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Want to Make 100% of your Fees! Here's what we offer!
NO Revenue Sharing 100% of Prep & E-file fee
How to Master & Develop Preparers Playbook
EFIN Required
Unlimited E-files
Paperless Office
Software Training
Software Tech Support
SLB Tax Proz Tax Software
Private Facebook Community
Weekly Payout in Real Time
Tax E-book
Business Planner
Software Playbook
Proof of 25+ funded bank products from prior season
Tax Academy, CRM/Jot form & Mentorship available for Add On


Elevate Your Tax Business With a Done-For-You Tax Academy β Train, Scale, and Profit!
Are you a tax professional looking to streamline your team training or expand your business offerings?
Imagine having a complete Tax Academy under your brand β no content creation, no guesswork β just plug and profit.
Introducing the Ultimate Tax Academy Licensing Package β built for tax pros, by a tax pro.
β Train Your Team Faster:
Whether you're onboarding new preparers or building out a full in-house team, our academy gives them everything they need to become knowledgeable and confident.
β White-Label Ready:
Use your brand, your logo, and sell it as your own digital course! Perfect for tax pros, coaches, and entrepreneurs looking to generate an additional income stream.
Hereβs What You Get:
π 50 comprehensive training modules β covering everything from tax basics to business structures, credits, compliance & more.
π§Ύ 4 mock tax filesβ real-world practice without the risk.
π 6 interactive quizzes β test and reinforce knowledge.
π 20+ downloadable resource attachments β forms, templates, cheat sheets, and more.
π Resell rights included β charge what you want and keep 100% of your profits.
Whether you're building your internal tax school, upselling training to new tax pros, or creating a passive income stream, this is your shortcut to success.
No curriculum to build. No guesswork. Just results.
πΌ Let your brand be the expert. We provide the content β you provide the impact.
π© Ready to train your team or launch your own branded tax academy?
Click the link below to get started.
π² Tired of Losing Leads or Chasing Clients Down? Meet Your New Favorite CRM β Click Connects! π₯
If you're still using spreadsheets, sticky notes, or digging through DMs to find client info β it's time for an upgrade. What's amazing is its built out just for Tax Pros!
Click Connects was built specifically for tax pros who need a smarter, simpler way to:
β Organize their clients
β Automate follow-ups
β Nurture leads into loyal customers
β Keep everything in one place β 24/7
πΌ What Click Connects Can Do for Your Tax Business:
π Automated Pipelines: From lead β booked β filed β repeat β never lose track of where a client is in your funnel.
π¨ Built-in Text & Email Marketing: Easily send reminders, promos, or nurture campaigns on autopilot.
π Appointment Scheduling: Let clients book you without the back-and-forth.
π§Ύ Client Portals & Forms: Send documents, collect info, and store everything in one easy-to-access platform.
π Reporting & Analytics: Know whatβs working in your business and what needs attention.
Whether you're a solo preparer or running a team β Click Connects gives you the system you need to stay organized, automate your follow-up, and increase your revenue.
No more juggling apps or paying for 5 different platforms.
This is the all-in-one CRM solution tax pros have been waiting for.
π£ Ready to take your tax business to the next level with Click Connects?
Letβs get you set up today.

Register for our upcoming live webinar!
Register for our upcoming live webinar!

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