Official CRM Buildout Partner for TaxNitro|Provided by Lauren N. Mosby, CEO of Leaving A Legacy LLC(601) 586-7452

TaxNitro Buildout Services

By Leaving A Legacy LLC

Get TaxNitro ($149/mo)Book a Call Explore Packages

AUTOMATE • ORGANIZE • GROW

Custom Setup.
Maximum Impact.

"Let’s get your TaxNitro CRM built out the right way!"

As an Experienced CRM Builder, I’ll help you streamline your systems, automate your processes, and create a seamless client experience — so you can focus on what matters most: growing your business.

Build Out Services Provided By

Lauren N. Mosby

CEO of Leaving A Legacy LLC

Call or Text Direct:

(601) 586-7452

Select Your Buildout Package Buy TaxNitro First ($149/mo)

Done-For-You Setup

Turnkey Automations

Dedicated Support

CRM System Ready

Active Leads

254

↑ 32% growth

Opportunities

↑ 24% conversion

What We Build In Your Account:

2-Way SMS & Email Client Messaging

Intake & Appointment Calendars

Custom Sales & Tax Pipelines

Automated Workflows & Reminders

Client Portal & Course Membership

MANDATORY PREREQUISITE:

You must purchase CRM from TaxNitro prior to services being rendered ($149/mo or $1,490/yr).

Required First Step

MUST PURCHASE CRM FROM TAXNITRO

Prior to services being rendered by Leaving A Legacy LLC

$149 / MONTH

$1,490 / YEAR

Save 2 Months

Purchase TaxNitro Here

Already on TaxNitro or another CRM platform?

We can still assist with your buildout services — from audit and optimization to a full reconfiguration. Bring your existing account and we’ll get it running the right way.

Let’s Optimize It

CHOOSE YOUR BUILDOUT LEVEL

TaxNitro Buildout Packages

Select the package that fits your business needs. Lauren will configure your entire workspace tailored to your exact workflow.

Foundation Level

Basic Package

$1,500

"Get your foundation set for success!"

Included Buildout Modules:

Client Communication

Full 2-way SMS, Email, & Unified Messaging Inbox setup

Calendars

Automated booking calendars for intake & consultations

Forms

Custom lead capture, tax intake, and feedback forms

Contacts

Smart contact tags, custom fields, and database organization

Select Basic ($1,500)

Requires active $149/mo TaxNitro subscription

Pro Package

$2,500

"More features. More opportunities. More growth!"

INCLUDES EVERYTHING IN THE BASIC PACKAGE PLUS:

Automations / Workflows

Multi-step email & SMS nurture sequences, appointment reminders, and follow-ups

Opportunities / Pipelines

Visual drag-and-drop sales & tax return tracking boards

Client Portal

Secure portal for client document uploads & status updates

Communities

Engaging client & VIP community group setup

Courses

Digital course area for training, client onboarding, or tax guides

Select Pro Package ($2,500)

Recommended for full automation & max time savings

7–14 Day Turnaround Time

Your buildout is typically completed within 7–14 days — timing depends on how quickly we receive your CRM credentials and the data needed to access your account.

Interactive ROI Forecaster

Calculate What A Turnkey CRM Is Worth To Your Business

See how automating your communications, intake calendars, and pipelines impacts your bottom line.

Monthly Inquiries / Clients Handled:25 clients

5 clients150+ clients

Average Client / File Value ($):$350

$100$2,000+

Weekly Hours Spent On Manual Admin & Follow-ups:12 hrs/week

3 hrs35+ hrs

Estimated Monthly Value Created

$3,200/ month

Or ~$38,400 in recovered revenue & owner hours annually.

Extra closed clients (+15% retention):+4 clients ($1,400)

Owner admin hours rescued:~36 hours/mo

Payoff on Basic ($1,500) or Pro ($2,500):Within ~2 to 4 weeks

Get Lauren To Build Your System

Why Work With Lauren N. Mosby?

Leaving A Legacy LLC brings hands-on experience to build out your TaxNitro CRM specifically for tax professionals, accountants, and service entrepreneurs.

STREAMLINE YOUR SYSTEMS

Consolidate your client messaging, intake forms, and calendars into one seamless command center.

AUTOMATE YOUR PROCESSES

Eliminate repetitive manual texting, email reminders, and missed follow-ups with smart workflows.

IMPROVE CLIENT EXPERIENCE

Provide clients with instant booking, professional portals, and automated status notifications.

GROW YOUR BUSINESS

Free up 10-20 owner hours every week to focus on high-value client strategy and expansion.

Frequently Asked Questions

Everything you need to know about working with Leaving A Legacy LLC on your TaxNitro setup.

TaxNitro is the underlying high-performance CRM engine that powers all your client communications, funnels, calendars, pipelines, and automations. Lauren N. Mosby and the Leaving A Legacy team build your entire customized system directly inside your active TaxNitro account so you have 100% ownership from day one. You can grab your subscription through our official affiliate link for $149/month or $1,490/year (saves you 2 months).

Custom Setup. Maximum Impact.