The #1 CRM for Tax Professionals


Unlock More Productivity with our Automated All-in-one CRM for Tax Professionals

TRuth Automations-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

  • Automatic Call Record

  • and More!

Communication is Key

Your CRM makes communicating with your clients a breeze.

  • Client Portal

  • 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 Automation

Tax CRM-Lite

Limited Access to CRM

$197 to Setup

$67 monthly

Launch Price Available for a limited time-Regular Price is $197 to setup and $97 monthly

Prices Subject to Change

Pay as you go sms, email and phone calls

  • 2 Way Text & Email Conversation

  • Pre-built Tax Workflow Automation

  • Forms and Surveys

  • Client Portal

  • Sales Pipeline and CRM

  • Pre-built Emails and Templates

  • 6 Months of Nurturing Emails

Tax CRM-Pro

Full Access to CRM

$197 to Setup

$97 monthly

Launch Price Available for a limited time- Regular Price is $197 setup and $127 monthly

Prices Subject to Change

pay as you go sms, email and phone calls

  • Everything Included in Lite Plan

  • Website and Funnel Builder

  • Courses/Products

  • Booking & Appointments

  • Email Marketing and Campaigns

  • Workflow Automations

  • and more!

Watch A Overview Demo of Our CRM!

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