Save time, get info from clients in FASTER with this 👇👇
What you will get
- Access to my FULL custom-made Personal Tax Return Collection form that you can duplicate in seconds! (VALUE ÂŁ1,995)
- When you have this, you will..
- Get information from your clients MUCH faster than ever before
- Save HOURS and HOURS trying to put something like this together yourself
- Have a shortcut to the thinking time that has gone into making this form and taking into account everything you need for a client’s tax return
- Look like a sleek and efficient firm and get compliments from your clients!
- When you have this, you will..
You also get access to these BONUSES today:
The Rapid Tax Return Collection Form - Value ÂŁ995
Get immediate access to a full replica template of the form you’ve seen in the above video for you to duplicate into your account with just one-click. Once you’ve added your logo and chosen a background colour, it’s good to go to your clients!
Psychology driven Email templates - Value ÂŁ495
Get access to a bank of email templates that I use to get clients to take action! See your response rates soar and client’s actually doing what you tell them to do when you use these templates to accompany your requests. You can take the templates and copy and paste to use them straight away.
Step by Step video training - Value ÂŁ295
Get access to my video training on how the form works and a full run through of ALL the questions so you know what’s being asked and how to add / remove anything you want to.
Tax Return Scheduler - Value ÂŁ395
Get access to a Notion template that we use to plan out week by week which tax returns are being done and by whom. Despite having a PM system, I find Notion is much more customisable and a great tool to use when planning work - especially tax returns. Also included is a great visual progress table so you and your team can see your progress at a glance and continue to motivate each other to get those returns done sooner!
Total Value: ÂŁ2,180
How other accountants are benefitting from using this resource
