Streamline both sides of your business with one powerful system built for tax and financial pros who want efficiency without chaos. This snapshot includes fully customizable forms, contracts, calendars, custom values, pipelines, automations, websites, funnels, email nurtures, and more.

From client intake to compliance and follow-up, every piece is preloaded and ready to run — saving you hours of setup and keeping your operations organized, professional, and consistent. Perfect for EROs, financial specialists, and agency owners ready to scale smart.

Also includes tax software training for TaxSlayer Pro and OLT Pro, the 2025-26 Tax Training Course, Money Mastery Course, and 10 more courses.

Exclusion & Snapshot Resale Restriction Agreement

To access this snapshot, you must have an active GoHighLevel CRM account. Please confirm that your agency allows third-party snapshot imports before purchase.

All snapshots are non-branded, non-transferable, and non-refundable. Redistribution, resale, or replication of this snapshot in any form is strictly prohibited under this Snapshot Resale Restriction Agreement.

By purchasing, you agree not to share, duplicate, or distribute this product to any other user, sub-account, or agency without written permission from the creator. Violating these terms may result in permanent access revocation.