Tax Pros Go High Level CRM Buildout W/ SuiteDash
Good For:
•EROs / Tax Preparers
•Service Bureaus / Software Resellers
•Tax Resolution Specialists
•Bookkeepers
•Accountants
Eliminate The Need For Multiple Subscriptions, Multiple Platforms & Ineffective Organization W/ Our All-In-One CRM For Tax Professionals
Includes:
•Customized Platform Branding Tailored To Your Business
•Customized Secured Client Portal App
•Onboarding Flows For EROs, PTIN Preparers & Clients
•ERO & PTIN Preparer Development Academy
•LMS Buildout
•Client Intake Buildouts
•Customized Landing Pages
•Pricing Includes Lifetime Platform Access
*Does Not Include Additional Powerups*
SuiteDash CRM Buildout + LifeTime Key
We do not offer refunds for any reason. Our products are digital assets that cannot be returned therefore we don’t offer refunds on any product. Our services require our time in which we cannot get back therefore we do not offer refunds for our services. We show full previews of every digital product we offer. Please review the information carefully so that you are only purchasing products that you intend to. This policy is strictly enforced.