Put Your Tax Firm on Autopilot.
Put Your Tax Practice on Autopilot. Automate the Tedious, Scalable the Meaningful.
Use Cases for Tax Professionals
Stop Trading Your Time for Administrative Tasks. Join the tax pros who have reclaimed 70% of their practice time through TGP CRM.
How It Works
The Trigger: A client takes an action—like booking a consultation on your TGP Calendar or paying an invoice.
The Workflow: Our system recognizes the event and immediately executes your pre-set instructions (e.g., sends a confirmation, tags the contact, and notifies your team).
The Result: Your client receives an instant, professional response, and your "Opportunities" board stays updated in real-time.
The Problem
Is Manual Labor Stalling Your Firm’s Growth? In the heat of tax season, every minute spent manually following up on documents, scheduling appointments, or sending "thank you" emails is a minute lost on high-value billable work.
The Bottleneck: Human error in data entry and missed follow-ups.
The Burnout: Managing hundreds of clients through spreadsheets and memory.
The Cost: Potential clients slip through the cracks when you don't respond fast enough.
Our Solution
Smart Automations Designed "By Tax Pros, For Tax Pros" At Tax Business Automator, our Workflows & Triggers act as your 24/7 digital assistant. We’ve built the logic so you don't have to, ensuring your business stays responsive even when you’re asleep or buried in a complex return.
Event-Based Triggers: Instantly trigger actions (SMS, Email, or Task creation) the moment a lead submits a form or a client uploads a document.
Keyword Engagement Workflows: Set up specific keywords (e.g., "TAXHELP") that automatically kick off an onboarding sequence or booking bot when texted to your business line.
Multi-Channel Nurturing: Create "If/Then" paths that send an email first, and if not opened within 24 hours, follow up with a personalized SMS.
Status Tracking: Automatically move clients through your pipeline stages—from "Lead" to "Document Received" to "Ready for Review"—without lifting a finger.