"Done For You" Tax Office Buildout & Systems Setup

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Attract and retain more clients and tax professionals with "done-for-you" marketing tools.. WebbCFS will not only provide Canva ready plug and play marketing templates, but offer access to a network of Marketing Experts to assist you with automated campaigns, funnels, and other valuable assets.

WebbCFS will handle the complete setup of your software, ensuring it’s fully configured for your business needs. We make sure your tax preparation system is accurate, efficient, and ready to streamline your filing process. We also include “how to” guides for your preparers and clients on the web based and app version.

WebbCFS offers a branded mobile app with your firm’s name or logo, giving clients a seamless way to begin their tax return, upload documents, sign their return, and obtain a copy of their return—all in one secure place.

Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

WebbCFS builds out an all-in-one CRM designed for service-based businesses to manage clients and projects seamlessly. From lead tracking and contracts to invoicing and project management, keeping everything organized so business owners can focus on growing and scaling their business.

WebbCFS will ensure your CRM allows you to manage all client communications in one place with a secure client portal. Send updates, share files, and stay connected effortlessly with built-in communication channels.

With a built-In Scheduler to handle scheduling, confirmations, and reminders, WebbCFS will ensure each appointment type, staff member, calendar, and customization is integrated or built into the CRM.

Boost productivity with customized workflow automations. WebbCFS will set up automated activity trigger workflows with phases to send conditional if/or next step emails, checklists, follow-ups, scheduling, review collection opportunities so your office streamlines business processes, saving time, reducing errors, and improving efficiency without manual effort.

Scale your tax business with our complete hiring and training system. WebbCFS provides templates for recruiting postings and onboarding tracking. With a full training system, tax preparers will learn everything from how to prepare tax returns, how to use the software, how to be IRS compliant, and the opportunity to earn the IRS AFSP record of completion.