Finance & Accounting
Run Tax Preparation in Finance & Accounting without losing the last handoff
Tax Preparation teams usually stall when tax preparation renewals surprise the team because dates live in chat. Omni Group gives Finance & Accounting operators one source of truth for this niche — orders, files, and invoices, starting from Launch at €79 / $89 per month. Expert services for Tax Preparation are scoped deliverables — a portal, documents, or a live page — not a custom rebuild of the whole practice.
- • finance & accounting teams see that clients ask for tax preparation status because there is no portal
- • finance & accounting teams see that tax preparation client documents arrive as email attachments
- • finance & accounting teams see that tax preparation deadlines live in a shared spreadsheet nobody trusts
Launch
€79 / $89
Start on Launch for Tax Preparation, then add a scoped expert service if this finance & accounting niche needs a done-for-you setup.
Growth
€249 / $279
Start on Launch for Tax Preparation, then add a scoped expert service if this finance & accounting niche needs a done-for-you setup.
Scale
€429 / $469
Start on Launch for Tax Preparation, then add a scoped expert service if this finance & accounting niche needs a done-for-you setup.
Vertical package
Ready to buy€790/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. CRM
create-contact
- 2. Billing setup
invoice
- 3. Compliance record
record
- 4. Notify payment
send