SYSTEMS. SUPPORT. SUCCESS
- How It Works -
From Scattered Tools to
One System
From Scattered Tools to One System
A simple process built around your actual workflow.
Step 1
Choose a Starting Package
Select a ready made foundation based on your business size and needs.
Step 2
Customize Your System
Add forms, dashboards, automations, portals, integrations, course tools, and other features.
Step 3
Launch Your Operating System
We design, connect, test, organize, and prepare your system for your business.
Optional
Receive Ongoing Support
Choose maintenance, updates, training, and technical support after launch.
- BASE PACKAGES -
Business Hub Packages
Every package is a working system, not a template. Expand any card to see the full feature list, then check Compare on up to three packages to view them side by side.
Business Hub Starter
$597
Best for: Solo business owners and small service businesses that need a professional client experience.
The essential tools needed to collect client information, schedule appointments, accept payments, and give customers one organized place to interact with the business.
Branded Client App
Up to 4 Custom Intake Forms
Appointment Booking Setup
Payment Collection Setup
Basic Client Dashboard
Welcome Section
Contact & Support Information
Mobile-friendly Layout
Estimated Light Typical launch in the fastest window setup
Estimated Light Typical launch in the fastest window setup
Most Popular
Business Hub Plus
$797
Best for: Businesses that need stronger organization, client tracking, and document management.
Expands the client experience by adding a customer database, document center, workflow board, and client status tracking. Includes everything in Business Hub Starter.
Everything in Business Hub Starter
CRM Database Tables
Customer Database
Document Upload Center
Client Status Tracking
Workflow Board
Customer Timeline
Internal Notes
Tags
Custom Fields
Basic Activity Tracking
Estimated Light Typical launch in the fastest window setup
Estimated Light Typical launch in the fastest window setup
Operations Hub
$997
Best for: Growing businesses that need automated workflows, internal tracking, and client support tools.
Brings together client management, workflows, communications, documents, support, and automation in one organized system. Includes everything in Business Hub Plus.
Everything in Business Hub Plus
Automations Package
Support Ticket Center
Internal Workflow Management
Email Notifications
Task Creation
Reminder Automations
Document Requests
Payment Reminders
Approval Workflows
Advanced Client Dashboard
Basic Reporting Dashboard
Estimated Moderate Advanced setup
Estimated Moderate Advanced setup
Operations Hub Elite
$1,497
Best for: Businesses that need a more advanced, custom built operating system with multiple dashboards, user roles, integrations, or AI tools.
A complete custom business operating system designed around the company workflow, with multiple dashboards, staff access, advanced automations, reporting, AI tools, and third party integrations. Includes everything in Operations Hub.
Everything in Operations Hub
Multiple Dashboards
Owner Dashboard
Manager Dashboard
Employee or VA Dashboard
Advanced Automations
Multiple User Roles
Team Management Tools
KPI Tracking
Revenue Tracking
Advanced Reporting
AI Workspace
AI Business Assistant
AI Workflow Assistant
Third Party Integrations
Priority Setup
Launch Support
Estimated Advanced Setup
Online Academy Packages
Starter Academy
$497
Best for: Coaches, instructors, trainers, and small businesses launching a simple online learning program.
A clean starter academy that allows students to access course materials, lessons, and basic learning resources.
Student Dashboard
Course Home Page
Course Navigation
One Course Setup
Basic Lesson Organization
Student Welcome Area
Resource Downloads
Mobile-friendly Layout
Estimated Light setup
Estimated Light setup
Professional Academy
$997
Best for: Training companies, schools, certification programs, and businesses offering multiple learning components.
A more advanced academy experience with student tracking, quizzes, certificates, resources, and stronger course organization. Includes everything in Starter Academy.
Everything in Starter Academy
Multiple Course Sections
Quiz and Exam Setup
Certificate Setup
Student Progress Tracking
Instructor Dashboard
Resource Library
Announcements
Student Support Center
Course Completion Tracking
Community Access Area
Estimated Moderate setup
Done for You Academy
Starting at
$1,497
Best for: Businesses that need a complete academy created, organized, and prepared for launch.
The full academy system with advanced student features, branded dashboards, course structure, assessments, certificates, and launch support. Includes everything in Professional Academy.
Everything in Professional Academy
Custom Academy Design
Multiple Courses
Advanced Student Dashboard
Instructor Portal
Course Writing Assistance
Workbook Integration
Custom Quizzes and Exams
Automated Certificates
Student Notifications
Community Setup
Enrollment Workflow
Payment Integration
Launch Support
Estimated Advanced Setup
Tax Office Operating Systems
Solo Tax Office System
$997
Best for: Independent tax professionals and single office tax businesses.
Organizes client intake, documents, appointments, status tracking, workflows, tax office resources, and client communications.
