Stop Building from Scratch. Inherit a Proven System That Scales
Why settle for just tools when you can have a complete, automated tax firm in a box? With the TaxERO Premium plan, you get everything in TaxPro—plus the elite AI and funnel architecture used by the top 1% of tax professionals.
Full Access to the GoHighLevel CRM under TGP
Don't just use a CRM; own your brand. Customize every inch of the platform to look, feel, and act like your proprietary office software.
Get Your Systems Right" Onboarding
We handle the technical heavy lifting. From A2P SMS setup and IVR phone routing to your calendar configuration, we ensure your "digital doors" are open and functional from day one.
Content That Converts
Stop staring at a blank screen. Get instant access to custom email and SMS sequences, high-converting flyers, and AI-generated videos designed specifically for the tax industry.
Weekly Tax Tips (Email & SMS)
Stay top-of-mind all year round—not just during tax season. We provide curated, actionable tax-saving strategies sent automatically to your clients every week to build long-term authority.
But We Didn't Stop at Just the CRM
When you move to TaxERO, you aren't just getting the "Standard" setup. You are unlocking the TaxERO Premium Power Suite, designed for ambitious firms ready to scale without limits.
Everything in TaxPro: You get every automation, every template, and every workflow included in our standard tier.
AI Agents: Your new 24/7 workforce. AI employees that handle your inbound calls and assistants that manage your SMS and social media web chats.
A "Digital Presence That Hits Different": Professional agency websites and landing pages that don't just look good—they convert visitors into high-paying tax clients.
This is more than a plan; it’s your roadmap to a service bureau empire. We provide the funnels for webinars, coaching, and team building so you can focus on leading, not clicking
Funnel Types
Coaching Funnel
Guides potential clients from awareness to booking a coaching session or program.
3 Day Challenge Funnel
Engages leads with a short, high-value challenge to build trust and drive conversions.
Webinar Funnel
Registers participants, delivers a webinar, and converts attendees into buyers.
Team Recruitment Funnel
Attracts and qualifies candidates for your team or business opportunity.
Tax Software Funnel
Educates leads about tax software solutions and drives them to sign up or purchase.
Ready to solve your operational headaches and boost your efficiency instantly?
