1. Professional Cloud Based Tax Software ($11,165 Value)

• Access to Current and Prior Year Tax Software dating back to 2018 with Unlimited E-Files, All States Returns Included, Mobile App, Dedicated Support and more.

2. All-in-One Sales & Marketing CRM ($1164 Value)

• Centralized client management, AI integration, and marketing tools—centralize and save costs with an all in one powerful sales and marketing automation platform. Big Business presence for Small Businesses.

3. Bank Product Integrations

• Offer no-interest refund advance loans and earn additional revenue through bank products to increase profits.

4. Premier Resource Hub- A comprehensive library of training and strategies designed to grow your tax business ($3332 Value):

• Virtual Tax Preparation Training: Includes software training and tax return exercises for onboarding new staff effectively.

• How to Develop Irresistible Offers: Strategies for creating compelling offers to attract and retain clients.

• Systemized 10X Referral Strategy: A guide to systemized promotions that can help you 10X your referrals.

• Automated Google Review Strategy: Enhance online credibility and address profit-sapping gaps in your business.

• Year-Round Client Nurture System: Proven system to keep you top of mind and boost client retention and engagement throughout the year.

• & More.. The resource hub is an ever growing hub to equip tax pros with the knowledge and resources to grow their business and wealth.. A centralized and ever expanding resource hub.

BONUSES:

• Exclusive Collective Community: Connect and collaborate with fellow tax pros (Valued at $197/month).

• Integrated Financial Services Referral Platform: Automatically offer valuable services within your CRM and earn commission splits.

• Done-For-You Outreach Templates: Pre-installed in your CRM for seamless communication.

• Digital Tax Law Library Access: Quick reference for accurate tax laws on the go (Valued at $89/year).