Get full access to the world’s most powerful marketing and automation engine. Pre-configured for tax pros, fully white-labeled for your brand. Stop paying for 10 different tools consolidate and dominate under TGP.
Unified Inbox: Manage SMS, Email, WhatsApp, and Facebook messages in one place. No more missed client docs.
Automated Tax Funnels: Pre-built landing pages designed to convert "Tax Resolution" and "High-Value Prep" leads.
Calendar & Appointment Pro: Automated booking with SMS reminders to eliminate no shows during peak season.
Pipeline Management: Drag-and-drop tracking to see exactly where every return stands from "Onboarding" to "E-Filed."
Secure Document Intake: Use custom forms to collect sensitive financial data directly into the CRM.

Build your CRM your way
Customize workflows to match your tax process
Use your own logo, brand colors, and domain
Create assets that you fully own
Scale without system limitations

✔Your own branded domain
✔ White-label capability
✔ Custom workflows & automations
✔ Pipeline & opportunity management
✔ Website & funnel builder
✔ Email & SMS campaigns
✔ Membership & course hosting
✔ Reporting & analytics
✔ Calendar & booking system