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7 Days Tax Software Launch Plan (With Onboarding)
7 Days Tax Software Launch Plan (With Onboarding)
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7 Days Tax Software Launch Plan (With Onboarding)
Start your tax business the right way — fast, professional, and stress-free. Our 7-Day Launch Plan is built to take you from setup to client-ready in just one week.
Here’s What You Get:
Complete Software Setup – Tailored to your business needs.
Guided Onboarding – Step-by-step training so you know exactly how to use every feature.
Business Branding Support – Customization to reflect your firm’s identity.
Best Practices Training – Learn the shortcuts and strategies top tax pros use.
7-Day Action Roadmap – A clear plan so you’re ready to take clients quickly.
This plan is perfect for:
New tax professionals ready to start serving clients
EROs who want a smooth, fast software launch
Experienced pros looking to streamline setup
In just one week, you’ll have everything in place — software running, onboarding complete, and confidence to take on clients.
Don’t waste time figuring it out alone. Let us set you up for success in 7 days!
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