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The "Not-So Techy" Snapshot
  • The "Not-So Techy" Snapshot
  • The "Not-So Techy" Snapshot
The "Not-So Techy" Snapshot

The "Not-So Techy" Snapshot

$199.75 USD $799.00 USD
Shipping calculated at checkout.

This simple snapshot is not only cost effective, but it's the necessities for a tax pro that don't need all the bells and whistles. This snapshot includes:

  • 2025-2026 Client Intake Form with Conditional Logic & Automated Engagement Letter
  • Secure Document Upload
  • Appointment Scheduler 
  • Tax Prep Workflow & Automated Communication for each Stage of the Pipeline
  • Full Email Marketing Campaign for Nurturing Promotion & Communication
  • 4 Lead Generators + Drip Campaign NO FUNNEL NECESSARY

NOTE: THIS IS A SNAPSHOT, MEANING THIS IS DIY FOR YOU ONCE YOU IMPORT IT. YOU MUST BRAND IT, IT HAS NO AESTHETICS.