The "Not-So Techy" Snapshot

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.