Streamline the way you onboard your clients for yourself and even for your team. Whether you're managing a small team or scaling your tax empire, this snapshot eliminates the chaos and gives you everything you need to confidently have your clients ready to complete their intake process all inside your CRM.

💼 What’s Included:

• 🔁 Full onboarding pipeline to track clients progress

• 📩 Prebuilt forms for Client Intake , Engagement letter, and more

  ✅ Automations to send notices, reminders, and signatures updates

• 🏷️ Tags, pipelines to track progress

• 🛠️ Ready-to-use workflows for an organized onboarding experience

• 📊 Dashboard-ready and CRM-integrated

🛒 Perfect For:

• Tax Preparers who wants to track their clients and their team clients

• Maintaining structure and compliance automations

• Anyone tired of manually managing new and or returning clients within the business for tax prep!

💡Don’t have your own CRM yet? You can purchase our branded PowerSync Marketing with this snapshot fully installed and ready to use! Contact us if interested! Or click the link to view our plans

I NEED A CRM