We Make it Easy For Business Owners
Revolutionize Your TaxPro Business with Our Cutting-Edge CRM: Unlock Effortless Marketing and Streamlined Hiring!
(without Cold Calling, chasing friends and family or looking like a Spammy Car Salesman!)
We Make it Easy For Business Owners
Revolutionize Your TaxPro Business with Our Cutting-Edge CRM: Unlock Effortless Marketing and Streamlined Hiring !
(Without Cold Calling, Chasing Friends And Family Or Looking Like A Spammy Car Salesman!)
WATCH THIS!
If You Build It, They Will Come!
931+
businesses
16.7K+
customers
5.3M+
leads
3.1M+
conversations
If You Build It, They Will Come!
931+
businesses
16.7K+
customers
5.3M+
leads
3.1M+
conversations
Dominate The Competition
Increase The Number of Lead Enquiries and Conversions
Save Time and Make It Easy For Your Staff to Communicate with Potential Clients or Business Partners!
Automate Hiring Process
Streamline Hiring with Automated Employee Applications
Welcome to a new era of hiring simplicity. As a tax preparer business, finding the right talent is crucial, but it doesn't have to be time-consuming. Our CRM empowers you to automate the entire employee application process, letting you focus on what truly matters – growing your business.
Automatic Client
Follow Up & Nurture
At TaxProsCRM, we proudly offer a variety of automation features that revolutionize lead nurturing. From generating automated messages and calls to creating dynamic sales processes with our drag-and-drop form builder, surveys, and funnels, we've got you covered. Watch as our automation effortlessly keeps your leads engaged and converts them into sales. Get ready for a whole new level of efficiency and effectiveness with TaxProsCRM. Trust us, you won't know how you ever managed without it (or maybe you will, but let's pretend it's all rainbows and unicorns).
Reputation Management
TaxProsCRM proudly offers a reputation management feature that simplifies the process of requesting and responding to reviews via email or SMS. With detailed analytics, businesses can monitor their Google My Business and Facebook reviews, and for US-based companies, integration with Yext enables access to reviews from other sources. Enhance your online reputation and foster stronger customer relationships with TaxProsCRM. We promise it'll be... interesting.
Custom Chat Widget
TaxProsCRM proudly presents a custom chat widget, the ultimate lead generation tool that doesn't require increasing ad spend. This widget seamlessly integrates with websites, offering live chat during office hours and automated responses for uninterrupted lead capture. Say goodbye to missed opportunities as the conversation effortlessly moves to SMS or email. Experience convenience and maximize lead potential with TaxProsCRM. It's like having a lead generation wizard by your side. Abracadabra!
Unlimited Funnels
& Landing Pages
Experience the unlimited possibilities with TaxProsCRM funnel builder. Choose from a wide range of templates or build from scratch to create captivating funnels and landing pages. Customize them effortlessly with the drag-and-drop editing tool and seamlessly integrate them into workflows and marketing campaigns. Elevate your marketing game and convert leads like a pro with TaxProsCRM. It's a must-have tool for unleashing your business's true potential. Trust us, you won't want to miss out (or maybe you will, but let's keep it our little secret).
Increase The Number of Lead Enquiries and Conversions
Save Time and Make It Easy For Your Staff to Communicate with Leads & Patients
Automate Hiring Process
Streamline Hiring with Automated Employee Applications
Welcome to a new era of hiring simplicity. As a tax preparer business, finding the right talent is crucial, but it doesn't have to be time-consuming. Our CRM empowers you to automate the entire employee application process, letting you focus on what truly matters – growing your business.
Automatic Client
Follow Up & Nurture
At TaxPros CRM, we proudly offer a variety of automation features that revolutionize lead nurturing. From generating automated messages and calls to creating dynamic sales processes with our drag-and-drop form builder, surveys, and funnels, we've got you covered. Watch as our automation effortlessly keeps your leads engaged and converts them into sales. Get ready for a whole new level of efficiency and effectiveness with TaxPros CRM. Trust us, you won't know how you ever managed without it (or maybe you will, but let's pretend it's all rainbows and unicorns).
