clients into your best salespeople.

Affiliate link generation & tracking automation

Referral welcome & onboarding sequence

Commission milestone notification workflow

Partner performance reporting triggers

Inactive affiliate re-engagement sequence

INCLUDED — PARTNER

AGENCY VERTICAL

THE SERVICE BUREAU SNAP

White-label ready. Manage your ERO network, track partner activity, run multi-location operations, and deliver a branded onboarding experience to every preparer under your bureau — from one dashboard.

ERO recruitment & onboarding funnel

Multi-location pipeline management

Partner compliance document tracking

Bureau broadcast messaging automation

White-label client-facing portal setup

MARKETPLACE

AVAILABLE ADD-ON — PLAN

THE AI EMPLOYEE SNAP

Your 24/7 AI-powered team member. Qualifies leads, books appointments, answers FAQs, and follows up with prospects — automatically, even when you're off the clock. The AI Employee doesn't call in sick, doesn't need training, and never misses a follow-up.