No App Download
Customers click a secure link sent via text message to begin their tax return with you.
Transform Tax Filing for Your Clients!
Mobile Link
Send a secure link to their phone via text, enabling them to effortlessly complete their return on their mobile device. No hassle, just convenience.
Once submitted, the tax return is automatically generated in your tax software for review, and added to the Leads system in your CRM portal.
Automatically Generated
Once submitted, the return is generated in your tax software for review and added to your CRM leads.
New lead
Return generated automatically
Secure link sent by text
Client completes on phone
Lead added to your CRM
Mobile Link Features
Everything the client needs, right on their phone
From the first text to the finished return, the mobile link keeps your client moving forward without an app, a download, or a trip to your office.
No App Download
Customers click a secure link sent via text message, to begin their tax return with you.
Document Upload
Easily upload documents of any file size using our mobile link.
Integrated Tax Software
Eliminate unnecessary errors tied to rekeying, as information is provided from the client directly.
Realtime Notifications
Receive notifications via text and email the moment a new lead has arrived into your system.
Virtualize Your Tax Office!
Now the constraints of proximity have been removed
Send your mobile link to clients and watch your business grow! It's fast, easy, and convenient. Clients no longer need to travel to you to complete their tax returns; they just need to click a link to begin.
Track the lifecycle of your leadsFrom marketing campaign to IRS disbursementStart free trial
Optimize Your Lead Management
Create, assign, and manage your mobile link directly from your CRM. Once a lead comes into the system from the mobile link, there will be a notification via text message and email to alert the owner that a new lead has arrived so the client can be serviced as soon as possible. Communication is key!
- Organize your leads from any physical location
- Retrieve lead reports to determine the most effective marketing method
- Need to send a lead to another office? Assigning leads is super simple
- Enable notifications to keep your clientele informed about their return status
Need a consultation?
Our customer representatives will assist you to understand what we offer for your business goals.