The #1 CRM for Tax Professionals


The Ultimate Solution for Tax Professionals: Prebuilt Pipelines, Automation, and More!

Save Time & Money by Automating Your Business!


Turbocharge Your Tax Practice with TRuth Automations

Streamlined. Automated. Effortless.


  • Prebuilt Pipelines

  • Automation

  • Built-in Calendars

  • Premade Text and Email Sequences

  • Automated Client Onboarding

  • Forms and Surveys

  • Template Website and Consultation Funnel

  • Built-in Phone

  • Email Marketing Platform

  • Social Media Management

  • Import Existing Clients

  • Proposal and Estimates

  • Invoices and more!

TRuth Automations CRM-Tax is Everything Your Tax Firm Needs

An all-in-one CRM that will help streamline tax season and enables tax professionals to make the most of their time and money with Systems and Automation.

No need for multiple Tools or Softwares with TRuth Automations All-in-one CRM.

Unlimited Forms and Surveys

We have prebuilt intake forms for individual and business tax clients. But you can also create your own.

Pre-built Sales Pipeline and Workflow Automation


Our tax workflow automation is developed to facilitate a smoother and more efficient client experience.

Website, Funnels and Landing Pages

This all in one CRM comes with a website and funnel builder.

Save Money and Time!


Owning and managing a business is an incredibly demanding and expensive task. However, with TRuth Automations, you have the tools to successfully run your company without the hassle of multiple platforms or hefty fees. Everything is conveniently located in one place.

Full Access to our CRM Includes:

  • Funnels, Websites and Landing Pages

  • Pipelines and Lead Management

  • Bookings and Appointments

  • Email Marketing and Campaigns (6 Months of Nurturing Emails)

  • Custom Tax Flow Automations

  • 2-Way SMS & MMS Messaging

  • Outbound Calls

  • Inbound Calls

  • Membership Portal

  • Automatic Call Record

  • and More!

Communication is Key

Your CRM makes communicating with your clients a breeze.

  • Your Own Community

  • Email Marketing

  • Two way communication

  • Chat Widget

  • Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger

Fully Automated Booking

Build out unlimited Calendars for each member of your team.

  • Group Calendars

  • Individual Calendars

  • Round Robin for Team Members

  • Zoom Integration

  • Sync with Google Calendars

Great Success with Systems and Done-For-You Automation

TRuth Automations Tax CRM

Full Access to all CRM Features

$128 to Setup

$127 monthly

7-business day turnaround for the CRM buildout

Prices Subject to Change

pay as you go sms, email and phone calls not included in monthly cost


  • 2 Way Text & Email Conversation

  • Pre-built Tax Workflow Automation

  • Automated Client Onboarding

  • Forms & Surveys

  • Sales Pipeline and CRM

  • Pre-built Emails and Templates

  • 6 Months of Nurturing Emails

  • Website and Funnel Builder

  • Courses/Products

  • Booking & Appointments

  • Email Marketing and Campaigns

  • Workflow Automations

  • and more!

TRuth Automations

TRuth Automations Demo Call

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