Revenue Manager Lite: What's Included

Revenue Manager Lite runs your whole 1040 season from one place: leads, appointments, engagement letters, organizers, invoicing and follow-up. Your account comes loaded with the 1040 Tax Pro Snap, so the funnels, workflows, pipelines and calendars below are already built. You add your details and turn them on. Watch the walkthrough above, then use this page as your checklist.

$109 per month, or $1,090 per year, which saves you $218.

Everything in Revenue Marketing Manager: email marketing and Conversations, Google Business messaging, reputation management, Social Planner, Facebook and Instagram DMs, the 52-Week RMM Playbook, the 365-Day Content Calendar and your Boss Brand Board.

Plus the Lite tools: 2-way texting, missed call text back, call tracking, web chat and Text-to-Pay, funnels and workflows, CRM and opportunities, calendars and appointments, invoicing and forms, memberships and surveys, the affiliate manager, and the tax pro workflows and funnels below.

Your client's path from first click to filed return, in 18 steps: Home, Get a Quote, Letter of Engagement, Consent Form 7216, choose Individual or Amendment, Individual Organizer, Due Diligence Questionnaire, Schedules C, E and F, Amendment Organizer, 1040 Discovery and 1040 Consultation booking pages, thank-you pages and a Rewards page. Find it under Funnels > 001 - Filing Funnels.

Automation > Workflows > 002 - System Automation runs the season for you. The 1040 Tax Return folder moves each client through the steps in order: initial email and tags with the engagement letter, Form 7216 consent, organizer submission, Schedule C, E and F submission, prepare return (assigns a preparer), final invoicing, return processing, referral campaign and payment received. Add-on workflows track e-file status (accepted or rejected) and dependents.

The other folders cover appointment confirmations, reminders, no-shows and cancellations; follow-up for contact form leads and EIC, median income and high income opt-ins; returning client and prior-year customer call campaigns; win-back for non-returning clients; and referral and rewards.

Four pipelines come built in. Tax Return - 1040 Tax Return tracks every return from Initial Email & Tags through 7216 Consent, Individual or Amendment Organizer, Internal Review, Prepare Return, Return Processing, Final Invoicing and Payment Received. 1040 Pro Tax Leads & Appointments tracks prospects to booked appointments, and Marketing Pipeline and Paid Leads track your campaigns.

Booking calendars are ready for 1040 Pro Discovery, 1040 Pro Consultation and a general Schedule an Appointment calendar. Assign your team and connect your Google or Outlook calendar (see Setting Up Calendars).

Surveys handle the Individual Organizer, Amendment Organizer, Due Diligence Questionnaire and Schedules C, E and F. Forms cover 7216 consent, the 1040 contact form and lead opt-ins. You also get a Tax Preparation and Filing promo funnel and a course template.

Fill in Settings > Custom Values first: company logo, name, bio and headshot, turnaround time, minimum fee, and your links for booking, discovery calendar, document upload, engagement letter, 7216 consent, organizers, payment, referrals and reviews. The funnels and workflows pull from these values. Then connect your domain, phone number and payment processor, add your 1040 prices as products, and publish the workflows you want running. Snapshot workflows arrive in draft, so nothing sends until you're ready.

Revenue Manager Pro ($159/month or $1,590/year) adds websites and blogs, campaigns and triggers, more snapshots, holiday funnels, affiliate software, $25 team accounts, the Black Label 1040 Tax Course, and education and software workflows.

Stuck on a step? Open a ticket at support.trmcrm.com or join live training Wednesdays 11am to 1pm Central.