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Sponsors of Tax Pro Fellowship and our Website Pipe Line Innovative Way Customer intake done right, the first time. See how it works Cross-company Collaboration, Client Documens-Communications Flow Management Integration

Special Offer for Tax Pro Fellowship Members [click here]: Stop sending PDF organizers, chasing customer info, tracking whether invoices are paid, etc. Firms that use a true digital tax organizer (not just a PDF) don’t waste any time on these things, because all the tedious manual tasks are either automated or eliminated. Imagine how easy and streamlined your customer tax intake would be if it was completely self-service (like a self-checkout): Customer starts via your tax announcement email eSigns your engagement letter Enters payment details Completes the tax organizer And, uploads their files All done without any hand-holding or reminders from you. That's hundreds of hours of manual tasks eliminated every tax season! Find out how by watching some short vide demos (2mins) Sign up now to get setup for the tax season. Special discount for Tax Pro Fellowship members! Contact John Way Pipeline Founder john.way@innovativewayinc.com 214-915-2276

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