The LegacyPro Growth System is designed for EFIN holders who want to move beyond simply preparing tax returns and begin operating a modern, organized tax office.

This system includes the professional tax filing infrastructure along with automation tools, CRM capabilities, and operational systems designed to help EROs streamline their workflow and grow their tax business.

Investment $3,497 One Time Setup $30 per month CRM subscription

Includes

Everything included in the LegacyPro Filing System, plus the tools needed to operate and scale a professional tax office.

Tax Office Automation

• Client onboarding workflows • Appointment booking system • Automated client intake process • Secure document collection workflows • Client nurturing system

CRM and Communication

• CRM platform for managing client relationships • Automated SMS follow up messaging • Automated email communication • Centralized client database management

Marketing and Client Acquisition

• Pre built tax lead generation funnel • Tax office marketing templates • Client follow up and retention campaigns

Compliance and Due Diligence

• Due diligence workflow system • Client documentation collection framework • Compliance guidance for ERO operations

Purpose

Most tax software companies simply provide tools to prepare and file tax returns.

The LegacyPro ERO Growth System provides the infrastructure needed to operate and scale a tax office.

This system helps EROs:

• Streamline daily operations • Automate client communication • Improve the overall client experience • Increase operational efficiency • Build a structured and scalable tax business

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