The "Not-So Techy" Snapshot

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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. Show more