Does anyone use IS to manage a tax practice?

Max Classic
1

I want to use the follow-up capabilites of IS to initiate and watch over the process of preparing a tax return for a client.

Further, the between filing season nurture of past clients.

Has anyone set up a series of campaigns or other IS tools to do this?

2

I believe there is a free campaign in the Marketplace for this, @Mike_Wright. Have you checked from inside your campaign area?