Enhance Your Setup with

Optional Add-On Services

You’re all set with Integrity Tax Software.

These optional services are available if you want extra support, protection, or growth now or later.

Choose only what fits your goals.

Managed IT Support Plan

Provides ongoing IT support, patching, device monitoring, and email security to keep your tax office secure and running efficiently.

$225/Per User Per Month

  • Remote IT Support, Up to 40 Hours Per Month

  • Patch Management and Software Updates

  • Device Monitoring and Health Checks

  • Email Security and Phishing Protection

  • Dark Web Monitoring

No contracts - cancel anytime

Custom CRM & Automation Setup

Customize your Dragon Hub CRM with pipelines, automated SMS and email follow up, booking calendars, and workflows to streamline lead management and client communication.

$1,800.00/ One Time Payment

  • Custom Pipeline Setup

  • Opportunity Stage Automation

  • Lead Capture Funnel Integration

  • Landing Page Integration

  • Appointment Booking Calendar Setup

  • Automated SMS Follow-up Sequences

  • Automated Email Follow-up Sequences

  • Workflow Automation Setup

  • Review Request Automation

  • Contact Tagging and Segmentation

  • Lead Notification Setup

No contracts - cancel anytime

Tax Pro Digital Marketing

Create consistent client flow without guessing what to say or post.

$1,575/month

  • FB and IG Ad Campaign Management

  • Lead Generation Funnel Setup

  • Automated Email & SMS Follow Up

  • CRM Integration Through Dragon Hub

  • Ad Creative

  • Social Media Optimization

  • Retargeting Campaign Setup

  • Pipeline and Lead Tracking

  • Monthly Campaign Performance Reporting

  • Lead Nuture Campaigns

No contracts - cancel anytime

Cybersecurity Suite

Protect your tax office with threat detection, secure backup, VPN encryption, WISP creation, and cybersecurity training to support IRS Security Six and FTC Safeguards alignment.

$65 Per User Per Month

  • Managed Detection and Remediation of Cyber Threats

  • Backup Software for Data Recovery

  • VPN with Data Encryption and IP Masking

  • Written Information Security Plan Creation

  • Cybersecurity Awareness Training

  • Cybersecurity Incident Recovery Plan

Informational Guidance Provided On

  • Firewall Protection for Network Traffic

  • Drive Encryption of Storage Devices

  • Multi-Factor Authentication for Enhanced Security

No contracts - cancel anytime

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