Accounting/Tax Firm (Enterprise SMB) Studio
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Compliance-Aware Vertical Pack

Accounting/Tax Firm (Enterprise SMB)

Accounting/Tax Firm (Enterprise SMB): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.

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Generated from Habaj pack catalog with workflow defaults and editable sections.
Workflow Preview
New Lead
Auto-intake and qualification.
Intake Complete
Route to the right owner.
Intake completion nudges
Automated outreach loop.
Appointment reminders and no-show prevention
Consistent conversion motion.
8 pipeline stages
Pre-mapped for this vertical
6 template sections
Ready-to-edit site content
10 automation loops
Conversion + retention flows

What this pack deploys

Website, inbox playbook, CRM preset, scheduling, checkout, and reputation loops.

Accounting/Tax Firm (Enterprise SMB) services and positioning page
Preconfigured and editable in your workspace builder.
Intake and qualification form
Preconfigured and editable in your workspace builder.
Scheduling and appointment page
Preconfigured and editable in your workspace builder.
Payment and deposit link page
Preconfigured and editable in your workspace builder.
Resources and policy page
Preconfigured and editable in your workspace builder.
Compliance-safe FAQ and disclaimer section
Preconfigured and editable in your workspace builder.

Service footprint

Your main service area

Revenue model

Productize this vertical in one motion

Sell setup, retain with monthly automation optimization.

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Accounting/Tax Firm (Enterprise SMB) Studio
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Services

Accounting/Tax Firm (Enterprise SMB) service stack

Structured offers, proof, and conversion flows aligned to this vertical.

Book onboarding Browse templates
Generated from Habaj pack catalog with workflow defaults and editable sections.
Workflow Preview
Template set: 6
Industry sections and offer pages included.
Pipeline stages: 8
Stage ownership and handoffs preconfigured.
Automation loops: 10
Lead follow-up, retention, and payment loops.
Copilot guidance
Execution prompts and decision support built-in.

Pipeline blueprint

Stage-by-stage default operations with clear ownership.

1. New Lead
Tracked in CRM with ownership and handoff defaults.
2. Intake Complete
Tracked in CRM with ownership and handoff defaults.
3. Consult Scheduled
Tracked in CRM with ownership and handoff defaults.
4. Scope Confirmed
Tracked in CRM with ownership and handoff defaults.
5. Retainer/Engagement Requested
Tracked in CRM with ownership and handoff defaults.
6. Active Work
Tracked in CRM with ownership and handoff defaults.
7. Delivered/Closed
Tracked in CRM with ownership and handoff defaults.
8. Renewal/Referral
Tracked in CRM with ownership and handoff defaults.

Service footprint

Your main service area

Vertical Pack Pricing

Monetize with one-time setup and monthly automation.

Setup
Vertical Pack Setup
Implementation and launch
$2499 one-time
✓ Website template
✓ Pipeline + CRM defaults
✓ Scheduling and checkout presets
Start setup
Monthly
Pro Automation Bundle
Automation loops and optimization cadence
$299 /month
✓ 8-12 automation loops
✓ Copilot decision loops
✓ Retention and renewal prompts
Enable bundle
Accounting/Tax Firm (Enterprise SMB) Studio
Start Setup
Pricing

Accounting/Tax Firm (Enterprise SMB) pricing architecture

Monetize setup + monthly automation with clear packaging and upgrade paths.

Start setup Browse templates
Generated from Habaj pack catalog with workflow defaults and editable sections.
Workflow Preview
Template set: 6
Industry sections and offer pages included.
Pipeline stages: 8
Stage ownership and handoffs preconfigured.
Automation loops: 10
Lead follow-up, retention, and payment loops.
Copilot guidance
Execution prompts and decision support built-in.

Service footprint

Your main service area

Automation loops

Conversion, fulfillment, retention, and renewal playbooks.

Intake completion nudges
Enabled as core loop guidance for inbox, CRM, and Copilot.
Appointment reminders and no-show prevention
Enabled as core loop guidance for inbox, CRM, and Copilot.
Document checklist chase
Enabled as core loop guidance for inbox, CRM, and Copilot.
Milestone status updates
Enabled as core loop guidance for inbox, CRM, and Copilot.
Payment reminders/retry
Enabled as core loop guidance for inbox, CRM, and Copilot.
Inactive lead re-engagement
Enabled as core loop guidance for inbox, CRM, and Copilot.
Lapsed client reactivation
Enabled as core loop guidance for inbox, CRM, and Copilot.
Neutral satisfaction check-in
Enabled as core loop guidance for inbox, CRM, and Copilot.
Compliance-safe review prompt (optional)
Enabled as core loop guidance for inbox, CRM, and Copilot.
Renewal/recall reminders
Enabled as core loop guidance for inbox, CRM, and Copilot.

Vertical Pack Pricing

Monetize with one-time setup and monthly automation.

Setup
Vertical Pack Setup
Implementation and launch
$2499 one-time
✓ Website template
✓ Pipeline + CRM defaults
✓ Scheduling and checkout presets
Start setup
Monthly
Pro Automation Bundle
Automation loops and optimization cadence
$299 /month
✓ 8-12 automation loops
✓ Copilot decision loops
✓ Retention and renewal prompts
Enable bundle
Accounting/Tax Firm (Enterprise SMB) Studio
Start Setup
Booking

Accounting/Tax Firm (Enterprise SMB) booking journey

Route prospects into confirmed appointments with frictionless scheduling.

