Centralized Tax Solutions offers comprehensive software packages tailored for the tax industry, empowering them to thrive in the tax industry. Our all-inclusive solutions streamline processes, enhance efficiency, and ensure excellence, enabling professionals to excel with confidence in their tax practices

Centralized Solutions

Mentorship

Mentorship in the tax industry from an experienced mentor enhances knowledge, refines skills, and provides career guidance, fostering growth and confidence for the mentee while ensuring professional excellence.

Growth

A company’s experience can drive another’s growth by sharing proven strategies, offering insights, and providing mentorship. This exchange accelerates learning, improves decision-making, and fosters innovation for mutual success.

Resources

An all-in-one package with simple software solutions streamlines tax processes, enhances accuracy, and saves time, enabling a tax business to focus on client growth and service excellence.

Package Offers

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CRM PACKAGE

$75 a month-Pre-Built

$50-Access (You build)

  • CRM Access

  • Level One Training

  • Dedicated Virtual Business Line

  • Facebook/Instagram Business Page

  • Scheduling Social Media Post

  • Logo

  • 5-Page Website with Client Intake Forms

  • Automations for workflows

  • Marketing Campaigns

  • Opportunities

  • 2 Part Training Course

We'll Stand With You Through Thick And Thin

Empowering Success through

Collaboration, Innovation, and Expertise.

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