Stop Losing Clients in the Cracks of Your Inbox.
Gain 100% visibility into your revenue. From initial lead to filed return, manage every stage of your tax firm’s growth with our Automated Opportunity Pipeline.
Key Features
Total Control. Zero Guesswork.
Total Control. Zero Guesswork.
Pipeline Health Dashboard: View your total projected revenue at a glance. Know your numbers before the month even starts.
Multi-Channel Communication: Text or email a prospect directly from the Opportunity card. Keep the entire conversation history in one place.
Dead Deal Recovery: Automatically move "ghosted" leads into a long-term nurture sequence to win them back 6 months later.
Team Accountability: Assign specific opportunities to team members and track their closing rates in real-time.
The Problem
Does your firm feel like a black hole for leads? You know you’re getting inquiries, but tracking them feels like a second job.
The Spreadsheet Nightmare: Manually updating lead status in a tracker that’s never current.
The Follow-up Failure: Great prospects slipping away because you forgot to send that "second nudge."
The Revenue Mystery: Having no idea exactly how much money is sitting in your "pending" list.
The Solution
A High-Definition View of Your Firm’s Future Revenue. Our Opportunities Pipeline isn't just a digital To-Do list—it’s a visual growth engine. Drag, drop, and automate your way to a more profitable tax season.
Visual Kanban Boards: See exactly where every prospect stands—from "Lead In" to "Engagement Signed" to "Paid."
Automated Lead Scoring: Identify your "High-Value" tax clients instantly so your team knows who to call first.
Smart Stage Triggers: When you move an opportunity to "Contract Sent," TGP automatically sends the follow-up email and SMS. No manual work required.
The Old Way
Guessing how many leads you have.
Losing leads because of slow response.
Manually typing the same follow-up.
Reactive "firefighting" during tax season.
The TGP Way
Exact dollar amounts for every stage.
Instant AI-auto-replies that book meetings.
Automated sequences that never sleep.
Proactive, predictable growth.
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.