Attention: Tax Business Owners & Financial Professionals
Are These Hidden Problems Draining Your Profits and Limiting Your Growth?
Overwhelmed by Administrative Tasks: Constant client follow-ups, appointment scheduling, and managing documents leave you no time for revenue-generating activities.
Inefficient Client Management: You struggle to maintain detailed client records, personalized communication, and compliance.
Lost Opportunities: Lack of automated marketing and follow-ups leads to fewer new clients and declining customer loyalty.
Competitive Disadvantage: Competitors with streamlined operations are rapidly capturing your potential clients.
Choose Your Growth Plan: Unlock the Power of TGP CRM to Automate, Streamline, and Scale
We specialize in providing support for:
TAXPRO
starter
$997/year
Solve Your Operational Headaches and Boost Your Efficiency Instantly
Full Access to the GoHighLevel CRM System under TGP
Get Your Systems Right: A2P SMS setup, lead uploads, contact management, IVR phone routing, calendar configuration, and QR code creation.
Content That Converts: Custom emails/SMS sequences, flyers, AI videos, weekly tax tips, keyword automation, plus access to our group calls for ongoing support.
TAXERO
Premium
$2,997/year
For Ambitious Firms Ready to Scale Without Limits
Everything in TaxPro, plus:
Digital Presence That Hits Different: AI assistants for SMS/social/web, scheduled social media posts, custom agency websites, and landing pages that actually convert.
Premium Support & Content: Contact exports, fully branded AI mini-ebooks and audio podcasts that keep you looking like the expert you are.
SUPER SERVICE BUREAU
unilimited
$4,995/year
Unleash the Full Potential of Your Firm
Everything in TaxERO, plus:
Next-Level Automation: AI employees handling your calls and emails, plus custom automations that keep your business running smooth while you focus on what matters.
Build Your Empire: Full membership sites with courses and community platforms that turn your tax expertise into recurring revenue streams year-round.
Premium Add-Ons: Enhance Your CRM Experience
Customize your CRM with these powerful features:
High-converting Websites & Funnels
Seamless Payment Processing
Revenue-generating Webinars & Bootcamps
Lucrative Digital Product Creation
Tailored Custom Pipelines & Workflows
Engaging Memberships & Courses
Profitable Ads Management
Transform Your Business with Proven Results
Clients using TGP CRM have experienced:
35% Revenue Increase: Automated client follow-ups skyrocketed revenue.
100+ Hours Monthly Savings: Eliminated wasted administrative time, enhancing productivity.
20% Operational Cost Reduction: Streamlined processes cut unnecessary expenses.
40% Increased Client Retention: Personalized client interactions boosted repeat business.
2X Faster Client Acquisition: Targeted marketing campaigns significantly grew client bases.
Over a decade deep in the tax game, turned my expertise into multiple six-figure businesses and a service bureau while educating hundreds in my community on how to leverage taxes.
As a tax business owner, integrating TGP CRM into our operations has been a game-changer. The platform has significantly saved us time by automating client onboarding and client management, allowing us to focus on what truly matters—our clients.
We struggled with marketing before, but TGP CRM's targeted campaign tools have streamlined our efforts, making them more effective and efficient.
It's like having an extra team member dedicated to boosting our productivity!
Our Unmatched Guarantee
We promise a streamlined business process that shifts your focus from administrative tasks to profitable activities.
Have some questions?
We're glad you asked! Check out common questions below:
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 Do I Get Started?
Sign up for a Starter of our Premium or Reseller plan and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.
How Secure Us My Customer Data?
In 2024, 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.
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.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use custom API and webbooks to automate between over 2000 other applications with ease.
TAX GROUP PROS
Atlanta, Georgia
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Important: Earnings and Legal Disclaimers
We don’t believe in get-rich-quick programs. We believe in hard work, adding value and serving others. And that’s what our programs are designed to help you do. As stated by law, we can not and do not make any guarantees about your own ability to get results or earn any money with our ideas, information, programs or strategies. We don’t know you and, besides, your results in life are up to you. Agreed? We’re here to help by giving you our greatest strategies to move you forward, faster. However, nothing on this page or any of our websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any of our sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual or as a promise of potential earnings – all numbers are illustrative only.