Plan information
*Amount is subject to change by banking institution
You will be able to maintain your Prospects, Customers as well as any sales people you may hire. You can restrict the Prospect Management Software to certian ip addresses to only allow access to your client base where you want it. You will be able to invoice your clients, make tickets, monitor follow up calls and send emails. If you choose to subscribe to one of our SMS providers you will also be able to text right from the Prospect Management Software.
The greatest asset we can transfer to you is the knowledge we have of growing your professional tax software reseller business using our experience growing from 1 tax preparation office to over 6,000 in just 5 years! Unlike our competitors developing professional tax software that already have their select resellers they cater to; you will always be of highest priority at TaxLync!
By offering a variety of products in addition to the Tax Software is key for the folks wanting to work year around or taking their client experience to another level.
We have services you make money on and we do all the work.
Creating a Brand is a KEY factor in any successful business. Build a brand that you believe in.
You can have the best product in the world but if no one knows about it you will not be successful.
Whether you are working from a high rise office building or off your kitchen table you will still needs the tools to run your business.
Things like CRM Software, Phone System, backend support tools are all key to success.
We will supply you with not only the fastest and easiest professional tax software that we develop in the US but the items needed to grow your existing business or your brand-new professional tax software reseller business to the heights we have already achieved.
With our experience we know how difficult it is to get leads, keep the leads organized and maintain the leads that are generated. That’s why we developed not only the tax software for the tax preparers we have developed our own CRM (customer relations management) software just for the reseller in mind. None of our competitors that develop professional tax software offer this you are just on your own.
This is just the tip of the iceberg of the items you need to be a success as a reseller and we bundle it all up so you are the success you want to be and if you are a current professional tax software reseller ask your software developer if they furnish: Leads, CRM, Sales training from experienced resellers.
TaxLync Professional Tax Software Demo Download