This premium package combines everything from the CRM package, the Website package, AND the Community package — PLUS seamless integration and automated workflows built specifically for Tax Firms, Financial Services, and Service Bureau Providers.

Includes EVERYTHING in:

✓ Full CRM Build + Automation ✓ Full Custom Website ✓ Community Setup + Training Modules ✓ Logo alignment (if needed) ✓ Funnel + form integrations ✓ Client onboarding workflows ✓ Automated tax & financial service pipelines ✓ Integrated scheduling, payments & follow-up ✓ Email | SMS automation for tax clients ✓ Portal, document upload flows, and client task automation ✓ 10 Flyers included (from the website package)

PLUS:

✓ Up to 4 weeks of support for updates, modifications, and content management ✓ 24/7 support availability ✓ Optional monthly subscription for long-term management, updates, and content generation ($1500 monthly)

This package is ideal for business owners who want EVERYTHING done for them with a professional, automated system that works behind the scenes.