LaunchChecklist | New Centuri Tax System

The all-in-one business-in-a-box solution for tax professionals, including professional tax software, a client CRM, business training, and AI agents to help you start, grow, and scale.

Data types

  • Testimonial
  • Lead
  • UserProfile
  • CourseModule
  • UserProgress
  • ResellerCommission
  • AutomationLog
  • UserIntegration
  • TaxClient
  • RecruitmentLead
  • CRMTask
  • AutomationSequence
  • ClientSegment
  • TaxOffice
  • Client
  • Campaign
  • Report
  • CommunicationLog
  • AccountEntitlements
  • Branch
  • OnboardingStatus
  • Task
  • IntakeLog
  • FranchiseOpportunity
  • AdCampaign
  • FacebookConnection
  • Invoice
  • UserOnboardingProgress
  • KnowledgeBaseDocument
  • TaxAdvisory
  • TeamMember
  • TeamMessage
  • ClientNote
  • DigitalDocument
  • TrainingVideo
  • TrainingMaterial
  • LiveTrainingEvent
  • WorkflowExecution
  • WorkflowExecutionLog
  • AIConversation
  • AIAgent
  • AICreditWallet
  • ESignatureRequest