Software Package
Legacy Elite Suite
(Co-Branded Software + CRM)
$2,798
The Legacy Elite Suite is our most comprehensive solution, combining everything included in the Legacy Suite with a fully integrated CRM and advanced marketing tools. Designed for tax professionals who want to operate under their own brand while automating every stage of the client journey, this package provides everything needed to build, manage, and scale a modern tax business.
With co-branded tax software, a complete CRM, funnels, landing pages, appointment scheduling, marketing automation, email and SMS campaigns, and client nurturing systems, the Legacy Elite Suite gives you the technology to create a premium client experience while growing your business more efficiently.
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With co-branded tax software, a complete CRM, funnels, landing pages, appointment scheduling, marketing automation, email and SMS campaigns, and client nurturing systems, the Legacy Elite Suite gives you the technology to create a premium client experience while growing your business more efficiently.
Full CRM
Manage leads, clients, communication, follow-ups, appointments, and daily operations from one complete customer relationship management platform.
Funnels & Landing Pages
Capture new leads, promote your services, and build high-converting landing pages and sales funnels that help grow your tax business.
Marketing Automation
Automate follow-ups, reminders, campaigns, and client communication so your business continues working even when you're away.
Appointment Scheduling, Email & SMS Campaigns
Keep clients engaged with online scheduling, automated email and text messaging, and nurturing systems that help increase retention and long-term growth.