01 — TAX BOSS LAUNCHPAD
Start here to build a profitable tax-preparation business. Set up your PTIN, EFIN and systems, learn the filing workflow, price your services, market for clients and use your CRM so you can serve confidently and get paid.
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02 — GET CLIENTS NOW: 15-DAY CHALLENGE
Turn daily marketing into booked tax clients. Use the 15-day action plan, plug-and-play captions and clear calls to action across Facebook, Instagram and email—then follow up with every lead until they book.
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03 — LEAD TO PAID: ALIEF AUTOMATIONS
Use Alief Automations to capture leads, book appointments, organize the tax pipeline and automate follow-up. Build a simple daily workflow that moves each prospect from first contact to completed, paid client.
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04 — CEO MODE: TEAM, SYSTEMS & SCALE
Future advanced track for growing from solo preparer to tax-business CEO. Build the team, pipeline, delegation process, client-retention system and performance rhythm needed to scale without chaos.
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BONUS — CREDIT BUSINESS INCOME LAB
Optional income track for students who want to add credit repair to their financial-services business. Learn compliant onboarding, dispute systems, niche marketing and how to package the service professionally.
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Automate Your Tax Business
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