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 a CRM System

Unlimited Actions (one at a time) :

  • Action#1: Request us to enable you to send SMS automatically (A2P).

  • Action#2: Request us to upload your leads.

  • Action#3: Request us to Create and /or Send a Single Email / SMS

  • Action#4: Request to Create and /or Send Email / SMS Sequence

  • Action#5: Request to put prospects into a Visual Interface / Manage Contacts

  • Action#6: Request us to make you a Flyer.

  • Action#7: Request us to

    create / configure your IVR Phone System ( Call Routing )

  • Action#8: Request to create/edit your calendars

  • Action#9: Request us to manage your Weekly Tax Tips via SMS/Email

  • Action#10: Request to set a KeyWord Automation (via SMS / Social Media)

  • Action#11: Request us to make an AI video.

  • Action#12: Register for the Weekly Group Call

  • Action#13: Create QR code

TAXERO

Premium

$2,997/year

For Ambitious Firms Ready to Scale Without Limits

  • Everything in TaxPro, plus:


Additional Unlimited Actions

(one at a time):

  • Action#20: Request us to create/manage an AI Assitant (SMS, Social Media, Website).

  • Action#21: Request us to schedule a Social Media Post

  • Action#22: Request us to Schedule/Social Media Posts

  • Action#23: Request to Make your Agency Website

  • Action#24: Request to Make a Landing Page

  • Action#25: Request us to Export your contacts / group of contacts

  • Action#26: Request us a Monthly One-on-One Support Call

  • Action#27: Request an AI mini-ebook (Fully Branded)

  • Action#28: Request an AI mini audio podcast (Fully Branded)

SUPER SERVICE BUREAU

unilimited

$4,995/year

Unleash the Full Potential of Your Firm

  • Everything in TaxERO, plus:

    Additional Unlimited Actions

    (one at a time):

  • Action#40: Manage an AI Employee (attend Calls, responds emails).

  • Action#41: Request us to create an Automation for you.

  • Action#42: Request us to create a Membership Site.

  • Action#43: Request us to create a Membership Site Course.

  • Action#44: Request us to create a Community Platform.

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.

Ready to Overcome Operational Frustrations and Scale Your Tax Business?

Stop leaving money on the table. Discover how TGP CRM’s unique, specialized automation will drive your business growth to unprecedented heights.

Select Your Package Below and Experience Immediate Results!

With over a decade in the tax preparation, space create a multiple six figure tax businesses operating tax business service, Bureau, and educating hundreds of members of my community. This experience has led me to multiple stages to speak on how taxes can be leverage for small businesses and introducing Taxes to middle school and high school students as they enter, the workforce. I received multiple awards from the encouragement award from The Gathering Spot, the Titan award from the black tax fest, Presidential service award from the White House, Community impact award from the Greater Georgia Black Chamber of Commerce, Volunteer of the year award from future successors, And being hosted on multiple podcast to share my experiences and journey. In addition, operating my own nonprofit organization in which we bring CEOs together for a competitive gathering while sharing information amongst the community.

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 document 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. The intuitive interface has minimized tedious tasks and improved our workflow, directly contributing to increased income and client satisfaction. 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. Rashad Williams, founder of TGP CRM, leverages over a decade of industry expertise, multiple industry awards, and proven track records to deliver extraordinary outcomes.

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.

Copyright 2025 TGP CRM