You will get White-Label Tax Compliance & Client Portal System
Project details
I build secure, compliance-aware systems that go beyond basic setup. My approach combines structured client onboarding, organized workflows, and automation designed for real business use. With experience in operations, CRM, and tax compliance, I deliver white-label systems that protect sensitive data, improve efficiency, and provide a polished, professional client experience from day one.
File Format
OtherWhat's included
| Service Tiers |
Starter
$150
|
Standard
$350
|
Advanced
$650
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 10 days |
Number of Revisions | 1 | 0 | 0 |
Source Files | - | - | - |
Commercial Use | - | - | - |
Convert to HTML/CSS | - | - | - |
Responsive Design | - | - | - |
Interactive Mockup | - | - | - |
Optional add-ons
You can add these on the next page.
Custom Email Sequence
+$125
Automated Referral Tracker
+$150Frequently asked questions
About Roshawnna
Business Operations Virtual Assistant | CRM, and Automation
Montgomery County, United States - 7:02 am local time
With 7+ years of experience (since 2018) supporting businesses across multiple industries — including tax services, government programs, corporate benefits, and service providers — I bring structure, clarity, and consistency to the day-to-day tasks that keep businesses running.
What sets me apart:
✅ Strong business operations mindset (not just task-based VA work)
✅ Deep experience with client onboarding, documentation, and workflows
✅ Hands-on CRM & automation support (HubSpot, Google Workspace, AppSheet, Zapier)
✅ Compliance-aware background (EFIN holder, PTIN, WISP implementation)
✅ Professional, reliable, and easy to work with
I don’t just “check boxes” — I help build systems that save time, reduce errors, and improve the client experience.
Steps for completing your project
After purchasing the project, send requirements so Roshawnna can start the project.
Delivery time starts when Roshawnna receives requirements from you.
Roshawnna works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements Review & Confirmation
Review submitted details, confirm project scope, timeline, and required access.
System Planning & Workflow Design
Design the client flow, folder structure, and automation plan based on the selected package.