The Instant Bridge Between Your Offline Marketing and Your Digital Funnel
Make Your Practice "Scannable." In a mobile-first world, your clients shouldn't have to type in long URLs or search for your phone number. Whether they are looking at a flyer in a coffee shop, a business card in their wallet, or a sign in your office lobby, a single scan should put them directly into your workflow.
With TGP CRM, QR codes aren't just images—they are entry points to your entire automation engine.
Key Features
Total Control. Zero Guesswork.
The "Check-In" Station
Place a QR code at your front desk. When clients scan it, they are sent to a digital check-in form that automatically alerts your team and updates their status in the CRM.
Actionable Direct Mail
Put a QR code on your postcards or flyers. Instead of just reading about your services, clients scan to "Instantly Claim a $50 Tax Prep Discount" or "Book a 15-Minute Discovery Call."
The Digital Business Card
Never run out of cards again. Show a QR code on your phone that instantly saves your contact info to their device and sends them a "Nice to meet you" text automatically.
Secure Document Uploads
Send a physical letter with a QR code that takes the client directly to their secure, private portal to upload W-2s and 1099s.
Strategic Use Cases for Tax Pros
Dynamic Linking: Change the destination of your QR code without reprinting your marketing materials. If your promotion ends, simply update the link in the TGP dashboard.
Trackable Analytics: See exactly which flyers or locations are generating the most scans. Know your ROI on physical marketing just like you do with digital ads.
Branded Experience: Create custom QR codes that include your firm's colors or logo, maintaining a professional look across all touchpoints.
Instant Triggering: Every scan can be tied to a Workflow. For example: Scan QR $\rightarrow$ Tags Lead as "Flyer Lead" $\rightarrow$ Sends Automated Welcome SMS.
Why It Works
Remove Friction, Increase Conversion. The harder you make it for a lead to contact you, the more likely they are to go to a competitor. QR codes remove the friction of:
Misspelling your website address.
Procrastinating because they "don't have time to call."
Losing your physical business card.