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Use What You Have + What We Bring
Customer Relationship Manager (CRM)
Customer Relationship Manager (CRM)
Customer Relationship Manager (CRM)
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. We can build using your existing CRM or recommend one for you!
Marketing Tools
Customer Relationship Manager (CRM)
Customer Relationship Manager (CRM)
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.
SOPs and Policies
Customer Relationship Manager (CRM)
SOPs and Policies
WebbCFS will create SOPs and Policies to protect your business with Step by Steps guides for your team and Policies for your clients to safeguard your business.
Systems
Tax Preparer Hiring & Training Systems
Tax Preparer Hiring & Training Systems
Tax Preparer Hiring & Training Systems
Enhance your tax firm 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.
Client Onboarding & Compliance Systems
Tax Preparer Hiring & Training Systems
Tax Preparer Hiring & Training Systems
From the second your clients want a quote, through the intake process of gathering documents needed to prepare their return, the interview process to ensure accuracy and compliance, signing the return, and finally submission - WebbCFS will build a full system customized to reflect the way you like to do business with your community!
Workflow Automations
Tax Preparer Hiring & Training Systems
Workflow Automations
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.
Software
Full Software Setup
White Label Client Facing App - Available as an Add-On
White Label Client Facing App - Available as an Add-On
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.
White Label Client Facing App - Available as an Add-On
White Label Client Facing App - Available as an Add-On
White Label Client Facing App - Available as an Add-On
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.
Secure Electronic Signature and Document Repository
White Label Client Facing App - Available as an Add-On
Secure Electronic Signature and Document Repository
Securely Capture your clients Signature and house their documents. Not to mention their completed Tax Return will be on file where they can come back to it when they need it@
"Done for You" Tax Office Buildout & Systems Setup
- Full Software Setup
- Customer Relationship Management (CRM)
- Email and Messenger Communication
- Built In Scheduler
- Workflow automations
-Tax Preparer Hiring & Training Systems
-Marketing Tools
- Client Onboarding & Compliance Systems
AND MUCH MORE
Starting at $999
Sale Ends 10/1/25