Tax Professionals

Do you currently own a tax business, or in the process of starting one?

Performing consultations, generating leads, gathering information from the client to complete the return, all while trying to market or scale your business can be a daunting task, but with automation we can assist with streamlining your workflow by taking you out of the equation for mundane repetitive tasks and replacing you with an automated process.

We specialize in setting up Automations for Tax Preparation Businesses. Our packages are based on the workflow of our previously owned tax business and the input of other tax professionals, so we are familiar with the flow of running a Tax preparation business. With taxes, not one flow fits all, so you do have the option to customize your own package. 

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10 Tasks You Can Automate to Save Time

  1. Scheduling appointments and meetings

  2. Virtual meetings

  3. Client reminder emails

  4. Client reminder calls

  5. Onboarding new clients

  6. Client Folder Creations

  7. Document Management

  8. Getting Signatures

  9. Payments

  10. Nurturing Campaigns

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Our Packages

All packages are a ONE-TIME FEE. You are responsible for acquiring and paying for any systems needed to build out your Automation. SMS packages have different turnaround times then standard packages.

For your automations you will need a paid plan with Zapier

For SMS automations and automated calls or voice drops, we recommend Twilio

If you don't have a CRM with email marketing then we recommend ActiveCampaign for your email marketing, you must have at least the lite plan. 

For intake, we recommend Cognito Forms and at a minimum their team plan. 

Click the below button to view REQUIREMENTS and RECOMMENDATIONS for Tax Preparation Automations. Print the document or save it to your device for future reference.

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Elite Automation Package

CRM Build Out

Starting Price

$2500

Must submit Quote Form with Custom workflow and schedule consultation for final price

Automation Demo Video 

* CRM BUILDOUT- taxoffice in one software*

Completely customize and build out your CRM as a Tax Office to fit your Brand. Including walkthrough of SOPs

Email marketing automation for leads and clients (35 templates included, not canva templates, will have to pay extra for canva templates). We set up emails with your logo and a basic signature

Appointment booking site set up for all your calls (Zoom Conference Calls included)

Will build out your intake forms in CRM (You must already have a form template)

Recorded walkthrough video of your newly built automations

Facebook Messenger Bot setup on your Facebook Business page. We will set up an autoresponder through ManyChat (Free Plan). This bot will respond to all messages and give an option to go directly to your website or provide links.

Setup a Where's My Refund Section on Your Website if applicable

14 Business days to Setup

*Option to Expedite*

Customize Your Own Automation Package

Let us build out your workflow! If you have specific tasks that you want to be automated this package is for you. You will give a detailed breakdown of your needs and we will send you an itemized estimate of the cost of your build-out.

Turnaround times may vary

Professional Automation Package

Starting Price

$997

Must submit Quote Form with Custom workflow for final Price

Appointment booking site set up for all your calls (Zoom Conference Calls included)

Email marketing automation for leads and clients (35 templates included, not canva templates, will have to pay extra for canva templates). We set up emails with your logo and a basic signature. Reminder Emails and Updates

Setup Trigger automations from your forms so that when you change statuses an email is sent to the clients updating them on the status of the refund or requesting additional documents (Reviewed, Incomplete, Complete) Cognito Forms Recommended. 

Folder created automatically in your Dropbox or Google drive when Client signs up. (Form Permissions and Storage sizes matter)

Notifications to You When a Client signs up

Google Sheets setup for Storing Clients Infomation

Facebook Messenger Bot setup on your Facebook Business page. We will set up an autoresponder through ManyChat (Free Plan). This bot will respond to all messages and give an option to go directly to your website. 

Setup a Where's My Refund Section on Your Website if applicable

14 Business days to Setup

*Option to Expedite*

Best Value!