Stop Chasing Documents. Start Scaling Your Firm.

The All-In-One CRM Built Specifically for the Modern Tax Strategist.

Ditch the messy spreadsheets and fragmented email threads. Get the "Tax Business Automator" CRM—the engine designed to centralize your client data, automate your follow-ups, and give you back 10+ hours of billable time every week.

Why Use The TGP CRM Access?

Stop letting leads slip through the cracks of a cluttered inbox. This platform helps you manage your entire firm from ONE CENTRAL HUB—AUTOMATICALLY.

Centralize

Client Data

Automate Repetitive

Tasks

Streamline Document

Intake

Track Your Pipeline

Revenue

A CRM Built For Growth

That Converts

  • Unified Communications Hub: View every SMS, email, and DM in one single thread so you never lose the context of a client conversation.

  • Automated Appointment Scheduling: Let prospects book directly into your calendar with automated reminders to reduce no-shows.

  • Smart Pipeline Management: Drag and drop your tax files and prospects through custom stages, from "Lead" to "Filing Complete."

  • Secure Document Collection: Create automated workflows that nudge clients for their W2s and 1099s until the folder is full.

TAX GROUP PROS

Atlanta, Georgia