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Do you feel like you're running your virtual tax business in a state of organized chaos? If that's a yes, this Trello Board Bundle is for you!
But this isn't just a few kanban boards bundled together.
It is an entire tax business project management system at your fingertips, freeing you up to focus more on tax prep and less on the headaches of following up and keeping organized.
This virtual tax business Trello board bundle will add so much more value to your virtual tax business!
It isn’t tax software—it’s your virtual workspace for running a seamless tax office. Think of it as your digital command center for client management, tasks, and team collaboration.
PLEASE NOTE - this is a digital product. No physical product will be shipped. Once you have placed your order you will receive a link to the Trello Board.
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📌 INCLUDED IN THIS DOWNLOAD:
16 Trello Boards
Individual business workflows
Video training
Trello tips & tricks
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⬇️ HOW IT WORKS
Step 1: Purchase the Listing
Step 2: Check your email from Etsy to download your PDF link file.
Step 3: Open the PDF and follow the instructions
Step 4: Open in your own Trello Account
Step 5: Select 'create board from template' to start using the Trello board in your own account.
Once purchased and downloaded into your own Trello account, the boards will be available to you to come back to at any time and continue editing.
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What's Inside The Trello Suite:
🚀 16 Powerful Templates + 4 Exclusive Bonuses for Tax Pros Ready to Scale
Template List
✅ Welcome Template: "Get Started with How-To Videos for Each Template"
✅ Calendar Template: "Stay on Track with Important IRS Dates and Appointments"
✅ IRS.gov Template: "Quick Access to Essential IRS Links"
✅ Referral Management Template: "Track and Manage Client Referrals"
✅ Client Navigator Template: "Pipeline Workflow to Organize Your Client Journey"
✅ Vacation Incentive Template: "Manage Customer Incentives"
✅ Back Office Template: "Organize To-Do Lists, Banking, Compliance, and More"
✅ Bookkeeping Template: "Keep Your Financials in Order"
✅ Branding Template: "Define and Develop Your Brand’s Identity"
✅ Content Calendar Template: "Plan and Schedule Engaging Content"
✅ Content Hub: "Centralize and Organize Your Content"
✅ Forms Hub: "House All Electronic Form Links in One Place"
✅ Learning Hub: "House All Learning Videos & Courses"
✅ Tax Pro Onboarding Template: "Pipeline Workflow for New Tax Professionals"
✅ Toolkit Templates: "Access Your Key Business Tools & Exclusive Bonuses below"
Exclusive Bonuses INSIDE OF THE TRELLO SUITE:
💥Bonus 1: 8 Customizable Canva Flyers for Your Marketing
💥Bonus 2: 10 Trending Phrases for Eye-Catching Tax Prep Flyers
💥Bonus 3: 12 Tax Office Intake Paper Forms for Easy Client Onboarding
💥Bonus 4: 12 Free E-Guides to Enhance Your Knowledge
Detailed List of 12 e-Guides INSIDE OF THE TRELLO SUITE:
E-Guide 1: "Getting Started as a Virtual Tax Preparer"
E-Guide 2: "Mastering Client Communication: How To Build Trust Virtually"
E-Guide 3: "Virtual Tax Pro Preseason Readiness Checklist
E-Guide 4: "Client Management Checklist for Virtual Tax Preparers"
E-Guide 5: "How To Organize a Virtual Tax Workflow: Step-by-Step Guide"
E-Guide 6: "Virtual Tax Pro Email Template Guide"
E-Guide 7: "The Tax Pro Guide to Successful Client Referrals"
E-Guide 8: "Tax Pro Business Bookkeeping Habits"
E-Guide 9: "Selecting a Business Entity"
E-Guide 10: "A Guide for Handling Self-Employed Clients Virtually"
E-Guide 11: "Managing Seasonal Cash Flow" (BONUS: Seasonal Cashflow Tracker in Google Sheets)
E-Guide 12: "Understanding IRS Compliance for Remote Tax Preparers"
📈 Streamline your workflow and provide an incredible client experience with automation at your fingertips.
💼 Take your tax business virtual—work from anywhere, collaborate with your team effortlessly, and run a smooth, organized operation!
💥 Ready to scale your tax office with ease?
👉 Sign Up today to get your VTOS Pro Tax Office Suite Trello bundle and start transforming your business! 📲
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‼️ DISCLAIMER
Copyright Candice Crews at VTOS Pro / 1StopTaxProShop. All Rights Reserved.
Not to be copied, resold, redistributed or shared in whole or part.
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❓ QUESTIONS
If you have any questions, please feel free to send me a message on Etsy.
Save on Tax Office Client Management Trello Suite with a Etsy coupon
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