Take full control of your tax business with our exclusive CRM Subscription for EFIN Holders—designed to streamline your client experience, boost your back-office efficiency, and set you up like the pro you are.

For a $600 one-time setup and just $35/month, you’ll receive a done-for-you CRM system tailored to your firm’s structure and brand. This package includes:

Your Own Kickoff Form: Start client relationships right with a branded intake experience that sets expectations from day one.
Custom Intake Form: Gather the right data, the right way—no more chasing documents or playing email tag.
Personalized Dashboard: Track leads, clients, and workflow in one clean view—built around how you work.
Automated Workflow: From document requests to follow-up emails—it’s all pre-built and ready to run.
Digital Engagement Letter: Lock in legal protection and client clarity with a fully branded, auto-sending engagement letter.

Whether you’re scaling a solo operation or running a multi-preparer office, this CRM system is the backbone you didn’t know you needed—but won’t want to live without.

This is not a physical product, this is a service

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