What's Included
A Complete Done-For-You GHL System
Built for Tax Software Service Bureaus
Snapshot Installation Guide
Workflow Overview
Pipeline Overview
Complete Tax Software Service Bureau CRM
Automated ERO Lead Capture System
Automated Consultation Booking & Follow-Up
ERO Application Process
Onboarding System
EFIN Verification Tracking Workflow
Active ERO Management System
High-Volume ERO Recognition Automation
Renewal & Retention Campaigns
Cold Lead Reactivation Campaign
Support Ticket Management Workflow
Ready-to-Deploy Snapshot
Your Tax Office
On Autopilot.
Because CEOs don't chase clients systems do.
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