Get Organized Before Tax Season
Everything you need to stay organized, communicate clearly, and run your office smoothly. Most tax pros walk into January completely unprepared—you don't have to do that this year.
Most tax pros walk into January completely unprepared:
- Rewriting the same emails over and over
- Chasing clients for missing documents
- Scrambling to remember follow-ups
- Losing bilingual clients because they don't have Spanish communication ready
- Feeling stressed and overwhelmed before the season even starts
You don't have to do that this year.
Introducing: The Tax Season Starter Pack
Everything you need to stay organized, communicate clearly, and run your office smoothly, in English and Spanish.
This is the same system used by fast-growing tax offices to save time, reduce stress, and handle more clients without the chaos.
What's Inside:
Internal Operations Workflows
Streamline day-to-day office tasks with ready-to-send email + SMS templates.
- No-Show Appointment Recovery
- Referral Request Workflow
- Client Review Request Workflow
- Missing Documents Follow-Up Workflow
Each workflow includes: Pre-written email templates • Matching SMS scripts • Step-by-step sequence flow
Marketing Workflows
Each workflow includes 7 emails + 7 SMS messages.
- Retention Workflow
- Business Returns Workflow
- New Client Workflow
21 Email Templates + 21 SMS Templates with complete timing + sending schedule
Client Intake Checklist
A plug-and-play checklist you can give to every new client so nothing falls through the cracks.
- Stay organized
- Collect everything you need upfront
- Reduce back-and-forth during tax season
Helps you: Stay organized • Collect everything upfront • Reduce back-and-forth during tax season
Why This Pack Is Different
Built specifically for tax professionals, not generic business templates
These aren't random scripts from Google or ChatGPT. Every template is designed for real tax office situations.
Based on real experience with 100+ tax pros
This isn't theory. It's built from actual conversations with tax professionals about what slows them down, what clients respond to, and what actually works in the field.
Truly bilingual, English + Spanish
Most tax pros struggle to write professional Spanish messages. Google Translate doesn't cut it. These templates are culturally accurate and ready to copy/paste immediately.
Complete systems, not random files
You don't just get templates, you get the workflows that show you WHEN and HOW to use them. This is a plug-and-play operating system for your tax office.
Covers communication AND operations
Most resources only give you one piece. This pack gives you everything.
Created by someone who knows the tax industry
This pack comes from someone who has worked with hundreds of tax pros, attended industry events, understands your daily challenges, and built a CRM specifically for tax offices.
Get Organized Before Tax Season Hits
Tax season starts next month.
Right now, you have time to set up systems that will save you hours every single week.
You can walk into January with:
- Ready-to-use scripts
- Clear workflows
- Bilingual communication
- Professional processes
- Confidence and control
Or you can scramble like every other year.
Everything You Need for Just $27
One-time payment. No subscription.
You get ALL the templates, workflows, and bilingual scripts you need, without spending $97 or $197 like other courses.
Even if this pack helps you with just ONE client, one organized follow-up, one recovered no-show, one finished return,it pays for itself 10x over.
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Order Summary
- ✔️ 4 Operations Workflows
- ✔️ 3 Marketing Workflows
- ✔️ Bilingual Templates
- ✔️ Client Intake Checklist
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What's Included:
- Internal Operations Workflows (4 complete workflows)
- Marketing Workflows (3 workflows, 21 emails + 21 SMS)
- Client Intake Checklist
- Bilingual templates (English & Spanish)
- Step-by-step implementation guides
Conecta: Replaces more than 7 softwares.