Accountant Tax-Season Prep System
Automate Client Intake & Filing Deadlines
TL;DR Summary
Eliminate tax season burnout by automating document collection and deadline reminders. Save 100+ hours and collect fees 30% faster.
Why this kit?
End the tax season chaos. This system automates intake questionnaires, document collection, and deadline reminders for your entire client list.
Expected ROI
$10k+ in recovered productivity
System Outcomes
- Save 100+ hours in tax season
- Collect fees 30% faster
- Reduce missing document delays
What's Inside The Kit
Tax Intake Questionnaire
Secure File Exchange
Deadline Countdown SMS
Service Fee Calculator
referral Partner portal
Funnel Steps
1
Service Inquiry Form
2
Onboarding Quiz
3
Secure Upload
4
E-sign Contract
Frequently Asked Questions
Got Questions? We Have Answers.
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