Onboard your partners to an all-in-one platform. This buildout includes contract signing, bank registration forms, partnership registration, workflow management, and so much more! Â Imagine a place where your Tax Preparers, Tax Offices, and Service Bureaus receive custom experiences while receiving access to everything valuable your service bureau Offers. Our SuiteDash Buildout service makes it all a reality! Receive a beautifully customized portal for your organization while streamlining all your tasks and responsibilities as a Service Bureau owner. Lifetime key is sold separately and must be purchased prior to buildout.
SuiteDash Buildout for Service Bureaus/ Tax Offices (LIFETIME ACCOUNT)
$2,799.00
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8 in stock
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Tax Season SnapShot
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.
đŸ§ What’s Included
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Client Intake Form (entry point for all new filers)
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Drag-and-Drop Tax Prep Pipeline
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Customized, Automated Email Sequences
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Compliance Stage Automations
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Self-Cleaning Pipeline Logic
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Year-Over-Year Revenue Tracking
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Landing Page (Bonus)
Compatible with HighLevel.
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