If you want to save time and scale faster this upcoming tax season, automation is your best friend. Here are 3 powerful automations to get in place now — before the rush hits: 1️⃣ New Lead Text & Email Follow-Up - Set up a workflow that automatically sends a welcome text + email to every new lead. Include your calendar link and a brief intro. Strike while they’re hot — speed = trust! 2️⃣ Appointment Reminders - Stop no-shows cold. Automate SMS and email reminders 24 hours and 1 hour before every scheduled consult. Add a “Confirm Appointment” button or reply option to increase show-up rates. 3️⃣ Client Onboarding Flow - Once someone pays, don’t leave them hanging. Trigger an onboarding email with next steps, a client portal link, document checklist, and FAQ. Make it seamless from day one. ✨ These automations can be built easily in a CRM. Who has a CRM already set up? Drop a “👀” below!

🔥 Welcome to the EFIN Growth Hub — The Ultimate Community for High-Volume Tax Pros! 🔥 Hey Tax Pro! 🎯 If you're a bank product ERO running a high-volume tax business and you’re DONE paying crazy backend fees, getting cookie-cutter support, or feeling stuck without real strategy to scale... You're in the RIGHT place. I’m Tiffany V., CPA & former auditor with 18 years of experience, and I created this exclusive community for ambitious tax professionals like you who are ready to grow smarter and faster. Inside this free hub, I share real-world strategies to: ✅ Keep more of your backend money ✅ Attract better clients ✅ Build smarter systems ✅ And scale with year-round coaching, support, and software But here's the real move 👉 See if you’re a fit for the premium-level SavvyTaxPro Academy. This is my elite growth coaching program for high-volume tax business owners ready to dominate the industry with real mentorship. 📌 GROW YOUR TAX BUSINESS TODAY WEBINAR: https://bit.ly/savvytaxbosswebinar This community is your first step.The academy is the next level.Let’s grow your empire together. See you inside, Tiffany V., CPA & Owner of Cents Savvy