Reputation Management
At TaxPros CRM proudly offers a reputation management feature that simplifies the process of requesting and responding to reviews via email or SMS. With detailed analytics, businesses can monitor their Google My Business and Facebook reviews, and for US-based companies, integration with Yext enables access to reviews from other sources. Enhance your online reputation and foster stronger customer relationships with TaxPros CRM. We promise it'll be... interesting .
Custom
Chat Widget
At TaxPros CRM proudly presents a custom chat widget, the ultimate lead generation tool that doesn't require increasing ad spend. This widget seamlessly integrates with websites, offering live chat during office hours and automated responses for uninterrupted lead capture. Say goodbye to missed opportunities as the conversation effortlessly moves to SMS or email. Experience convenience and maximize lead potential with TaxPros CRM. It's like having a lead generation wizard by your side. Abracadabra !
Unlimited Funnels
& Landing Pages
Experience the unlimited possibilities with TaxPros CRM. Choose from a wide range of templates or build from scratch to create captivating funnels and landing pages. Customize them effortlessly with the drag-and-drop editing tool and seamlessly integrate them into workflows and marketing campaigns. Elevate your marketing game and convert leads like a pro with TaxPros CRM. It's a must-have tool for unleashing your business's true potential. Trust us, you won't want to miss out (or maybe you will, but let's keep it our little secret).
plans for businesses of all sizes
Find the best plan for your business
Starter Package:
Ideal for those just starting out or seeking essential features
$
79
Per Month
Optional Pay For The Year $948
🔥 20% Discount $757 🔥
1 Custom Domain
Custom CRM System
General Missed Call Text Back
Limited 2 Way Text
Custom Calendar
Unlimited Funnels & Websites
Automated Appointment Booking
$10 Monthly TXT Credits
Free hosting
SSL certificate
BONUSES
Chat GPT Social Media Training
Social Media Masterclass
Private Facebook Group
Chat & Email support
(Self Onboard)
*$50 set up fee
MOST POPULAR!!!
Advanced Package:
Designed for growing tax practices and advanced needs
$
129
Per Month
Optional Pay For The Year $1548
🔥 20% Discount $1,249 🔥
Unlimited Custom Domains
Custom CRM System
General Missed Call Text Back
Limited 2 Way Text
Custom Calendar
Pre-Built Funnels
Pre-Built Website Template
Automated Appointment Booking
$25 Monthly TXT Credits
Free hosting
SSL certificate
PLUS...
Automated Follow Up Ai
Automated Hiring Process
Pre-Built Forms/Surveys
Lead Notification System
Text/Email Automation Lab
Social Media Planner [NEW]
Chat GPT Social Media Content Ai
Resource Center
Access to Power Dialer
Email & SMS Templates
Group Client Support
BONUSES
Chat GPT Social Media Training
Tax preparer White label course
Private Facebook Group
Chat & Email support
Weekly Group CRM Training
(Automated Onboard)
*$50 set up fee
Premium Package:
Tailored for established tax professionals and firms
$
397
Per Month
Optional Pay For The Year $4,764
🔥 20% Discount $3,900 🔥
Unlimited Custom Domains
Branded CRM System
Custom Missed Call Text Back
Advanced 2 Way Text
Custom Calendar
Pre-Built Funnels
Pre-Built Website Template
Automated Appointment Booking
$50 Monthly TXT Credits
Free hosting
SSL certificate
Automated Follow Up Ai
Lead Notification System
Text/Email Automation Lab
Social Media Planner [NEW]
Chat GPT Social Media Content Ai
Resource Center
Group Client Support
PLUS...
Group Calendar Set up
2 Day Lead Reactivation Campaign
7 Day Lead Follow Up System
Access to Power Dialer
Dedicated Campaign Manager
BONUSES
Tax preparer White label course
Chat GPT Social Media Training
Private Facebook Group
Chat, Email & Phone support
Email Swipe Files 😵
Facebook Swipe Files 😵
Pre-built Social Media Graphics 😵
(Personal 1-on-1 Onboard)
*$50 set up fee
Get These Amazing Benefits With Our
Done For You Marketing System
Lead Management
TaxProsCRM is an all-in-one platform for managing leads and communication.
Marketing Automation
Tools that help businesses create and manage campaigns, send emails, and more.
Website Chat
Customizable chat widget for lead generation on websites and web pages.
Text Reminders
Automated text message reminders for lead nurturing.
