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Mobile Link
It's not just a mobile application; it's a marketing tool!
Mobile Convenience
Simplify Tax Filing for Your Clients
Send your clients a secure mobile link so they can complete their returns quickly and easily from any device. Once submitted, all information integrates automatically into your tax software and updates their profile in your CRM—streamlining your workflow and creating a seamless client experience.
Remote Access
Take Your Tax Office Anywhere
Remove the limitations of a physical office by sending clients a secure mobile link to complete their returns from anywhere. Monitor the entire lifecycle of each lead from marketing campaigns to IRS disbursements while delivering fast, convenient, and seamless service.
Empower Your Business With Your Mobile Link
Expand your tax business effortlessly! Generate and send secure mobile links to your clients, allowing them to complete their returns from anywhere. Once submitted, all data automatically populates your tax software, giving you a complete, ready-to-review return—streamlining your workflow and saving valuable time.
Expand Your Services with Virtual Solutions
With Rise Tax Pro’s Mobile Link, clients can complete their tax returns conveniently from any mobile device or web browser. Guided prompts make it easy to upload all necessary documents, simplifying the filing process like never before.
Ready to grow your business? Every client who completes a return via Mobile Link automatically receives their own Automated Referral affiliate link—empowering them to refer new clients and helping you expand your reach while delivering exceptional service.
Lead Management
Simplify and Streamline Your Leads
Manage all your mobile links and leads directly from your CRM. When a new lead is generated, the system instantly notifies the owner via text and email—ensuring timely follow-up and seamless client engagement. Stay organized and never miss an opportunity.
✔️ Organize your leads from any physical location
✔️ Need to send a lead to another office? Assigning leads is super simple
✔️ Retrieve lead reports to determine the most effective marketing method
✔️ Enable notifications to keep your clientele informed about their return status