Streamline the way you onboard your tax team with this plug-and-play snapshot built exclusively for EROs. 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 bring on new preparers — all inside your CRM.

💼 What’s Included:

• 🔁 Full onboarding pipeline to ERO progress

• 📩 Prebuilt forms for ERO Registration and Payment

• ✅ Automations to send contracts, reminders, and software logins

• 🏷️ Tags, pipelines to track progress

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

• 📊 Dashboard-ready and CRM-integrated

🛒 Perfect For:

• Service Bureau who want to train & track their preparers

• Growing tax teams who need structure and automation

• Tax professionals ready to scale with systems

• Anyone tired of manually managing new team members!

💡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!