Your Tax Office
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Launch-ready

Tax prep with a clean process.

Book an appointment, get a checklist, and keep communication in one place.

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AI Copilot
3 leads need follow-up today
Schedule outreach for Sarah M.
2 deals at risk
Draft a save offer for Acme Co.

Services

Tax prep consult
Confirm scope and timelines.
Document review
Checklist-driven intake.
Follow-ups
Clear status updates and next steps.

Document checklist

Example checklist you can customize.

W-2 / 1099s
Income documents.
Deductions
Receipts and statements.
Prior year return
If available.
{
  "heading": "Important",
  "items": [
    {
      "q": "Financial advice",
      "a": "This website provides general information only and is not financial advice."
    },
    {
      "q": "Sensitive data",
      "a": "Do not send SSNs or sensitive documents over SMS/email; we will provide a secure method if needed."
    }
  ],
  "style": {
    "motionPreset": "fade-up",
    "motionDelayMs": 180
  }
}

Request an appointment

Share your preferred time and service line. We will confirm quickly.

Email
launch@habaj.com
Phone
+1 (855) 422-2529
Message
Your Tax Office
Start Setup
Services

Finance: Tax Services

Clear offers, sections, and proof to convert qualified demand.

Book setup View pricing
Production-ready template with editable sections and automation-ready flows.
Execution preview
Lead capture
Capture and route inbound demand instantly.
Pipeline control
Track stage progression with owner accountability.
Checkout and booking
Collect deposits and confirm slots in one flow.
Retention loops
Automated follow-up and review prompts included.

Coverage footprint

United States, remote launch support

Services blueprint

Final-copy sections you can publish immediately and optimize continuously.

Website template system
Near-final copy, branded sections, and campaign-ready CTAs.
Pipeline + CRM defaults
Stage mapping, deal visibility, and follow-up accountability.
Scheduling + checkout
Deposits, bundles, and frictionless booking confirmations.
Copilot decision loops
Action prompts for missed leads, stalled deals, and renewals.

Packaging and pricing

Built for one-time setup revenue plus monthly automation retainers.

Setup
Vertical Pack Setup
Implementation and launch
$1,250 one-time
✓ Website + full site pages
✓ Pipeline + scheduling defaults
✓ Checkout and reputation presets
Start setup
Monthly
Automation Bundle
Optimization and decision loops
$299 /month
✓ Lead follow-up loops
✓ Review + referral flywheel
✓ Retention and payment recovery
Enable bundle
Your Tax Office
Start Setup
Pricing

Finance: Tax Pricing

Transparent packaging built for setup + recurring automation.

Book setup View pricing
Production-ready template with editable sections and automation-ready flows.
Execution preview
Lead capture
Capture and route inbound demand instantly.
Pipeline control
Track stage progression with owner accountability.
Checkout and booking
Collect deposits and confirm slots in one flow.
Retention loops
Automated follow-up and review prompts included.

Experience previews

Pricing blueprint

Final-copy sections you can publish immediately and optimize continuously.

Website template system
Near-final copy, branded sections, and campaign-ready CTAs.
Pipeline + CRM defaults
Stage mapping, deal visibility, and follow-up accountability.
Scheduling + checkout
Deposits, bundles, and frictionless booking confirmations.
Copilot decision loops
Action prompts for missed leads, stalled deals, and renewals.

Packaging and pricing

Built for one-time setup revenue plus monthly automation retainers.

Setup
Vertical Pack Setup
Implementation and launch
$1,250 one-time
✓ Website + full site pages
✓ Pipeline + scheduling defaults
✓ Checkout and reputation presets
Start setup
Monthly
Automation Bundle
Optimization and decision loops
$299 /month
✓ Lead follow-up loops
✓ Review + referral flywheel
✓ Retention and payment recovery
Enable bundle
Your Tax Office
Start Setup
Booking

Finance: Tax Booking

Guided scheduling with conversion-first follow-through.

