Unlock More Productivity with our Automated All-in-one CRM for Tax Professionals
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.
We have prebuilt intake forms for individual and business tax clients. But you can also create your own.
Our tax workflow automation is developed to facilitate a smoother and more efficient client experience.
This all in one CRM comes with a website and funnel builder.
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!
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
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
Full Access to CRM
$127 monthly
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
Forms & Surveys
Client Portal
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!
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