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.
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
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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.