COMPLETE TAX SOFTWARE SERVICE BUREAU GHL BUILDOUT
Training
Your Tax Office
On Autopilot.
Because CEOs don't chase clients systems do.
sound familiar?
You're signing new EROs, chasing EFIN letters by text, checking bank enrollments one by one, resending software logins, and answering the same support question for the tenth time. Tax season is coming and you can't tell who's actually ready.
Every ERO stuck between signup and their first transmitted return is income you're not earning. Every ERO who drifts off is a renewal you have to replace.
"Where is my EFIN letter?"
"I can't access my software."
"Is my bank approved yet?"
"What else do I need to complete?"
"Am I ready for tax season?"
The ERO Journey
An ERO Signs Up. Your System Takes It From There.
From first contact to funding, every step is captured, tracked, and automated.
Lead Captured
(Automated)
Consultation
Booked
Application
Submitted
Onboarding
Checklist
EFIN & Bank
Approved
Software
Activation
Tax Season
Ready!
Service Bureau Owners
Recruiting and supporting ERO networks
Tax Software Resellers
Who want a real onboarding system
Multi-Office Tax Companies
Managing EROs under one software and bank relationship
Tax Pros Ready to Scale
From preparer to CEO
Your Complete Service Bureau Buildout
A done-for-you system designed to recruit, onboard, activate, support, and retain EROs — all inside GoHighLevel.
3 Service Bureau Pipelines
(Lead to Renewal)
20+ Automated Workflows
ERO Recruiting + Lead Capture
Consultation Booking & Follow-Up
ERO Application Process
EFIN Verification Tracking
Bank Enrollment Tracking
Automated ERO Onboarding
Software Activation Tracking
Training & Readiness Tracking
Active ERO Management
Support Ticket System
Product/Package Management
High-Volume ERO Recognition
Renewal & Retention Campaigns
Cutting Edge Tax Software is a leading organization on taxes and other related financial matters. We offer clients a very affordable and professional tax filing service.
Head Office
508 W Lookout Dr Ste 14 10140
Richardson, TX 75080-2174
Office Hours
Monday - Friday 08 AM - 04 PM
Contacs
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