Send a secure link to their phone via text, enabling them to effortlessly complete their return on their mobile device. No hassle, just convenience. Once submitted, the tax return is automatically generated in your tax software for review, and added to the Leads system in your CRM portal.
Customers click a secure link sent via text message, to begin their tax return with you
Easily upload documents of any file size using our mobile link
Eliminate unecessary errors tied to rekeying, as information is provided from client directly
Receive notifications via text and email, the moment a new lead has arrived into your system
Now the constraints of proximity have been removed! Send your mobile link to clients and watch your business grow! It's fast, easy and convenient.
Clients no longer need to travel to you to complete their tax returns; they just need to click a link to begin!
Track the lifecycle of your leads from marketing campaign all the way to IRS disbursement
Unleash the potential of your tax business! Growing your offices footprint has never been easier than it is now! Generate and send your mobile link to clients, and once completed, you'll retrieve their returns inside of the tax software, with all of the relevant information already filled out for you to review!
Create, assign, and manage your mobile link directly from your CRM. Once a lead comes into the system from the mobile link, there will be an notification via text message and email to alert the owner that a new lead has arrived, so the client can be serviced as soon as possible. Communication is key!
Organize your leads from any physical location
Need to send a lead to another office? Assigning leads is super simple
Retreive lead reports to determine the most effective marketing method
Enable notifications to keep your clientele informed about their return status
With the mobile link, your clientele can now complete their tax return either via a mobile device, or through a web browser online. With multiple prompts for users to upload important documents, completing returns has never been this convenient!
Earning referrals has never been easier! Each client that receives and completes a return via mobile link, will automatically be sent their own referral afilliate link, so they can begin referring new clients to you as well for the phenomenal services you provide!
