Discover Your Automated Tax Office Purpleprint

💜 Cyber Week Tax Pro Starter Kit

$75 Today + $75/Month
Lock in your funnel, forms & calendar for Cyber Week only.

Today you’re paying a $75 deposit to activate your setup and lock in $75/month for your Tax Pro Mini Suite. Your recurring billing will start once your account is active.

Cyber Week pricing is limited and may increase after this promotion.

Choose Your Suite -Start Small or Go All In

We built every package to meet you where you are.
Each suite includes full CRM setup, branded automations, and your secure client portal- so you can start running like a 6-figure business from day one!

Client Portal Setup

Your clients get a secure, branded space to upload documents, sign contracts, and track their tax return progress- all in one portal.
No more back-and-forth emails or chasing files. It’s sleek, organized, and fully automated.

Automated Workflows

From DM to done- your leads are greeted, onboarded, and guided automatically.
Contracts, welcome texts, and reminders all send themselves so you can focus on the money, not the manual work.

Pipeline & Organization

Stay on top of every lead and client in real time.
Your color-coded pipeline shows who’s new, who’s active, and who’s done- so nothing slips through the cracks again.

🚨 Cyber Week: $75 Deposit + $75/mo for your Tax Pro Starter Kit 💜

Launch your client system in 24 hours with done-for-you forms, calendar, and workflows.
No funnels included — this is a systems-only starter kit.

What’s Included:

Client Intake Form (done-for-you)

Document Upload Form (IDs, W2s & tax docs)

Tax Season Booking Calendar with reminders

New Lead Auto-Responder (email + SMS)

Client Intake Workflow (tags + notifications)

Appointment Workflow with no-show follow-up

CRM Dashboard Access

Tax Pro Pipeline (New Lead → Filed)

Automatic text + email notifications

Client organization & tagging system

Pre-written email & SMS templates

24-Hour Setup Guarantee

PRICING

Choose Your Plan

Each plan includes a set up fee...

Starter Suite

$99/m

  • Complete CRM Setup & client organization system

  • Lead capture forms with automated tagging

  • Basic client workflows (inquiry → booked → onboarded)

  • Automated email & SMS follow-ups

  • Client portal access for document storage & updates

  • Pipeline management for tracking every lead

  • 1-on-1 Kickoff Setup Call (optional upgrade)

  • 24-hour turnaround onboarding
    (One-time $150 setup fee applies)

No contracts - cancel anytime

Growth Suite

$199/m

  • Everything in Starter Suite, plus:

  • 1 High-converting funnel (client onboarding or lead magnet)

  • Up to 5 advanced workflows (appointment confirmations, missed call text-backs, etc.)

  • Review & reputation automation

  • Dashboard reporting for lead activity

  • Custom domain connection

  • Team access (multi-user CRM setup)

  • Branded email templates + SMS sequences
    (One-time $150 setup fee applies)

No contracts - cancel anytime

Boss Suite

$299/m

  • Everything in Growth Suite, plus:

  • Unlimited custom funnels (sales, onboarding, lead generation)

  • Up to 10 premium automations (AI integrations, nurture sequences, etc.)

  • White-label branding (your logo, your domain, your vibe)

  • Private client portal setup with course or resource access

  • Ongoing funnel & workflow revisions (unlimited)

  • Dedicated support channel with priority response
    (One-time $150 setup fee applies)

No contracts - cancel anytime

Let’s Map Out Your CEO Systems Together

In this free call, we’ll walk through your current client flow, identify what’s draining your time, and show you how automation can turn your business into a smooth, CEO-level experience.
Choose a time that works for you below and let’s start building your systems together. 💜

"Automation doesn’t replace your touch -it amplifies your power.”

~Your Automation Bestie 💜

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