Get Ready for Your Easiest Tax Season Yet!
Time is ticking, and tax season is fast approaching! Don't let another tax season pass you by without the incredible advantage of a custom client portal. Join the ranks of forward-thinking tax professionals who are revolutionizing their practice with the power of systems expertise.
We're taking on a limited number of clients just in time for income tax season. Don't miss this opportunity to simplify your life and impress your clients.
Act now, and take the first step towards a brighter, more efficient future!
THE OFFER
Transform Your Business with Tax Pro Client Portals by Revv Consulting
Welcome to our tax professional portal solutions powered by SuiteDash! We specialize in creating customized client portals tailored to the unique needs of tax professionals. With SuiteDash's robust features and our expertise, we'll design a secure and efficient portal that streamlines communication, document sharing, and collaboration with your clients. Say goodbye to manual paperwork and hello to a more productive, client-centric tax practice. Don't miss this opportunity to take your services to the next level. Let's work together to build your custom client portal today!
INCLUDED IN OUR PACKAGE ($1,597):
- Analysis & Strategy Session: Assess and strategize your customer onboarding process.
- Branded Client Portal: A personalized portal with your branding.
- Automated Onboarding Flow (Tax Year 2023): Streamlined onboarding for the 2023 tax year.
- Income Tax Preparation Status Page: A dedicated page for clients to track their tax preparation status with your tax practice.
- Expert Project Management: Professional oversight to ensure a smooth implementation.
- Custom Branded Email Reminders: Personalized email reminders tailored for your clients.
- Streamlined Client Intake Forms: Digital forms to simplify the client intake process.
- Appointment Scheduler: Cut out the back and forth while scheduling appointments. Allow clients to choose a date and time based on your availability.
- E-Signatures: Sign your tax agreements electronically, reducing paperwork and making the process more efficient. (Note: You must have purchased the e-signature power-up for this service)
- Effortless Onboarding for New Clients: Create a seamless onboarding experience for new clients.
- Easy Intake for Returning Clients: Simplify the intake process for returning clients.
- Automated Invoicing System: Simplify billing with automated invoicing.
- Comprehensive Staff Training Documentation: Detailed documentation for staff training.
- Pre-Launch Revisions (2 Rounds): Fine-tune your portal with two rounds of revisions.
- 30 Days of Post-Launch Customer Support: Enjoy a month of dedicated customer support.
IF YOU DECIDE TO WORK WITH US, YOU'D BE IN GREAT COMPANY!
OK, BUT YOU AREN’T A TAX EXPERT!
We aren't, but you are!
As a tax professional looking to take your practice to the next level, you should consider the immense benefits of bringing on board a systems professional who isn't a tax expert. Let me paint a picture of how this strategic move could revolutionize your business and boost your bottom line.