CRM BUILDOUT

Your tax office needs more than tax software, it needs structure. TheTaxHub CRM Buildout helps EROs create a professional, organized system for managing clients, team members, communications, and daily operations in one place.

Your customized setup will include branded email templates, client intake forms, team member logins, workflow organization, internal team communication, a virtual meeting/consultation room, screen-sharing capabilities, and training videos to help you confidently operate your new system. 

This service is ideal for new or growing EROs who want a more consistent process for every client, every time. 

Please note: This is a customized CRM setup service, not tax software or a service bureau. Required Zoho subscriptions, domain registration, and other third-party fees are purchased separately. Final features depend on the applications and subscription level selected. A FREE consultation is required before your buildout begins.