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:
TAx Experience
3 MONTHS FOR FREE
Streamline Your Tax Practice with Powerful Tools
✓ Social Planner
Easily schedule and manage your social media posts for consistent online presence.
✓ Automated DMs
Send personalized direct messages automatically to engage your audience.
✓ Keyword Engagement Workflow
Set up workflows that respond to specific keywords to enhance customer interaction
✓ Contact Management
Organize and manage your contacts efficiently for better communication and follow-ups.
✓ Your Own Calendar
Customize and manage your appointments and deadlines in one convenient place.
✓ Facebook Messenger
Chat with your clients on Facebook Messenger right inside GoHighLevel. All your messages stay in one place, so it’s easy to reply and keep track of every conversation.
✓ CRM Access
Keep track of all customer information in one place, helping you to understand client needs and boost sales.
✓ Forms Builder
Create simple, customizable forms to collect client information, feedback, or inquiries, making data collection easier.
✓ Opportunities/Pipelines
Manage and track your sales leads effectively, helping you to identify potential clients and improve conversion rates.
✓ Workflows & Triggers
Automate repetitive tasks and set up instant actions based on specific events, saving time and helping you respond faster while focusing on growing your business.
✓ QR Codes
Generate QR codes that link to your services or promotions, making it easy for clients to access information.
TAXERO
Premium
For Ambitious Firms Ready to Scale Without Limits
✓ Everything in TaxPro
Get everything in TaxPro, plus AI Agents, Digital Presence That Hits Different, Premium Support and Content, Team Building Funnel, Software Funnel, Affiliate Funnel, Webinar Funnel, Coaching Funnel, and 3 Day Challenge Funnel.
✓ AI Agents
AI employees handling your calls and emails, AI assistants for SMS/social/web.
*additional investment required
✓ Digital Presence That Hits Different
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.
✓ Team Building Funnel
A guided funnel designed to help you attract, onboard, and grow a strong, productive team for your business.
✓ Software Funnel
A step-by-step sales funnel showcasing your software’s features, benefits, and value — optimized for conversions.
✓ Affiliate Funnel
A marketing funnel tailored to recruit and activate affiliates, driving growth through performance-based partnerships.
✓ Webinar Funnel
A funnel that attracts people to watch your webinars and turns them into customers.
✓ Coaching Funnel
A funnel that helps potential clients learn about your coaching services and encourages them to sign up.
✓ 3 Day Challenge Funnel
A fun, short challenge that engages participants and helps turn them into loyal customers.
✓ GoKollab
Create and manage online communities and courses, promote your content, and connect with a wider audience—all in one platform.
✓ Quizzes & Certificates
Create fun quizzes to engage your audience, gather insights, and award certificates for completed courses or achievements.
✓ Communities
Create and grow engaging communities where clients can connect, share ideas, and get support.
✓ Blog
Publish valuable content and insights to educate, inspire, and build lasting trust with your audience.
✓ Launchpad
A step-by-step setup guide for CRM sub-account owners, helping you quickly connect tools, complete key setup tasks, and start using TGP CRM with ease.
TAXPRO
standard
Solve Your Operational Headaches and Boost Your Efficiency Instantly
✓ Full Access to the GoHighLevel CRM System under TGP
Allowing you to customize and use the CRM tools with your own brand.
✓ 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.
✓ Weekly Email Tax Tips
A curated email series delivering practical tax-saving strategies and updates straight to your inbox each week.
✓ Weekly SMS Tax Tips
Bite-sized tax tips sent weekly via SMS. Quick, actionable insights to help you stay financially smart.
✓ 2 Way Text and Email Conversation
Engage with clients through two-way text and email for seamless communication.
✓ Reputation Management
Manage all your billing in one place. Create invoices, send payment links, track transactions, and get paid faster.
✓ Missed Call Text Back
Manage all your billing in one place. Create invoices, send payment links, track transactions, and get paid faster.
✓ Payment Management
Manage all your billing in one place. Create invoices, send payment links, track transactions, and get paid faster.
✓ Website & Funnels
Build a professional website and high-converting sales funnels to showcase your services, attract clients, and guide them smoothly through their purchasing journey.
✓ Membership
Offer exclusive membership options for added value to clients.
✓ Campaigns & Email Marketing
Run targeted marketing and email campaigns to engage your audience, build connections, and drive more conversions.
✓ Documents & Contracts
Generate and manage important documents and contracts easily.
✓ Surveys
Generate and manage important documents and contracts easily.
✓ Affiliate Manager
Easily manage your affiliate programs and track their success.
✓ Web Chat
Provide live chat support for improved customer service.
✓ All Reporting
Collect valuable feedback from clients to improve your services.
SUPER SERVICE BUREAU
unilimited
Unleash the Full Potential of Your Firm
✓ Everything in TaxERO,
Get everything in TaxERO, including tax software, advanced automation features, and the tools you need to grow and build your business!
✓ Tax Software Included
A step-by-step sales funnel showcasing your software’s features, benefits, and value — optimized for conversions.
✓ Next-Level Automation
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
Get More Things Done
While You Work On What Matters The Most
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:
Are there any additional costs on top of the plan price?
Our plan pricing is designed to be straightforward, covering all platform features listed for each tier.
However, certain services are billed based on your actual consumption.
This "pay-as-you-go" model ensures you only ever pay for what you use.
These usage-based fees can apply to:
- SMS Messages: A small fee per text message segment sent or received and A2P submissions.
- Emails: A minimal cost based on the volume of emails you send.
- Phone Calls: A per-minute rate for any inbound or outbound calls made through the system.
- AI Usage: Fees based on the amount of content generated or tasks performed by our AI tools.
- Other Usage Fees that may applied.
You can easily monitor your usage and any associated costs in real-time directly from your account dashboard.
What kind of support do you provide?
We offer 24/7 email, chat, SMS and WhatsApp 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 for free 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?
Access to sensitive data is tightly controlled and limited to authorized personnel for essential functions only, protecting it from both internal and external risks.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
TAX GROUP PROS
Atlanta, Georgia
Privacy Policy
This site or service is not a part of the Facebook website or Facebook Inc.
Additionally, this site is not endorsed by Facebook in any way. Facebook is a trademark of Facebook, Inc.
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.