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.