1040 Tax Business CRM / Client Portal Software and Build-out

$1,040.00
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    Introducing our Client Portal Software and Build-out  – Transforming Client Interaction into an Elevated Experience!

    **** Please Note: This is our template system and is custom for your business but anything past the template features will be an additional fee 

    Revolutionize the way you engage with clients and streamline communication with our cutting-edge Client Portal Software and Build-out. This comprehensive solution not only simplifies client interactions but also enhances your professional image by providing a secure, customizable platform that reflects the essence of your brand.

    Build-out Timeframe:

    - 21 business days (once all information has been received)

    This Order comes with the following:

    - CRM System and Setting Setup 

    - One Automated Tax Client Onboarding Workflow for 1040 client

    - One Calender Link Setup for your Tax Services

    - CRM Dashboard Setup with Auomated Tax Forms

    - Login Page Setup 

    - 3 Custom Pages Related to your Business 

    - Financial Library Related to Finances 

    - Checkoff List for Staff for Completing Tax Preparation Steps

    - Client Portal has 10 tax resource pages

    AND MUCH MORE ......

     

    Is There A Monthly or Yearly Fee:

    - No Monthly or Yearly Fees 

     

    After I Order What Can I Expect:

    - You will receive a link to register for our client portal. Here you will be able to check the status of your order, communicate with our processing team, and order new products or add-on's.

     

    Refund Policy: Due to the custom work we offer - We do not offer refunds once work has been started. By purchasing this product you agree to this policy 

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