Financial Services
Bookkeeper Snapshot
Scale your bookkeeping practice with this finance-focused snapshot. Includes client onboarding, secure document collection workflows, monthly deadline reminders, tax season automation, and referral program for accountants.
Key Features
- Client onboarding automation
- Document collection portal
- Monthly deadline reminders
- Tax season campaigns
- Year-end checklist automation
- Accountant referral program
- Service upgrade workflows
- Client reporting automation
What's Included
- Onboarding sequences
- Document request templates
- Deadline reminder campaigns
- Tax season email sequences
- Referral program setup
- Service proposal templates
- Complete documentation
Standard GHL Components
🌐Website
📝Forms
📅Calendars
⚡Workflows
📧Email Campaigns
💬SMS Templates
📱Social Posts
📊Pipelines
How It Works
- 1
Purchase & Get Link
Complete your purchase and receive the snapshot import link instantly via email.
- 2
Import to GHL
Go to Settings → Company → Snapshots in your GHL account and import using the link.
- 3
Customize & Deploy
Follow our setup guide to customize branding, connect integrations, and go live.
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