AUTOMATE AND SCALE Your TAX Business

With The #1 All-In-One Marketing & Sales Tool

CLICK BELOW TO WATCH FIRST!

One system built for Tax Pros, EROs, and Service Bureaus to automate contracts, onboarding, payments, training, and marketing without the headache

Hey, Tax Professionals!

Stop wasting hours on contracts, emails, and follow ups. Automate the busy work and put your tax business in growth mode

  • Community/Training Hubs

  • Automated Contract/Agreements Delivery

  • Sms and Email Marketing

  • Automated Partner Onboarding

  • Automated Client Intake Process

  • Workflows that handles each part of your tax biz

Seamless Messaging Integration

Efficient Calendar Management

Automate asking EVERY customer for a review.

Instant Visitor Engagement

Convenient Communication Channels

Pay your customers for recommending their friends

Work smarter.

not harder.

let automations handle the details while you foucus on building a 6-7 figure tax empire

Your team wants clear direction and immediate support. If you’re not communicating and responding to them, confusion and delays will set in. Make sure your systems match the level of leadership you provide in person. By utilizing our all-in-one solution, you can streamline your operations, keep your team aligned, and open the door to bigger opportunities.

With Leads2Wealth, you can:

  • Automate your marketing and recruiting.

  • Keep your entire team organized in one place.

  • Onboard new team members with ease.

FEATURED PRODUCTS

Leads2Wealth specializes in branding, website design, business automations, and online marketing in the tax industry. After discovering an abundance of tax offices without brand strategies or messages and with identities that just weren’t living up to their potential, we decided to do something about it. That something is Leads2Wealth.

+

LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo

Powerful Automated Software

Increase efficiency and find more opportunities. Leads2Wealth helps you locate, nurture, and market to your future customer.

custom Logo Design

A great logo or graphic is designed to be immediately recognizable and embedded forever in the minds of consumers. Design can be creative and elaborate, but it should also be insightful and intelligent.

fully custom built website

The internet is a modern-day phonebook, and your website is a virtual business card. We’ll make its first impression unforgettable with a responsive website customized to reflect your unique brand.

PRO PLAN

A complete automation system designed specifically for Tax Professionals, EROs, and Service Bureaus who are ready to save time, stay compliant, and scale big.

With our Pro Plan, you’ll have everything you need in one place to run your office smoothly, onboard new team members without stress, and keep your clients engaged through automated marketing.

$129/m

$159 Set Up Fee

LOGO DESIGN

A great logo or graphic is designed to be immediately recognizable and embedded forever in the minds of consumers. Design can be creative and elaborate, but it should also be insightful and intelligent.

$200

UP TO 3 REVISIONS

ADVANCED ( 1 PAGE )

The internet is a modern-day phonebook, and your website is a virtual business card. We’ll make its first impression unforgettable with a responsive website customized to reflect your unique brand.

$599

HOSTING INCLUDED

PRO ( FULL WEBSITE )

Leads2Wealth provides personalized attention to clients of all sizes, and we pride ourselves on our ability to come up with dynamic, custom web designs.

$2597

HOSTING INCLUDED

Choosing the right plan is crucial for your business growth. We offer tailored plans that fit your current needs and scale with your ambitions. Whether you're just starting out, expanding your team, or leading a large enterprise, we have a solution designed for you.

Frequently Asked Questions

Leads2Wealth specializes in branding, website design, business automations, and online marketing in the tax industry.

What Kind of Support Will I Have?

Great question. Many business owners feel like they are on their own when they implement new technology. Not to worry, we have SIX layers of support for our members: a Private Members Area, a LIVE Community Chat Forum, a Support Ticket System, an extensive Video Archive, LIVE Chat with technicians right inside the Dashboard, and SIX LIVE weekly webinar trainings on how to use Leads2Wealth to its full potential. We've got you covered!

Does Leads2Wealth Integrate With Other Platforms?

Yes. There is almost no platform that does not integrate with the Leads2wealth dashboard. Many business owners integrate Leads2wealth with their current CRMs, such as InfusionSoft or OntraPort, so that they have better visibility of their sales cycle. Most eventually replace their entire CRM and use only Leads2wealth for managing their entire business at usually one-third of the cost.

Does Leads2wealth Work With Windows And Mac?

Of course. Leads2wealth is cloud-based. All you need is a web browser on your computer, tablet, or phone, and you are fine. Leads2wealth can be accessed anywhere, anytime. You will even be able to download the mobile app if you choose!

How Many Users Do I Get?

When you activate your Lifetime License to Leads2wealth for only $67 one time, obviously it only includes one user at that low of a price point. If you'd like to add more users, you can upgrade later on to "The Marketing Automation Suite," which will give you unlimited users AND unlimited contacts, which is UNHEARD of in the software space! Most platforms have a monthly per-user fee after a certain amount of users. Typically $20 to $50 per user, per month. But not Leads2Wealth. Unlimited users and unlimited contacts! We know, simply amazing.


Ready to get started?

Terms of Service | Privacy Policy

© Copyright 2025 Leads2wealth -All rights reserved