Monthly backend systems, automations, and support built for tax professionals who are ready to stop doing everything manually.
Missed client messages
Unorganized pipeline
Constant follow-ups
This is your monthly system for structure, automation, and consistency inside your tax office.
No guessing.
No rebuilding every season.
No starting over.
Everything you need in one place.
Choose your level based on how hands-on you want to be.
4 SIMPLE STEPS
1. Start simple
Get emails only and stay consistent
2. Learn the system
Join DIY and build with guidance
3. Let us build
Upgrade to DFY and we handle it
4. Stay optimized
Move into maintenance for ongoing support
Choose Your Level
Whether you want to do it yourself or have it done for you there’s an option for you inside the Society.
Best for: Beginners / Consistency
Emails Only
-30 plug-and-play emails monthly
-Monthly campaign themes
-Easy import into your system
-Perfect for consistency without overwhelm.
Best for: Learning + Building.
DIY Automation Access
-Monthly live classes
-Step-by-step builds
-Templates + workflows included
-Learn and build as you go
Best for: Scaling / Saving time
Done-For-You Automations
-We build your workflows monthly
-Setup + testing included
-Email + automation integration
-Community + training access
Best for: Established Offices
Backend Maintenance
-Monthly cleanup + fixes
-Workflow optimization
-Automation adjustments
-Ongoing support.
Not Ready for a Subscription?
Grab individual templates, SOPs, and systems from the Digital Vault.
KC PRO SOFTWARE + Client Automations
Software + Automations (One-Time Setup)
Get your tax software + full backend system built together.
Everything connected. Everything automated.
Unlimited returns + users
Built-in automations
Intake + client communication system
Setup + onboarding included
Real Tax Pros. Real Results. Real Systems.
“Alexis rebuilt my entire backend from scratch GHL, templates, automations, everything. My clients get updates automatically, my pipeline is organized, and I actually feel in control of my business. This was the missing piece in my office.”
Ashley G.
Real Financial Services
"My entire office runs smoother since Alexis rebuilt my GHL. The automations, pipelines, and client updates work perfectly now. Before, I was missing messages and double-working tasks. Now everything routes exactly where it should, and my clients finally get consistent communication. Best investment I’ve made for my backend."
Shauntee B.
Rich Off Taxes
"The backend Alexis created for me is a lifesaver. The way she organized my client intake, communication templates, and follow-up workflows saved me hours every week. Everything finally feels structured. If you’re overwhelmed, you need her systems."
Bridget A.
Allen & Associates
When will I receive access?
Access is delivered immediately after purchase. Your digital products, templates, and systems will be available inside your account or via instant download. If your purchase includes automations or software, onboarding instructions will be emailed to you right away.
Can I use these templates again next year?
Yes. All templates, SOPs, checklists, and digital tools are yours to keep and reuse every year. You only pay once
Do I need GoHighLevel (GHL) to use these products?
Most digital products do not require GHL.
Only the monthly Automation Society subscriptions and automation buildouts are GHL-based.
If a product requires GHL, it will be clearly noted in the description.
Is the subscription cancel anytime?
Yes. All subscriptions are month-to-month and can be canceled at any time inside your portal. Your cancellation will take effect at the end of your billing cycle.
Can I buy more than one per-package buildout?
Yes. You can purchase as many per-package options as you need, especially during the Black Friday sale. Many tax pros grab multiple so they can build out more of their backend at once.
Are digital products instant download?
Yes. All digital products are instant access. No waiting, no email delays. You can download your templates, guides, and systems immediately after checkout.
