Banks Tax Pros

Missed the Tax Class? Don’t worry your opportunity isn’t gone!

Enrollment for Banks Tax University opens June 3rd, and this is your chance to get in.

ERO Package – $499
RUN your tax business with no experience and no revenue splits.

What You Get:

- PTIN & EFIN Assistance: We walk you through it so you’re set up right from the start

- Professional Tax Software: Secure, reliable, and built for accuracy

- Custom Client Intake Forms: Streamline onboarding from day one

- Tech Support: When something breaks, we don’t leave you hanging

- Access to Banks Tax Pros University: Learn the ins and outs of the tax industry

- Private Community: Get support, ask questions, and grow with others like you

PLUS Bonus Perks:
- Referral Access: Meet our trusted partners for branding, marketing, and banking
- Performance incentives: Receive other payments, besides tax prep fees

Optional Add- On:
• Software Branding $899: Remove the BTP logo and url and replace with your business

Why stress when Flow Connex can handle it all? 👩🏽‍💻 From scheduling to social media, reporting and analytics, billing and invoicing we’ll keep your tax business running seamlessly—so you can stay focused and stress-free.

To learn more about Flow Connex, visit our website at flowconnex.com

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Here’s why each of these topics is crucial for maintaining a strong relationship with clients:

• Consistent Communication ⬇️

Regular and clear communication helps build trust and transparency. 

• Understanding Their Needs ⬇️

Taking the time to understand your clients’ needs allows you to offer personalized solutions that align with their goals. 

• Be Responsive and Reliable ⬇️

Prompt responses and reliability demonstrate professionalism and commitment. 

• Deliver Value Beyond Expectations⬇️

Going above and beyond shows clients that you are invested in their success. 

5. Seek Feedback and Act on It⬇️

Actively asking for feedback ensures you’re meeting client expectations and allows for continuous improvement. 

Comment “I NEED IT” to get more information about our Flow Connex software! 💼

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Package 1: Self-Guided Tutorials ⬇️

💰$499 annually

Includes comprehensive tutorials that walk tax professionals through the process of setting up and customizing their CRM. Topics cover lead management, follow-up automation, client retention strategies, and appointment scheduling.

Additional Resources: Templates and other helpful resources are provided.

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Package 2: Tax CRM Build-Out ⬇️

💰$1,999 one-time setup fee, $499 annually

A complete CRM setup service where our team customizes the CRM for tax business owners. This includes branding, pre-built automation, and funnels to improve efficiency during tax season.

Support: 3 months of post-setup support, including troubleshooting, optimizations, and updates.

Exclusive Features: Advanced integrations such as SMS and email campaigns, appointment reminders, client onboarding automation, domain setup, API registration, and other key integrations tailored for tax professionals.

Join our engaging online software training to enhance your skills and ensure accurate tax filings while maximizing deductions and credits for your clients.

Delivered via Zoom conference, this comprehensive training offers step-by-step guidance throughout the entire month of September.

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Thrilled to receive such positive reviews from my students Shenequia Jackson -Dea and Justice Pollard on my online self-paced tax courses!

Your feedback motivates me to continue providing top-notch education. Thank you!

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If you’re looking to start your own tax business before the 2025 tax season, enroll online at www.bankstaxpros.com today!

Grateful for the wonderful feedback from my student Marita Anderson on my online self-paced tax courses!

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If you’re looking to start your own tax business before the 2025 tax season, enroll online at www.bankstaxpros.com today!

Creating a professional brand identity for a tax business involves several key steps such as but not limited to:

• Define Your Brand Strategy
• Develop Visual Elements
• Create Brand Collateral
• Establish Online Presence
• Marketing and Promotion

Additional Tips 🔑

• Professionalism: Always maintain a high level of professionalism in all aspects of your business.

• Trustworthiness: As a tax business, trust is crucial. Ensure that your branding communicates reliability and integrity.

• Legal Compliance: Make sure all branding elements comply with legal requirements, especially in the finance and tax industry.

By following these steps, you can create a strong, professional brand identity for your tax business that attracts and retains clients.

I’m looking for five service bureaus!

It took me five years to get here. I worked with different companies and tried various software, but none accommodated my vision.
Last season, I found a system that positioned me and everyone connected to me to grow.

If you are looking to become a service bureau or you are already a service bureau that has been in business for over a year, has funded 100 bank products, and has a team, look at the next slide to see your benefits.

If you like what you see, let’s chat!

Did you miss our university student enrollment deadline? Don’t worry! Late registration opens up on May 15th, 2024.

Join Banks Tax Pros now! You will learn tax preparation, tax laws / new updates, how to prepare tax returns, how to market your business and more.

❌❌NOTE❌❌
All late registration must be PAID IN FULL before student start date.

Visit our website, www.bankstaxpros.com to enroll.