🔥 New Series Added: High Level CRM Setup for Tax Offices

Stop letting chaos cost you money.

If your "system" is a bundle of duct-taped tools leading to missed clients and an overwhelmed team, you're not scaling—you're guaranteeing headaches.

You need structure.

This High Level CRM Setup Series is a strong, direct breakdown of the exact automated pipeline structure a tax firm needs.

We meet M/W/F and are covering:

• Workflow Basics: Building a clear pipeline.

• Email Automation: Setup messages in minutes.

• Lead Capture: Turning leads into booked clients.

• Backend Cleanup: Making your CRM team-ready.

• Smart Auto-Replies: Getting time back.

Start the series by attending to the live training here in SKOOL Monday 11/17, Wednesday 11/19, & Friday 11/21.

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A hub for tax pros, credit experts, notaries & bookkeepers to grow, connect, and access tools, trainings, and templates to level up.

Bring people together around your passion and get paid.