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.
Real-time revenue
visibility
Track every lead from
click to close
Know your pipeline
value instantly
Never miss a follow-up
date again
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.