Membership Portal - Taxify360 - AI Powered Tax CRM & Automation Platform

Membership Portal

With video guided tutorials, checklists, or courses you can start making more revenue by selling your courses online. Taxify360's learning management system allows you to upload videos and organize them into lessons. Providing access to these lessons for free or after a purchase is up to you! Once a student has access they'll be able to login and take your course from their desktop, laptop, or mobile device.

✦ Feature 01 · Onboarding

Onboard Your
Clients

Pen and paper is a thing of the past! Video guided tutorials on where to go next will help speed up the process of onboarding clients as well as make your company look high-tech without needing a PHD in computer science.

ENROLL NOW ›
Client Onboarding · Step 3 of 5
Welcome & Intro
Completed · 2 min video
Upload Your Documents
Completed · Checklist
Review & Sign
In Progress · 3 min video
4
Schedule Appointment
Upcoming
5
Payment & Confirmation
Upcoming

✦ Feature 02 · Courses

Create &
Sell Courses

Everyone has knowledge and expertise they can teach, but it might be difficult to fill a room with bodies. Instead, you can record your knowledge, put it in a course, and sell it online. This gives you the ability to teach to anyone in the world whether you are creating a Tax Academy or teaching people tax saving tips.

ENROLL NOW ›
Your Course Library
🎓
Tax Academy 101
8 lessons · 1.2h
📋
Client Onboarding
5 lessons · 45m
Free
💰
Tax Saving Tips
12 lessons · 2h
📊
Business Returns
6 lessons · 55m

✦ Feature 03 · Analytics

Tracking &
Analytics

With the powerful analytics tab you can see which of your students has completed a lesson, module, or entirety of the course. You can even create automations that give them access to more courses as they complete other ones. Automating how people navigate through your series of courses is a great way to spoon feed students without overwhelming them.

ENROLL NOW ›
Student Progress · Tax Academy 101
JD
James D.
100%
Done
ML
Maria L.
67%
Active
TR
T. Robinson
33%
Active
AK
A. Kim
0%
New