✨ SuiteDash Lite – Beginner CRM Setup Package

(Must already have your own SuiteDash account)

The SuiteDash Lite Package is the perfect starter setup for new tax preparers, small business owners, and service providers who want a clean, simple CRM — without the overwhelm or the high price tag.

This package gives you exactly what you need to stay organized, onboard clients, and automate basic tasks… for a beginner-friendly price of $299.

Note: This package requires you to already have your own SuiteDash account. We build inside your system.

🔥 What’s Included in SuiteDash Lite

✔ Two Ready-To-Use Dashboards

Designed with beginners in mind, each dashboard includes the essentials:

Client list
Tasks & reminders
Quick links
Document area
Simple navigation

No clutter. No confusion. Just what you actually need.

✔ Beginner-Friendly Automations

You’ll get simple, easy workflows that help you operate professionally without learning complicated tech:

Client onboarding automation
Welcome message flow
Document upload reminders
Basic task routing
Status update notifications

Perfect for new business owners who need functionality without the headache.

✔ Clean, Professional Setup

We take care of the CRM setup so you don’t have to, including:

Brand colors & logo added
Client portal configuration
Menu simplification
Layout organization
Basic security settings

Everything is done for you inside your existing SuiteDash account.

💼 Perfect For Beginners Who:

🔹 Are just starting a tax or service business 🔹 Need a clean, easy client portal 🔹 Want simple automation without the complexity 🔹 Don’t need a full advanced CRM yet 🔹 Want an affordable starter setup 🔹 Already have their own SuiteDash system

💰 Only $299 — Build Included

You get a professional SuiteDash starter system built inside your own account, giving you everything you need to run your business smoothly from day one.