START CLOSING MORE DEALS!
Convert
More Leads
Into Sales
Client Shield helps you capture, nurture, and close leads on autopilot through SMS, Email, Live Chat, Phone Calls, and more! Scroll down for more details.
Using Service Bureau Creator You Can
Autopilot for your Business through SMS, Email, Web Chat, Phone Calls ,
and much more!
Accelerate Your Lead Response
Timing is key when converting leads. With automation, you can drastically improve your response time, keeping all your communications in one simple system. Don't miss out on valuable opportunities—stay ahead of the game by connecting with leads faster and driving your business forward.
Keep your calendar Filled
Say goodbye to missed sales opportunities! Service Bureau Creator guides new and previous year clients to schedule appointments with you automatically, so that you can close more deals without lifting a finger!
Build relationships through conversation
Consolidate all your communication channels in one convenient location! Our robust two-way communication, dialer, and contact management systems make nurturing leads into clients easier than ever. Effortlessly route calls and convert incoming leads into sales opportunities by connecting directly with prospects eager to engage. Available on both desktop and mobile for your convenience
Ready To Close More Deals?
Schedule A Demo Now!
Nurture & Reactivation Campaigns
Get up to an 80% response rate from your leads and customers with easy-to-use Client Shield automation campaigns that interact across multiple channels like SMS, email, and voicemail drops! Campaigns are powerful tools for nurturing new leads into clients, and old clients into returning customers.
Funnels & Websites
Effortlessly kickstart your marketing initiatives with our pre-designed funnel and website templates tailored for the tax industry. With Service Bureau Creator intuitive drag-and-drop builder, you can easily craft stunning, high-converting landing pages directly on your domain.
Easy Invoicing & Contracts
With Service Bureau Creator, you can effortlessly create, track, and send invoices through text or email, making payment collection seamless. Additionally, you'll have access to professional contract and engagement letter templates to ensure secure payment for your services!
Track, Automate & Scale
With Service Bureau Creator, you can effortlessly track the lifecycle of every lead through opportunities and pipelines. Our powerful workflows allow you to easily create automated follow-up campaigns for any lead, prospect, or client, all in one central location. File more returns or sell more software by reclaiming hours lost to repetitive and tedious tasks.
Training & 24/7 Priority Support
Upon enrollment, you'll gain access to our video training portal, offering step-by-step walkthroughs to help you and your team get accustomed to the platform.
Need help? Simply click the “Chat” window in the bottom left corner of the Service Bureau Creator dashboard to connect with our support team.
Industry Leading Features
Generate high-quality leads effortlessly and boost your sales
pipeline with our powerful Industry Leading Features.
7 Channel Automated Follow Up
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger.
Team Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more
AI Appointment Booking
Use Service Bureau Creator to book appointments for you so that you can focus on what matters the most: closing deals.
Lead Round Robin
Automatically distribute leads between team members and track the progress on each lead.
Live Call Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Alerts & Reminders
Remind yourself to call leads, end documents, or any other sales-related tasks in your leads lifecycle.
Communication Center
All of your communication in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and more!
Advanced Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.
Mobile App
Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Tools You Already Love With Our Custom
Integration Via Zapier!
TESTIMONIALS
Join hundreds + Service Bureau Creator Customers!
"I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME."- Zack Jones
"I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME."
- Mark Carter
"I would give Client Shield a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I recommend it to all my clients!"
- Keisha Spivy
Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
Starter
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7 LIVE Support
$10 Complimentary Usage Credits
Premium
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
$49/mo
Lorem ipsum dolor
Integer nec odio
Sed nisi
Duis sagittis ipsum
Mauris massa
Class aptent taciti
Client Shield Reseller
Unlock new revenue streams and accelerate your business growth with the power of Client Shield
$99/mo
Lorem ipsum dolor
Integer nec odio
Sed nisi
Duis sagittis ipsum
Mauris massa
Class aptent taciti
Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
(Plans are subject to usage billing where applicable)
Starter
(Best for Single offices)
Get started with our cost-effective Starter Plan, ideal for business professionals and small businesses. This plan includes pre-built funnels, automation, and workflows customized to suit your specific industry needs.
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
$79
/MONTHLY
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7 LIVE Support
$10 Complimentary Usage Credits
Seasonal Plan Available
Premium
(Best for Multiple offices)
Unlock all features with support for multiple locations, unlimited contacts, and unlimited users. This plan is ideal for businesses with multiple locations, a wide range of services, or diverse business models.
$249
$249
/MONTHLY
Everything In Starter +
Tax Preparation & Service Bureau Systems
3 Locations
Unlimited Contacts & Users
Memberships & Courses
Communities
All Reporting
$25 Complimentary Usage Credits
SBC Reseller
(Best for Enterprises)
Unlock new revenue streams and accelerate your business growth with the power of Service Bureau Creator
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand And Resell Platform
Right To Resell Complimentary Features
Reseller Training Platform
Affiliate System
Brand Development
Advance API Access
$100 Complimentary Usage Credits
Starter
(Best for Single offices)
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
$79
/MONTHLY
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7 LIVE Support
$10 Complimentary Usage Credits
Seasonal Plan Available
Premium
(Best for Multiple offices)
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
$249
$249
/MONTHLY
Everything In Starter +
Tax Preparation & Service Bureau Systems
3 Locations
Unlimited Contacts & Users
Memberships & Courses
Communities
All Reporting
$25 Complimentary Usage Credits
Client Shield Reseller
(Best for Enterprises)
Unlock new revenue streams and accelerate your business growth with the power of Service Bureau Creator
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand And Resell Platform
Right To Resell Complimentary Features
Reseller Training Platform
Affiliate System
Brand Development
Advance API Access
$100 Complimentary Usage Credits
Compare Our Plans
Explore transparent pricing options, feature breakdowns, and select the best
value for your investment.
Starter
Single Account - Setup 1 Starter Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Premium
Single Account - Setup 1 Premium Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
SBC Reseller
Single Account - Setup 1 Reseller Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Frequently Asked Questions
What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
How Secure Us My Customer Data?
In 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
How Do I Get Started?
Sign up for a Demo and see how easy our services make business management. We hope you'll join us once you see how can boost your business.
How Does Your Automation Work?
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
Ready To Close More Deals?
Schedule A Demo Now!
Copyright 2025 Service Bureau Creator