Tax. Expert. Automated. Marketing
Eliminate timely task and increase revenue with our solutions.
TGP CRM delivers automated marketing solutions, streamlining social media, SMS, and email campaigns, AI ad creation, and form generation. Enhanced compliance tools and seamless integrations eliminate time-consuming tasks, allowing professionals to concentrate on revenue-generating opportunities.
SPEED
SPEED
Speed Up Your Lead Conversions
Speed is everything when converting leads. With automation, you can dramatically cut response times while managing all your communications in one seamless system. Don’t let valuable opportunities slip away—stay ahead by engaging leads faster and accelerating your business growth.
CALENDAR
CALENDAR
Never Run Out of Appointments
Say goodbye to missed tax opportunities! TGP CRM ensures that both new and returning clients schedule appointments with you automatically, so you can focus on maximizing returns while we handle the scheduling—effortlessly!
CONVERSATIONS
CONVERSATIONS
Turn Conversations into Lasting Relationships
Streamline all your client interactions in one convenient place! Our powerful two-way communication, automated dialer, and contact management system make it easier than ever to turn leads into loyal clients. Effortlessly route calls, follow up with potential customers, and convert inquiries into revenue. Stay connected anytime, anywhere—available on both desktop and mobile for your convenience!
CAMPAIGNS
CAMPAIGNS
Reconnect, Nurture, and
Convert Effortlessly
Achieve up to an 80% response rate from your leads and clients with easy-to-use TGP CRM automation campaigns! Seamlessly interact across multiple channels like SMS, email, and voicemail drops to nurture new leads into loyal clients and re-engage past customers. Maximize your tax business with powerful, automated follow-ups that drive results!
WEB
WEB
Automated Funnels & Websites
Effortlessly launch your marketing campaigns with our professionally designed funnel and website templates, built specifically for the tax industry. With TGP CRM intuitive drag-and-drop builder, you can create stunning, high-converting landing pages on your own domain—no technical skills required!
PAYMENTS
PAYMENTS
Automate Your Contracts & Invoicing with Ease
With TGP CRM, you can effortlessly create, track, and send invoices via text or email, making payment collection smooth and hassle-free. Plus, gain access to professional contract and engagement letter templates to ensure secure payments for your services—giving you peace of mind while you focus on your clients!
PERFORMANCE
PERFORMANCE
Work Smarter, Not Harder: Track, Automate & Scale.
With TGP CRM, you can effortlessly track every lead’s journey through organized opportunities and pipelines. Our powerful automation workflows let you create seamless follow-up campaigns for leads, prospects, and clients—all from one centralized platform. Spend less time on tedious tasks and more time growing your business, whether it’s filing more returns or increasing sales!
SOCIAL PROOF
SOCIAL PROOF
Automate Your Social Media & Protect Your Reputation
With our powerful social planner, you can effortlessly draft, preview, and publish content instantly—or schedule it in advance—across Facebook, Instagram, LinkedIn, and Google. Take control of your online presence and drive growth with our reputation management system, allowing you to generate and respond to Google and Facebook reviews seamlessly. Plus, send review requests to clients with just one click and build trust effortlessly!
SUPPORT
SUPPORT
Training & 24/7 Support
Upon enrollment, you'll gain access to our exclusive video training portal, featuring step-by-step walkthroughs designed to help you and your team master the platform with ease.
Need assistance? Simply click the “Chat” window in the bottom left corner of the TGP CRM dashboard to instantly connect with our support team—available whenever you need help!
All-in-One Platform with
Industry-Leading Capabilities
7 Channel Automated Follow-Up
Automatically message leads
across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB Messenger, and Whatsapp.
AI Appointment Booking
Use TGP CRM AI
Tools to book appointments
for you so that you can
focus on what matters
the most: closing deals.
Auto Dialer + Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar or use the auto dialer to follow up with leads!
Tax CRM
Efficiently manage all your clients with our robust CRM! Organize them by engagement levels and customize services with tailored tax pipelines.
