Scale effortlessly with a done-for-you automated CRM system PLUS access to a private community equipped with Service Bureau Training modules.

Includes:

• Full CRM build & setup

• Automated workflows, emails & tagging

• Client onboarding sequences

• Email notifications

• Private community access

• Service Bureau training modules

• Lifetime community module updates

• Up to 4 weeks of support (updates, modifications & content management)

• 24/7 support available

• Optional monthly subscription for continued maintenance

Perfect for tax professionals, consultants, and service-based business owners seeking automation AND education.