Tax Preparation Service Bureau Snapshot

Tax Preparation Service Bureau Snapshot Inclusions 

Funnels & Pages

Calendars

Forms

CRM & Pipeline

✓ ERO Recruitment Pipeline

Included Stages:

New Inquiry

Discovery Call Scheduled

Discovery Call Completed

Application Submitted

Under Review

Approved

Agreement Signed

Cold / Unresponsive

Not a Fit 

✓ ERO Onboarding Pipeline

1. Onboarding In Progress

2. Software Setup Complete

3. First Return Filed

4. Active — Tax Season 

5. High Volume ERO (50+ returns)

6. Support Ticket Open

7. Renewal Pending

8. Renewed / Retained

9. Churned / Did Not Renew

Automation Workflows

Email Templates

Tags & Automation Assets

Smart Lists 

Custom Values

Internal Notifications

Documentation

✓ Snapshot Installation Guide

✓ Workflow Overview

✓ Pipeline Overview

Bonus

✓ Complete Tax Software Service Bureau CRM System

✓ Automated ERO Lead Capture System

✓ Automated Consultation Booking & Follow-Up

✓ ERO Application Process

✓ Onboarding System

✓ EFIN Verification Tracking Workflow

✓ Active ERO Management System

✓ High-Volume ERO Recognition Automation

✓ Renewal & Retention Campaigns

✓ Cold Lead Reactivation Campaign

✓ Support Ticket Management Workflow

✓ Ready-to-Deploy Tax Software Service Bureau Snapshot

If you want installed and designed for you it’s $799 after purchase. Email info@crutchfieldtaxes.com with order#. Allow 7-10 days after purchase for buildout designed. Property of Crutchfield Taxes and Financial Solutions. Can NOT be resold or duplicated, ONLY for individual use of purchaser.