Tax Pro ToolKit

The TaxPro Toolkit 📚 📄

Presented by Hannah Financial! 5 Star Rated Tax Company⭐️⭐️⭐️⭐️⭐️

Are you tired of using paper intake forms for your tax business? Are you tired of your clients not knowing what documents they need for filing their taxes? Are you ready to get out of the Stone Age of tax preparation and make intaking your clients a lot easier? If you answered YES to these questions then this TaxPro Toolkit is for you!! 

What's Included? 📑

My intake forms that I use in my business including: 

• Individual Digital Intake Form Template $97 VALUE
• Corporate/Partnership Digital Intake Form Template $97 VALUE
• Small Business Digital Intake Form Template $97 VALUE
• Digital Rental Property Organizer Template $97 VALUE
• Digital Vehicle Expense Form Template $97 VALUE

Walkthrough videos of how to use the templates in your business including:

• How to brand your forms
• How to add fields and sections to your forms
• How to set up your automatic email notifications $297 VALUE

BONUS!! 💣💣💣💣

• How to set up text automations using your forms $500 VALUE
• My private discount for Relanet $200 VALUE