Book setup View pricing
Production-ready template with editable sections and automation-ready flows.
Execution preview
Lead capture
Capture and route inbound demand instantly.
Pipeline control
Track stage progression with owner accountability.
Checkout and booking
Collect deposits and confirm slots in one flow.
Retention loops
Automated follow-up and review prompts included.

Booking blueprint

Final-copy sections you can publish immediately and optimize continuously.

Website template system
Near-final copy, branded sections, and campaign-ready CTAs.
Pipeline + CRM defaults
Stage mapping, deal visibility, and follow-up accountability.
Scheduling + checkout
Deposits, bundles, and frictionless booking confirmations.
Copilot decision loops
Action prompts for missed leads, stalled deals, and renewals.

Operator proof

Near-final messaging and validated outcomes.

★★★★★
"We launched in days with complete pipeline and inbox workflows."
Operations Director
Finance: Tax
★★★★★
"Conversion improved once booking, checkout, and follow-up were unified."
Growth Manager
Finance: Tax
★★★★★
"The implementation motion was structured, measurable, and revenue-first."
Founder
Finance: Tax
Go-live ready

Turn this template into a live revenue workspace

Website, inbox, CRM, scheduling, checkout, and Copilot loops in one deployment.

Book kickoff Compare pricing
Your Tax Office
Start Setup
About

Finance: Tax About

How this team delivers outcomes with one unified workspace.

Book setup View pricing
Production-ready template with editable sections and automation-ready flows.
Execution preview
Lead capture
Capture and route inbound demand instantly.
Pipeline control
Track stage progression with owner accountability.
Checkout and booking
Collect deposits and confirm slots in one flow.
Retention loops
Automated follow-up and review prompts included.

Packaging and pricing

Built for one-time setup revenue plus monthly automation retainers.

Setup
Vertical Pack Setup
Implementation and launch
$1,250 one-time
✓ Website + full site pages
✓ Pipeline + scheduling defaults
✓ Checkout and reputation presets
Start setup
Monthly
Automation Bundle
Optimization and decision loops
$299 /month
✓ Lead follow-up loops
✓ Review + referral flywheel
✓ Retention and payment recovery
Enable bundle

About blueprint

Final-copy sections you can publish immediately and optimize continuously.

Website template system
Near-final copy, branded sections, and campaign-ready CTAs.
Pipeline + CRM defaults
Stage mapping, deal visibility, and follow-up accountability.
Scheduling + checkout
Deposits, bundles, and frictionless booking confirmations.
Copilot decision loops
Action prompts for missed leads, stalled deals, and renewals.

Request implementation

Share your team, timeline, and launch goals for a scoped rollout plan.

Email
launch@habaj.com
Phone
+1 (855) 422-2529
Address
Habaj Platform
Remote-first implementation team
Message
Your Tax Office
Start Setup
Contact

Finance: Tax Contact

Talk to implementation and get your launch plan mapped.

Request launch View pricing
Production-ready template with editable sections and automation-ready flows.
Execution preview
Lead capture
Capture and route inbound demand instantly.
Pipeline control
Track stage progression with owner accountability.
Checkout and booking
Collect deposits and confirm slots in one flow.
Retention loops
Automated follow-up and review prompts included.
Execution mode

One system, multiple revenue loops

Templates, messaging, CRM, and billing aligned for predictable growth.

Operating model
Capture, convert, retain, and renew in one sequence
All channels feed one inbox and one action queue for your team.
Unified inbox routing
Stage ownership by workflow
Automated follow-up loops
Monthly optimization cadence
Inbox
Speed-to-lead
Auto-reply and recovery loops for every channel.
Checkout
Revenue controls
Deposits, subscriptions, and retry logic included.
Scheduling
Operational flow
Service durations, capacities, and confirmation logic.
Copilot
Decision support
Prompts that surface the next best operational move.

Experience previews

Go-live ready

Turn this template into a live revenue workspace

Website, inbox, CRM, scheduling, checkout, and Copilot loops in one deployment.

Book kickoff Compare pricing