If you have preparers under you, your systems can’t be basic.

You’re no longer just filing returns.

You’re managing:

• Compliance

• Staff accountability

• Client communication

• Refund risk

• Workflow bottlenecks

• Quality control

The Multi-Preparer ERO Tax Office Buildout is a done-for-you CRM and automation infrastructure designed for EROs operating with a team.

This is not a solo setup duplicated.

This is a firm-level operational structure.

What This Buildout Includes

Your system will be structured to handle:

✔ Branded CRM setup (SuiteDash or Go High Level)

✔ Role-based permissions (Admin, Preparer, Compliance, etc.)

✔ Client intake automation

✔ Engagement & compliance routing

✔ Data entry → Review → Compliance → E-file pipeline

✔ Staff task automation & assignment

✔ Internal approval stages

✔ Client communication templates

✔ Incomplete intake follow-up automation

✔ Performance visibility & workflow tracking

✔ Centralized document storage & portal access

This creates accountability.

No more “I thought someone else handled that.”