Stop Chasing Payments. Start Scaling Your Firm.
Manage all your billing in one place. Create professional invoices, send instant payment links, and track every transaction in real-time.
Smart Invoicing: Generate professional, branded invoices in seconds. Set up recurring billing for long-term clients.
Instant Payment Links: Text or email a secure link to your clients. Accept credit cards, ACH, and digital wallets instantly.
Live Transaction Tracking: A dedicated pipeline to see who has viewed, paid, or missed an invoice. No more manual spreadsheets.
Automated Reminders: Let the CRM do the awkward work. Automatically nudge clients when a payment is due or overdue.
Why It Matters?
Get Paid 3x Faster: By removing friction and offering mobile-friendly payment links.
Professionalism: Every touchpoint looks like a Fortune 500 company, building trust with your tax clients.
Integrated Accounting: All data flows directly into your CRM records, making tax season easier for you too.
Ready to automate your cash flow?
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.