Tax & Accounting snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the Snapshot and Brand It for the Firm

Load the snapshot and make every message clearly come from your firm.

Go to Agency view > Account Snapshots and load the OBMC Tax & Accounting snapshot
Open Settings > Business Profile and set the firm name, address, phone, and time zone
Go to Settings > Custom Values and fill in business name, owner name, phone, and all links
Update Business Hours to show your tax season schedule
Upload the firm logo so emails are easy to recognize and harder to confuse with scams

Settings → Custom Values

Lesson 2 of 6

Make sure no tax season call or form goes unanswered.

Open Sites > Forms > Builder and confirm Client Type, Tax Year(s) Needed, and IRS Notice fields on the consultation form
Embed the form on the website and Google Business Profile booking link
Open Automation > Workflows > 01 New Lead and confirm the trigger and staff notification
Open workflow 02 Missed Call and confirm call forwarding to the front desk
Submit a test inquiry and confirm the text, email, and New Inquiry opportunity

Sites → Forms

Lesson 3 of 6

Keep preparer calendars full with prepared prospects.

Go to Calendars > Calendar Settings and open Free Tax Consultation
Assign preparers and set tax season and off-season availability
Paste the calendar link into Settings > Custom Values > Booking Link
Open workflow 04 and confirm reminders ask for last year's return
Mark a test appointment as no-show and confirm workflow 05 sends the reschedule sequence

Calendars

Lesson 4 of 6

See every client by stage from inquiry to filed return.

Open Opportunities > Pipelines > Sales Pipeline and review stages from New Inquiry to Engaged Client
Move a test deal to Engagement Letter Sent and confirm workflow 07 starts
Set workflow 18 to alert staff when an engagement letter is unsigned for 3+ days
Move a test deal to Engaged Client and confirm workflow 08 sends the welcome and portal instructions
Review the Customer Journey pipeline stages Documents Requested, Return In Preparation, and Filed / Delivered

Opportunities → Pipelines

Lesson 5 of 6

Earn reviews at filing time and fill January with returning clients.

Go to Reputation > Settings, connect Google Business Profile, and add the review link to Custom Values
Open workflow 11 and route 1-3 star feedback to the firm owner
Import last year's clients in Contacts > Import and tag them 'returning-client'
Enroll the tagged list in workflow 14 in early January
Schedule workflow 20 for early January to open early-bird appointments

Workflow 14 · Reactivation

Lesson 6 of 6

Cut document chasing in season and keep revenue coming after April.

Open workflow 21 and add your secure portal link to the checklist email
Set the reminder loop to stop when Documents Status equals Complete
Add a branch that flags incomplete clients about 2-3 weeks before the deadline and sets Extension Filed to Recommended
Set workflow 19 to send mid-year planning check-ins from June to September
Review days-to-complete documents and off-season engagements monthly in Contacts and Reporting

Automation → Workflows

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.