Tax & Credit Snapshot
Pre-built and ready to use from day one.
Legacy Suite Plan
Everything Your Office Needs
Plus the Training to Run It
You've got the software. Now activate the CRM built to run alongside it — with full access to our tax courses included.
Legacy Suite Powerup gives you a fully configured system — website templates, calendar, automations, and client communication — pre-loaded with your Tax & Credit Snapshot, plus training for you and your team.
Legacy
Suite
Suite
✓ Tax & Credit Snapshot
✓ Calendar & Scheduling
✓ Workflow Automations
✓ Website Templates
✓ Communication Tools
✓ One Login
✓ Full Tax Course Access
Activate Legacy Suite
Pre-configured CRM
Tax courses included
Ready to launch
What's Included
What You Get With
Legacy Suite
Your core office systems and team training are already organized, connected, and prepared for activation.
Website Templates
Available to brand to your office.
Calendar & Scheduling
Clients book appointments and your office gets notified automatically.
Communication Tools
Email and SMS are built in, so client follow-up does not fall through.
Workflow Automations
The repetitive parts of running your office are handled automatically.
One Login
Everything above is accessible through one connected system.
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Full Tax Course Access
Train yourself and your team while your office continues to run.
Confirm the Fit
Built For
Legacy Suite Plan Holders
Legacy Suite is the exact CRM tier matched to your software package. If you purchased the Legacy Suite Powerup Plan, this is your plan — nothing else to compare and nothing else to decide.
Purchased something else? Check your confirmation or contact Chrishan before activating. We want you on the right plan from day one.
Your Matched Partner Plan
Legacy Suite Powerup was created specifically for qualifying Legacy Suite software partners. Your CRM, snapshot, website, workflows, and course access are packaged together in one activation.