Turn Your Tech Stack Into a Recurring Revenue Stream.
Why just use the software when you can sell the solution? The Software Funnel is a high-converting, step-by-step sales engine designed to showcase the features, benefits, and ROI of your software platform
optimized to turn "lookers" into subscribers.
Our Software Funnel (Exclusive to TAXERO & SSB) is designed to help you attract, vet, and onboard top-tier talent or seasonal preparers on autopilot.
The High-Conversion Demo Page: A sleek, modern landing page that highlights the "Pain vs. Solution." It shows potential users exactly how your software eliminates their manual headaches.
Feature Showcasing: We don’t just list buttons; we sell outcomes. From automated document collection to real-time refund tracking, we show them why they can’t live without your tech.
Automated Trial & Onboarding: Let the system do the work. When someone signs up, the funnel triggers a "Welcome" sequence that walks them through their first setup, increasing retention and reducing churn.
Comparison Modules: Clearly demonstrate why your software hits different compared to the expensive, clunky legacy systems your competitors are using.
Why Your Firm Needs a Software Funnel:
Passive Income: Generate revenue year-round, not just from January to April.
Authority: Owning or providing the software positions you as a leader in the tax-tech space.
Scalability: You can sell software to 1,000 people just as easily as you can sell it to 10.
Available on TAXERO & SUPER SERVICE BUREAU Plans