The HighLevel Tax & Accounting Playbook
A complete, done-for-you marketing system for tax & accounting businesses: pre-built website, funnel, automations and CRM snapshot, included free with your HighLevel trial.
30-day free trial through our link (the public site offers 14) · No contracts · Cancel anytime
Tax practices compress a year of revenue into three brutal months, and disorganized intake makes it worse every February. HighLevel's tax & accounting playbook solves this with a ready-made system you can deploy the same day you sign up.
Automated intake, document collection and appointment scheduling smooth tax season and convert seasonal clients into year-round advisory. Everything is pre-configured: connect your details, load the snapshot and start capturing leads immediately. No developer, no agency retainer, no duct-taped tool stack.
What is in the Tax & Accounting playbook
- Done-for-you Tax & Accounting snapshot: pipelines, tags and fields pre-configured
- Tax & Accounting website template and a high-converting offer funnel
- Pre-built workflow automations for follow-up, reviews and no-show recovery
- Ready-made forms, surveys and booking calendars
- Social post templates and Facebook ad examples for the tax & accounting niche
- Tax-season intake pipeline with automatic document chasing
- Step-by-step setup guide and video course (HighLevel values the bundle at about $997, included free)
Why Tax & Accounting businesses use HighLevel
Instead of paying separately for a CRM, funnel builder, email platform, SMS tool, review manager and scheduler, HighLevel bundles them in one subscription with unlimited contacts and users. For tax & accounting operators that means one login, one bill and automations that talk to each other: missed-call text-back, appointment reminders, review requests and reactivation campaigns run without staff time.
How to claim it (the order matters)
- Start the account from the 30-day trial link. The playbook page's own button only gives 14 days.
- Open the official Tax & Accounting playbook page and load the snapshot into your new account.
- Connect your phone number and calendar, then publish the included website and funnel.
- Register A2P 10DLC before sending SMS in the US. Reviews and reminders depend on it.
Most owners are live within a day. There are no contracts; HighLevel is month-to-month and you can cancel from the dashboard.
Estimate the monthly bill first
Use the GoHighLevel cost calculator to see what a tax & accounting setup costs per month with SMS, email and AI usage included, or read the full pricing breakdown on netpartners.marketing.
Get the Tax & Accounting playbook free
Start the 30-day trial, then load the Tax & Accounting snapshot from the official bundle page.
Frequently Asked Questions
Is the Tax & Accounting playbook really free?
Yes. The playbook bundle (snapshot, templates, automations and course) is included at no extra cost when you start a HighLevel trial. Start the account from our 30-day link first, then load the playbook from the bundle page.
Do I need technical skills to use it?
No. The snapshot pre-builds the pipelines, workflows and pages, and the included setup guide walks through every step. Support is available 24/7 by chat and Zoom.
How much does HighLevel cost after the trial?
Plans start at $97 per month (Starter) with unlimited contacts and users. The $297 Unlimited plan adds unlimited sub-accounts, useful for multiple locations or client accounts. Agency Pro is $497 and adds SaaS Mode rebilling.
