Customer Relationship Management (CRM)

This Drag-N-Drop Automation Snapshot is a ready-to-install HighLevel workflow built specifically for tax offices that want structure, speed, and sanity.

It includes a fully mapped tax prep pipeline, automated client emails, compliance checkpoints, and a self-cleaning system that keeps your opportunities organized without you babysitting every lead.

Clients enter through the intake form, move cleanly through each stage, receive the right communication at the right time, and either progress or automatically clear out — no dead leads clogging your pipeline.

This snapshot was designed for real tax season pressure: high volume, compliance needs, follow-ups, and year-over-year tracking — all handled inside one automation.

Plug it in. Customize it. Run your office like a grown operation.

🧠 What’s Included

• Client Intake Form (entry point for all new filers)

• Drag-and-Drop Tax Prep Pipeline

• Customized, Automated Email Sequences

• Compliance Stage Automations

• Self-Cleaning Pipeline Logic

• Year-Over-Year Revenue Tracking

• Landing Page (Bonus)

Compatible with HighLevel.