Financial Services / Tax Pros package
Appointment + document checklist + payment links, with audit-friendly controls.
Tax prepBookkeepingAccounting servicesFinancial planning (ops)
Compliance notes
- Habaj is not a medical, legal, or financial advice product. Position it as intake, scheduling, and operations.
- Avoid collecting or sharing sensitive personal data over email/SMS; route sensitive items through your secure process.
- Ops Copilot defaults are conservative in this package (higher confidence thresholds and approval requirements).
Website + App BuilderUnified InboxCRMSchedulingCheckoutReputationCopilot
What you get
Habaj packages the same core modules into workflows that match how this industry actually operates. You start from templates and presets, then customize.
- Template variety pack: 2 launch-ready website templates
- Template sections: Financial Services / Tax Pros service pages · Offer and CTA sections · Quote/intake form
- Default pipeline: 7 stages from lead to renewal
- Scheduling preset: 3 services with durations and capacity defaults
- Checkout preset: deposits, memberships, and bundles (where applicable)
- Reputation preset: review request + rescue templates
- Copilot/inbox loops: 8 core automation playbooks
Target industries
Tax prepBookkeepingAccounting servicesFinancial planning (ops)
In-product setup
Apply this package from your workspace: /apps/<appId>/packages.
Default Pipeline
- 1. New inquiry
- 2. Docs requested
- 3. Docs received
- 4. In progress
- 5. Ready for review
- 6. Filed/Delivered
- 7. Closed
Core Automations
- Missed-call SMS recovery
- 5-minute speed-to-lead follow-up
- Estimate/proposal follow-up cadence
- Appointment reminders and no-show prevention
- Day-of status and ETA updates
- Payment/deposit reminders and retries
- Post-service review request
- Dormant client win-back
Included templates
- financial-tax
- financial-bookkeeping
Included services
- Tax Prep Consultation45 minutes · Intake and planning for tax prep.
- Bookkeeping Review30 minutes · Monthly bookkeeping review call.
- Document Drop-off / Review20 minutes · Short appointment for document checklist review.
Pricing
Monetization model: one-time Vertical Pack setup + monthly Pro Automation Bundle. Typical pricing for this pack: $1499 setup + $199/mo. See pricing for plan limits.