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!
