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Ashely W
@ashley_westt
Tax CRM Setup and Automation Specialist
United States
English, German, Spanish
About me
Hi, I’m Ashely West, a CRM and tax system specialist. I help tax firms set up Canopy, Karbon, TaxDome, SuiteDash, TaxSlayer, and Tax Nitro client management systems. I build structured workflows, automate onboarding, tasks, emails, and organize your client data for smooth operations and growth. Focused on CRM setup, configuration, and workflow optimization.
Message me now to get your system running efficiently.
Skills
Ashely W
Offline •
See my services
Deal Development
I will sales closer rep high ticket sdr salesperson commission based appointment setter
Tax Returns
I will set up canopy crm karbon tax slayer taxdome suitdash tax nitro client management