Reserve a slot Browse templates
Generated from Habaj pack catalog with workflow defaults and editable sections.
Workflow Preview
Template set: 6
Industry sections and offer pages included.
Pipeline stages: 8
Stage ownership and handoffs preconfigured.
Automation loops: 10
Lead follow-up, retention, and payment loops.
Copilot guidance
Execution prompts and decision support built-in.

Brand and experience previews

Pipeline blueprint

Stage-by-stage default operations with clear ownership.

1. New Lead
Tracked in CRM with ownership and handoff defaults.
2. Intake Complete
Tracked in CRM with ownership and handoff defaults.
3. Consult Scheduled
Tracked in CRM with ownership and handoff defaults.
4. Scope Confirmed
Tracked in CRM with ownership and handoff defaults.
5. Retainer/Engagement Requested
Tracked in CRM with ownership and handoff defaults.
6. Active Work
Tracked in CRM with ownership and handoff defaults.
7. Delivered/Closed
Tracked in CRM with ownership and handoff defaults.
8. Renewal/Referral
Tracked in CRM with ownership and handoff defaults.
Accounting/Tax Firm (Enterprise SMB) Studio
Start Setup
About

How Accounting/Tax Firm (Enterprise SMB) teams run on Habaj

One operating system for lead response, pipeline execution, and recurring revenue.

See packages Browse templates
Generated from Habaj pack catalog with workflow defaults and editable sections.
Workflow Preview
Template set: 6
Industry sections and offer pages included.
Pipeline stages: 8
Stage ownership and handoffs preconfigured.
Automation loops: 10
Lead follow-up, retention, and payment loops.
Copilot guidance
Execution prompts and decision support built-in.

Pipeline blueprint

Stage-by-stage default operations with clear ownership.

1. New Lead
Tracked in CRM with ownership and handoff defaults.
2. Intake Complete
Tracked in CRM with ownership and handoff defaults.
3. Consult Scheduled
Tracked in CRM with ownership and handoff defaults.
4. Scope Confirmed
Tracked in CRM with ownership and handoff defaults.
5. Retainer/Engagement Requested
Tracked in CRM with ownership and handoff defaults.
6. Active Work
Tracked in CRM with ownership and handoff defaults.
7. Delivered/Closed
Tracked in CRM with ownership and handoff defaults.
8. Renewal/Referral
Tracked in CRM with ownership and handoff defaults.

Operator outcomes

Example proof points this pack is designed to improve.

★★★★★
"Lead response time dropped and booking rate increased in week one."
Operations Manager
Accounting/Tax Firm (Enterprise SMB)
★★★★★
"Pipeline clarity + follow-up loops removed leakage."
Growth Lead
Accounting/Tax Firm (Enterprise SMB)
★★★★★
"Deposits and reminders reduced no-shows significantly."
Owner
Accounting/Tax Firm (Enterprise SMB)
Revenue model

Productize this vertical in one motion

Sell setup, retain with monthly automation optimization.

Start setup See full details
Accounting/Tax Firm (Enterprise SMB) Studio
Start Setup
Contact

Launch Accounting/Tax Firm (Enterprise SMB) with implementation support

Share your goals and timeline. We configure the workspace, templates, and loops end to end.

Request launch Browse templates
Generated from Habaj pack catalog with workflow defaults and editable sections.
Workflow Preview
Template set: 6
Industry sections and offer pages included.
Pipeline stages: 8
Stage ownership and handoffs preconfigured.
Automation loops: 10
Lead follow-up, retention, and payment loops.
Copilot guidance
Execution prompts and decision support built-in.

Vertical Pack Pricing

Monetize with one-time setup and monthly automation.

Setup
Vertical Pack Setup
Implementation and launch
$2499 one-time
✓ Website template
✓ Pipeline + CRM defaults
✓ Scheduling and checkout presets
Start setup
Monthly
Pro Automation Bundle
Automation loops and optimization cadence
$299 /month
✓ 8-12 automation loops
✓ Copilot decision loops
✓ Retention and renewal prompts
Enable bundle

Pipeline blueprint

Stage-by-stage default operations with clear ownership.

1. New Lead
Tracked in CRM with ownership and handoff defaults.
2. Intake Complete
Tracked in CRM with ownership and handoff defaults.
3. Consult Scheduled
Tracked in CRM with ownership and handoff defaults.
4. Scope Confirmed
Tracked in CRM with ownership and handoff defaults.
5. Retainer/Engagement Requested
Tracked in CRM with ownership and handoff defaults.
6. Active Work
Tracked in CRM with ownership and handoff defaults.
7. Delivered/Closed
Tracked in CRM with ownership and handoff defaults.
8. Renewal/Referral
Tracked in CRM with ownership and handoff defaults.

Talk to implementation

We map your package, workspace, and migration plan in one call.

Email
launch@habaj.com
Phone
+1 (855) 422-2529
Address
Habaj Platform
Remote-first implementation team
Message