You don’t need more clients.

You need structure.

The Solo ERO Tax Office Buildout is a done-for-you automation and CRM infrastructure setup designed specifically for independent tax professionals operating as a solo ERO.

If you're still:

• Manually tracking clients

• Chasing signatures

• Sending documents back and forth

• Managing intake through text messages

• Trying to “figure it out” during tax season

This buildout gives you a real tax office system.

Not a folder.

Not a template.

A structured backend operation.

What This Includes

Your Solo ERO Buildout is customized and may include:

✔ Branded CRM setup (SuiteDash or Go High Level based on selection)

✔ Client intake workflow automation

✔ Engagement letter & compliance routing

✔ Task automation for data entry & review

✔ Compliance review stages

✔ Incomplete intake reminders

✔ Staff/internal task permissions (if applicable)

✔ Automated client communication templates

✔ Portal structure for document uploads

This is not surface-level setup.

This is tax-season-ready infrastructure.