Mobile App
Close prospects on the go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Team Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
Text To Pay
Enable seamless and secure transactions by allowing clients to pay their invoices directly via text messages, enhancing convenience and accelerating your payment processing.
Auto Reminders
Gone are the days of missed consultation appointments! RightWay GO's automated reminders allow you to focus on what truly matters—closing deals.
Advanced Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.
Premium Add-Ons
AI Employee/Conversions
Automate lead nurturing and sales with AI-powered virtual employees. We set up smart bots that respond, follow up, and convert leads 24/7—no human needed. Want to see AI in action? Click below to apply.
Websites
Get a sleek, high-converting website tailored to your brand. From design to mobile responsiveness, we handle everything to get you online fast. Want a stunning website? Click below to apply.
Funnels
We build high-converting sales funnels to capture leads and drive sales. From lead magnets to checkout flows—fully customized for your business. Ready to boost conversions? Click below to apply.
Payment processing
Streamline your checkout experience with secure and seamless payment integrations. We help set up Stripe, PayPal, or custom processors. Need smooth payments? Click below to apply.
Webinars/BootCamp
Host high-impact webinars or bootcamps to attract, nurture, and convert leads. We handle the tech, structure, and follow-up flows. Want to launch your event? Click below to apply.
Digital Products
Sell eBooks, courses, templates, and more. We help you package, design, and deliver your digital products with automated fulfillment. Ready to monetize? Click below to apply.
Custom Pipelines
Track leads, deals, and tasks in a personalized CRM pipeline. We design your full customer journey inside your sales system. Need a pipeline that works? Click below to apply.
Custom WorkFlows
Automate your business with smart workflows—from lead responses to onboarding sequences. Save time and reduce manual tasks. Want to automate? Click below to apply.
Memberships & Courses
Launch a full membership site or course hub. We build gated content areas, drip schedules, quizzes, and more. Ready to go live? Click below to apply.
Ads Management
We run paid ads that convert—on Facebook, Instagram, Google, and more. Includes creatives, targeting, and optimization. Want more traffic? Click below to apply.
All-in-One Platform with
Industry-Leading Capabilities
7 Channel Automated Follow-Up
Automatically message leads
across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB Messenger, and Whatsapp.
AI Appointment Booking
Use TGP CRM AI
Tools to book appointments
for you so that you can
focus on what matters
the most: closing deals.
Auto Dialer + Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar or use the auto dialer to follow up with leads!
Tax CRM
Efficiently manage all your clients with our robust CRM! Organize them by engagement levels and customize services with tailored tax pipelines.
Mobile App
Close prospects on the go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Team Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
Text To Pay
Enable seamless and secure transactions by allowing clients to pay their invoices directly via text messages, enhancing convenience and accelerating your payment processing.
Auto Reminders
Gone are the days of missed consultation appointments! RightWay GO's automated reminders allow you to focus on what truly matters—closing deals.
Advanced Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.
Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
Starter
$97 / 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
- ✅ $35 Complimentary Usage Credits
Starter
$97 / 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
- ✅ $35 Complimentary Usage Credits
Premium
- ✅ Everything In Starter +
- ✅ Tax Preparation & Service Bureau Systems
- ✅ 3 Locations
- ✅ Unlimited Contacts & Users
- ✅ Memberships & Courses
- ✅ Communities
- ✅ All Reporting
- ✅ $65 Complimentary Usage Credits
Compare Our Plans
Explore transparent pricing options, feature breakdowns, and select the best value for your investment.
- 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
- All Reporting
- Memberships, Courses & Communities
- Unlimited Sub-Accounts
- Branded Desktop App
- Reseller Rights
- Brand Development
- Affiliate Management System
- Advanced API Access
- Dedicated Account Manager
- Unlimited Contacts & Users
- 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
- 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
- All Reporting
- Memberships, Courses & Communities
- Unlimited Sub-Accounts
- Branded Desktop App
- Reseller Rights
- Brand Development
- Affiliate Management System
- Advanced API Access
- Dedicated Account Manager
- Unlimited Contacts & Users
- 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
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 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 webhooks to automate between over 2000 other applications with ease.
