12/04/2023
As promised our free 14-day trial of our tax CRM is now live. I hope this CRM is a solution to all of your systems and automation problems.
✅Intake Forms
✅Website and Funnel
✅Prebuilt Sales Pipeline and Lead Generation
✅Calendars
✅Client Management
✅Unlimited Users
✅Phone and SMS systems
✅Prebuilt Email and SMS Campaigns
✅Client Portal for Document exchange (coming before 2024)
✅ Course Builder and much more
And as an added bonus, I’ve partnered with Tax State Of Mind to offer FREE tax software to everyone who qualify.
You can access the Free 14 day trial here:
An Automated CRM for tax professionals that will save them time and make tax filing easy for the tax professional and their clients.