Discover The

ULTIMATE Sales & Marketing Platform

For Tax Preparers!

Get EVERYTHING You Need to Grow a Profitable Tax Preparation Business with Our Easy-to-Use Marketing System

Why The

Wealth Connect Marketing System Is Right For You

We are known for providing the

We’ve Made It

Our Business To Help You Grow Yours!

ALL the Features You Need In One Convenient Platform

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Introducing The Wealth Connect Marketing System

For Tax Preparers

Generate Targeted Leads

The Wealth Connect Marketing Platform includes a funnel builder, survey builder, and chat widget so you can drive a steady stream of new clients to your tax preparation business.

SALES PAGES WHERE YOU CAN RECRUIT TAX PREPARERS

TAX TRAINING UNVIERSITY WHERE YOU CAN ON BOARD YOUR NEW TAX PREPARERS RIGHT AWAY

Use the Funnel Builder

To create attention-grabbing landing pages that attract your best prospects and get them to contact you! This builder is “drag-and-drop” so anyone can use it, no matter your tech experience.

Use the Survey Builder

To build actionable forms that entice prospects to fill them out and submit them. We make it easy to do. You’ll have a variety of fields and options to choose from, and the forms are super easy to embed on a web page.

Use the Chat Widget

To interact directly with leads in real time. You or a staff member can answer questions, or you can set up the widget as an automatic bot that will converse with prospects according to the script you prepare.

Turn Leads into Paying Customers

Succeeding in business requires more than generating leads, you also must be able to turn those leads into paying customers, and our platform has the features to help you do just that.

  • Flexible Communication

    Frequent high-quality communication is essential for getting clients. Our platform includes email, SMS text, phone, and social media communication options so you can always reach your leads quickly and easily.

  • Call or Text

    Make calls right from your Marketing System or use the handy text feature to message potential clients directly. You can make these platform communication methods available on your phone and your computer for added convenience.

  • Portal

    The Wealth Connect Marketing System also makes it easy for you to build a portal where you can interact with clients and keep them up-to-date on the progress of their taxes. The portal helps ensure client satisfaction and simplifies payment when services are complete.

Keep Your Business Organized

Growing businesses often experience chaos and disorganization, which can slow growth and reduce profits. Wealth Connect Platform contains features to help you streamline your business and ensure it stays organized as you expand.

  • Easy Payments

    Wealth Connect Platform includes a complete payment system that allows you to track billing and payments so nothing falls through the cracks. Payments can be accepted via Stripe and PayPal.

  • Fast Invoicing

    With the Wealth Connect Platform, you also get an easy-to-use invoicing system. You can send invoices directly to clients, keep track of overdue invoices, and be notified when payment is received.

  • Build Your List

    Our features also allow you to store client information so you can tag, sort, filter, and create client lists for future communication.

Automate Your Business

Save time and hard work by using features contained in the Wealth Connect Platform to automate certain business tasks. You can do all of the following:

  • Manage Workflow

    Here you can set up automated follow-up communications for leads and clients. This way, you can turn leads into clients and clients into satisfied customers who have paid for your services.

  • Manage Social Media

    The Wealth Connect Platform includes a social media planner so that you can schedule posts on Facebook, Instagram, LinkedIn, and more.

  • Manage Your Business’s Reputation

    With this feature, you can write reviews on Google and Facebook and react to new reviews that your business has received. You can also send review requests to clients.

Responsive Support

At Wealth Connect, we truly value your business and strive to provide industry-leading customer support. When you purchase the Wealth Connect Platform, you receive:

  • Introductory Zoom Call

    One of our knowledgeable representative will participate in a Zoom call with you to help set up your marketing system

  • Platform Training

    The Wealth Connect Platform also comes with extensive training videos and guides, which are all made available on our training site – insert link.

  • 24/7 Support

    Should you have any questions about the Wealth Connect Marketing System, you can contact us via email at [email protected] or by submitting a form on our website and we will respond within 24 hours.

Don’t Go It Alone! Get The Support You Need To Thrive!

Trying to run a business on your own can be extremely stressful. The Wealth Connect Platform provides you with ready answers for all the major questions tax preparers face.

You replace uncertainty with proven-effective features that work. Now instead of trial and error, you can immediately have the tools you need to succeed – all in one convenient software program.

There is no faster or easier way to take your business to the next level. Get the Wealth Connect Marketing System Platform and put your tax preparation business on the fast track to success (and big profits)!

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