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Mobile Link
It's not just a mobile application; it's a marketing tool!
Mobile Convenience
Simplify Tax Filing for Your Clients
Send clients a secure link via text so they can complete their returns on their mobile device with ease. Submissions are automatically integrated into your tax software and added to your CRM, streamlining your workflow and enhancing client experience.
Remote Access
Take Your Tax Office Virtual
Eliminate location constraints by sending clients a secure mobile link to complete their returns from anywhere. Track the full lifecycle of leads—from marketing campaigns to IRS disbursement—while providing fast, easy, and convenient service.
Empower Your Business With Your Mobile Link
Unleash the potential of your tax business! Growing your office’s footprint has never been easier than it is now! Generate and send your mobile link to clients, and once completed, you’ll retrieve their returns inside of the tax software, with all of the relevant information already filled out for you to review!
Enhance Your Product Porfolio by Providing Virtual Services
With the mobile link, your clientele can now complete their tax return either via a mobile device, or through a web browser online. With multiple prompts for users to upload important documents, completing returns has never been this convenient!
Ready to grow your business? Each client that receives and completes a return via mobile link, will automatically be sent their own automated-referrals afilliate link, so they can begin referring new clients to you as well for the phenomenal services you provide!
Lead Management
Streamline Your Leads with Ease
Manage your mobile links directly from your CRM. When a lead is generated, the system instantly notifies the owner via text and email, ensuring timely follow-up and seamless client service. Stay connected and never miss an opportunity.
✅ Organize your leads from any physical location
✅ Need to send a lead to another office? Assigning leads is super simple
✅ Retrieve lead reports to determine the most effective marketing method
✅ Enable notifications to keep your clientele informed about their return status