TAX OFFICE SYSTEMS BUILDER: From Busy to Structured

Busy but unorganized?

The Tax Office Systems Builder gives PTIN’s and new ERO’s a clear workflow, client structure, and backend system so you can run your tax business without chaos.

Includes:

• Full workflow system

• Intake optimization

• Client control system

• Organization structure

• Payment system

• Scripts

Digital download. Instant access. Refunds are not permitted.