Tax Client Portal
New Client Intake
Returning Client Intake
Secure Document Upload
Appointment Booking
Client Status Tracking
Tax Workflow Board
Payment Collection
Document Requests
Client Communication Center
Tax Office Dashboard
Basic Reporting
Estimated Light setup
Estimated Light setup
Tax Office Team System
$1,497
Best for: Tax offices with preparers, assistants, managers, EROs, or multiple staff members.
Adds staff assignments, employee dashboards, preparer tracking, management tools, office reporting, and team workflows. Includes everything in Solo Tax Office System.
Everything in Solo Tax Office System
Owner Dashboard
Manager Dashboard
Preparer Dashboard
Employee or VA Dashboard
Client Assignment
Preparer Assignment
Team Workflow Board
Staff Directory
Task Assignment
Internal Notes
Staff Performance Tracking
Return Status Reporting
Revenue Reporting
Internal Announcements
Role Based Access
Estimated Moderate setup
Custom Booking Site
Custom Booking Site
$349.99
Best for: Service providers who need a professional place for clients to review services, select appointments, make payments, and submit information.
A branded booking website designed around your services and appointment process.
Service Menu
Appointment Booking
Intake Form
Payment Collection
Confirmation Page
Contact Information
Mobile Friendly Design
Basic Branding
Call to Action Sections
Estimated Light setup
Build Your Own Operating System
- Industry Systems
Systems Built for Your Industry
Ready to customize operating systems designed around how specific industries actually run.
Tax Office Operating System
For Tax offices of any size
Solves: Client documents, statuses, and communication scattered across email, texts, and paper.
- Tax client portal
- Secure document upload
- Return status tracking
- Workflow board
$997
ERO Portal
For EROs and service bureau operators
Solves: No central place to manage preparers, offices, production, and payouts.
- Preparer tracking
- Office reporting
- Payout records
- Role based access
Starting at $1,497
Tax Client Portal
For Tax Professionals who want a branded client experience
Solves: Clients emailing sensitive documents and constantly asking for status updates.
- Secure Uploads
- Status Tracking
- Appointment Booking
- Document Requests
Starting at $597
Tracking Business Hub
For Trucking companies, dispatchers, and owner operators
Solves: Compliance documents, driver files, and deadlines living in five different places.
- Driver Files
- Compliance Tracking
- Document Center
- Renewal Reminders
Starting at $997
Educational Institute Hub
For Schools, training companies, and certification programs
Solves: Enrollment, courses, students, and instructors managed on disconnected tools.
- Enrollment Workflow
- Student Records
- Course Management
- Instructor Tools
Starting at $1,497
Course Dashboard
For Course creators and coaches
Solves: Students lost in email threads with no clear home for lessons and materials.
- Lesson Organization
- Resource Downloads
- Progress View
- Announcements
Starting at $497
Student Portal
For Programs that need a full student experience
Solves: Students cannot see their progress, materials, grades, or next steps in one place.
- Student Dashboards
- Assignments
- Progress Tracking
- Support Center
Starting at $597
Instructor Portal
For Programs with multiple instructors
Solves: Instructors lack one place to manage students, content, and communication.
- Instructor Dashboard
- Student Rosters
- Content Management
- Messaging
Starting at $597
Healthcare Intake System
For Clinics, practices, and wellness providers
Solves: Paper intake, missing documents, and slow front desk processing.
- Digital Intake
- Document Upload
- Appointment Booking
- Internal Routing
Starting at $797
Bookkeeping Dashboard
For Bookkeepers and accounting firms
Solves: Client documents and monthly close status tracked by memory and inbox searches.
- Client Document Center
- Monthly Status Board
- Requests Automations
- Client Portal
Starting at $797
Add Ons -
Academy Add Ons and Marketing
Services
Academy and Course Add Ons -
Basic Academy Add On - $500
Adds a starter academy area to an existing system, including a student home page, lesson organization, and resource downloads.
Advanced Academy Expansion -
Starting $1,997
Expands an academy with multiple courses, assessments, certificates, student tracking, and instructor tools.
AI Instructor Welcome Video - $197
A generated instructor style welcome video introducing your course. Script approved by you before production.
Custom Voice Narration - $147 per module
Professional style narration recorded for each course module from your approved script.
Student Workbook Design - $297
A branded, fillable workbook designed to accompany your course content.
Course Writing and Development -
Starting $997
Structured course writing support: outlines, lesson drafts, activities, and assessments built from your expertise. You review and approve all content.
Additional Course Module - $247 per module
One additional fully built module added to an existing course, including lessons and resources.
Custom Quizzes and Exams - $197
Assessments built to your content with scoring, feedback, and completion rules.
Student Community Setup - $247
A community space where students can connect, ask questions, and stay engaged.
