TAXCRM
McNeal Tax & Associates
3-year ongoing partnership covering website, funnels, and the full TaxAutomationSuite stack.
The Challenge
A growing tax firm needed a modern web presence, lead-generating funnels, and a way to handle high-volume seasonal client intake without adding admin staff.
The Solution
Built their website and marketing funnels, then layered in Tax Refund Estimator, TaxIntake Pro, and Due Diligence Pro on GHL — creating one connected system from first website visit to filed return.
Key Features
- Custom website & funnel build
- Full TaxAutomationSuite deployment
- Seasonal automation workflows
- Ongoing GHL maintenance & support
Results
3+ years of ongoing partnership, full-funnel automation from lead to filed return.
Want a system like this for your business?
Let's scope it on a quick discovery call.