Facebook Integration
Connect directly with Facebook and manage all your Facebook ads and date.
Appointment Scheduling
Easy appointment scheduling based on client preferences
Review Request System
Allows businesses to manually or automatically send review requests to clients
Business Listings
Optimize your business listings across Google, Yelp, and other major directories
Contact Manager
Track and manage your leads and customers in one central location.
Multi-Channel Messaging
Send and receive messages across email, SMS, and social media.
Outbound Calling
Make and manage outbound calls from your computer.
Reporting Dashboard
Track your progress and measure the results of your marketing campaigns.
ONE TOOL TO RUN YOUR ENTIRE BUSINESS
Finally cancel all the other expensive tools you're overpaying for
Imagine how much you'll get done when you don't have to worry about the tech part, and you can just focus on serving your customers instead.
Not to mention how much money you're saving on monthly software subscriptions when you only have 1 fee of $97/m to run a business that can generate $10k-$100k/m+ and beyond.
Get your free account today and test it out for 30 days and experience the power yourself.
Get These Amazing Benefits With Our
Done For You Marketing System
Lead Management
TaxPro System Builder is an all-in-one platform for managing leads and communication.
Marketing Automation
Tools that help businesses create and manage campaigns, send emails, and more.
Website Chat
Customizable chat widget for lead generation on websites and web pages.
Text Reminders
Automated text message reminders for lead nurturing.
Facebook Integration
Connect directly with Facebook and manage all your Facebook ads and date.
Appointment Scheduling
Easy appointment scheduling based on client preferences
Review Request System
Allows businesses to manually or automatically send review requests to clients
Business Listings
Optimize your business listings across Google, Yelp, and other major directories
Contact Manager
Track and manage your leads and customers in one central location.
Multi-Channel Messaging
Send and receive messages across email, SMS, and social media.
Outbound Calling
Make and manage outbound calls from your computer.
Reporting Dashboard
what clients say about us
Working with the team at TaxPros CRM was an absolute delight. The entire process was incredibly smooth and efficient, thanks to their exceptional skills and attention to detail. They truly understood our needs and delivered an outstanding TaxPros CRM that surpassed our expectations.
Darcel Ballentine
Barone LLC.
Darcel Ballentine
Barone LLC.
Working with TaxPros CRM was an amazing experience. Their team made everything easy and straightforward. They understood our needs perfectly and delivered a high-quality TaxPros CRM that exceeded our expectations. We highly recommend their services!
Leatrice Handler
Acme Co.
Leatrice Handler
Acme Co.
what client say about us
Working with the team at Legacy System Builder was an absolute delight. The entire process was incredibly smooth and efficient, thanks to their exceptional skills and attention to detail. They truly understood our needs and delivered an outstanding legacy system that surpassed our expectations.
Darcel Ballentine
Barone LLC.
Working with Legacy System Builder was an amazing experience. Their team made everything easy and straightforward. They understood our needs perfectly and delivered a high-quality legacy system that exceeded our expectations. We highly recommend their services!
Leatrice Handler
Acme Co.
Frequently Asked Questions
Can I cancel at any time?
Yes, you can cancel your TaxPros subscription at any time. There is no cancellation fee.
Any other fees I need to pay?
No, there are no other fees associated with using TaxPros. Unless you want to run additional ads to gain more traffic to your product or services.
What type of help and support can I expect?
TaxPros offers 24/7 customer support via phone, email, and chat. You can also access a knowledge base of articles and tutorials.
Why do I need onboarding?
Onboarding is a process that helps you get started with TaxPros. It includes training on the software, setting up your account, and connecting with your team.
Is TaxPros CRM exclusively made for Taxpro?
No, TaxPros CRM is not exclusively made for Taxpros. It can be used by any type of sales professional, including real estate agents, mortgage brokers, and financial advisors.
Is TaxPros CRM a GA or IMO?
TaxPros is neither a GA nor an IMO. It is a software company that provides a platform for sales professionals to manage their leads, customers, and marketing campaigns.
Is TaxPros CRM a contractor or distributor?
TaxPros is a contractor. It partners with businesses to provide its software to their agents.
Does TaxPros CRM take an commissions?
No, TaxPros does not take commissions. It is a subscription-based service.
Contact us if you need help!