Marketing and Growth -
Custom Landing Page $397
A single focused page presenting one offer with clear messaging, visuals, and a call to action.
Marketing Funnel $597
A connected sequence of pages and follow ups designed to move a visitor from interest to action.
Lead Capture Form $147
A branded form that collects prospect details and routes them into your system.
Thank You Page $147
A confirmation page that sets expectations and points new leads to their next step.
Email Follow-Up Sequence $247
A single focused page presenting one offer with clear messaging, visuals, and a call to action.
Booking Funnel $497
A connected sequence of pages and follow ups designed to move a visitor from interest to action.
Service Funnel $497
A branded form that collects prospect details and routes them into your system.
A landing page is a single focused page built to present one offer and capture interest. A funnel is a connected series of pages and follow ups, such as a landing page, form, thank you page, and email sequence, built to move a visitor from interest to booked or purchased.
- After Launch
Monthly Support Plans
Monthly Support Plans
Keep your system maintained, updated, and improving after launch.
Keep your system maintained, updated, and improving after launch.
Basic Support
$197
$197 per month
per month
Routine system checks
Minor text or link updates
Basic troubleshooting
Up to 2 small update requests per month
Email support
Growth Support
$397 per month
$397
per month
Everything in Basic
Up to 5 small update requests per month
Workflow adjustments
Form updates
Monthly performance review
Priority support
Operations Support
$697
$697 per month
per month
Everything in Growth
Ongoing system optimization
Dashboard updates
Automation adjustments
Monthly strategy session
Priority technical support
Up to 10 small update requests per month
Not included in monthly support: Full redesigns, new custom dashboards, new courses, large data migration, advanced coding, major new integrations, and complete workflow rebuilds. These services require a separate quote.
- digital products
Digital Product Catalog
Ready to deploy tools for tax offices, course creators, and service businesses.
Standard versions are ready to use.
Customized versions carry your branding, colors, and business details.
Tax Refund Estimator
$297
Customized and branded: $497
A digital tool that collects tax information and provides an estimated refund range based on the information entered. It clearly states that results are an estimate and not a completed tax return.
Guided information entry
Estimated refund range
Clear estimate disclaimer
Lead capture ready
Schedule C Reconstructor
$397
Customized and branded: $597
A guided system that helps self employed clients organize business income, expenses, mileage, assets, and supporting information needed for Schedule C preparation.
Income and expense organization
Mileage and asset sections
Supporting document checklist
Preparer ready output
Tax Compliance Analyzer
$497
Customized and branded: $797
A structured review system that helps identify missing information, compliance concerns, documentation needs, due diligence issues, and possible follow up questions before tax preparation is completed.
Missing information checks
Due diligence flags
Documentation checklist
Follow up question builder
Preparer Payroll Suite
$597
Customized and branded: $997
A system used to track preparer production, payment amounts, fees, payout status, adjustments, and office payroll records.
Preparer production tracking
Fee and payout records
Adjustment tracking
Office payroll reporting
Tax Office Records Bundle
$297
Customized and branded: $497
A collection of organized tax office recordkeeping forms, logs, trackers, client documents, and internal management tools.
Office forms and logs
Client trackers
Internal management tools
Ready to brand
Ready to brand
AI Office Series
$297 per kit
Customized and branded: $1,497 full series
Seven AI agent kits for tax and service offices. Individual kits are $297 each, the complete seven agent series is $1,497, and a customized AI office installation starts at $2,497. All AI output should be reviewed by a qualified human.
Seven specialized agent kits
White label ready
Setup guidance included
Human review required
AI Office Series Agent Kits -
AI Office Series
Tax AI Assistant
$297
Answers approved tax season questions and guides clients through your office process. It does not give tax advice or prepare returns.
AI Office Series
Marketing and Content AI
$297
Drafts posts, emails, and campaign content in your brand voice for your review before publishing.
AI Office Series
Student Support AI
$297
Helps students find lessons, deadlines, and resources inside your academy using approved answers.
AI Office Series
Course Builder AI
$297
Helps outline modules, lessons, and assessments from your source material. You approve all content.
AI Office Series
Compliance AI
$297
Flags missing documents and checklist items against your approved requirements. A qualified human makes all compliance determinations.
AI Office Series
Office Operations AI
$297
Assists with internal checklists, procedures, and daily operations questions for your staff.
AI Office Series
Client Support AI
$297
Handles common client questions and routes complex issues to your team. It cannot promise outcomes.
All AI output should be reviewed by a qualified human before it is used with clients, students, or filings.
- SYSTEM QUIZ
What Type of Operating System
Does Your Business Need?
Answer fifteen quick questions and get a recommendation matched to your
business, budget, and timeline.
- QUESTIONS
What Type of Operating System
Does Your Business Need?
Answer fifteen quick questions and get a recommendation matched to your
business, budget, and timeline.