BUSINESS SOLUTIONS FOR TAX PROFESSIONALS
YOUR SOFTWARE FILES THE RETURN. WHO'S RUNNING THE BUSINESS?
Tax software gets returns done. TaxPro HQ Business Solutions help you win clients, keep them coming back, and handle the follow-up in between, so your office grows all year, not just in tax season.
WHERE TAX BUSINESSES LEAK MONEY
LEADS THAT GO COLD
Someone asks about your services, and by the time you call back, they've booked somewhere else.
CLIENTS WHO DON'T COME BACK
You did great work last season, but nobody reminded them to return.
REFERRALS LEFT TO CHANCE
Happy clients would send you people. You just never gave them a reason or a way.
HOURS LOST TO ADMIN
Appointment reminders, follow-ups, and document requests, all done by hand.
MARKETING ONLY IN JANUARY
Your business goes quiet for eight months, then you scramble for clients every season.
Every leak has a fix. Here's how we plug them.
SOLUTION 01 · PLUGS LEAKS 1, 2 & 4
CRM & BUSINESS AUTOMATION
A CRM built for tax offices that runs your client journey for you, from first inquiry to next season's return.
READY ON DAY ONE
Comes installed with our tax office setup: pipelines, workflows, and templates built for tax businesses.
24/7 CRM SUPPORT
Help is available around the clock, not just during business hours.
WIN CLIENTS
- Lead Management
- Pipeline Management
- Marketing Campaigns
SERVE CLIENTS
- Email & SMS Communication
- Appointment Scheduling
- Document Management
- Client Relationship Management
RUN THE OFFICE
- Automated Workflows
- Task Automation
- Team Collaboration
- Reporting & Analytics
SOLUTION 02 · PLUGS LEAK 3
TURN HAPPY CLIENTS INTO YOUR BEST MARKETING TEAM
Word of mouth is the strongest marketing a tax office has. Now it runs on autopilot.
- 1
A client shares their referral link
- 2
Their referral becomes your client
- 3
The reward is tracked and paid automatically
- Custom rewards
- Automated tracking
- Text notifications
- ACH and check payouts
- Performance reporting
- Multi-office support
- Built-in CRM connection
AN EXPERIENCE CLIENTS WANT TO COME BACK TO
Clients judge your office by how easy you are to work with. Give them a modern, secure experience from their phone.
CLIENT PORTAL
One secure place for clients to upload documents and check their status.
ELECTRONIC SIGNATURES
Clients sign from anywhere, with no extra trip to your office.
SECURE DOCUMENT STORAGE
Tax documents organized, protected, and easy to find.
MOBILE CLIENT EXPERIENCE
Everything your clients need, right from their phone.
YOU'RE NEVER FIGURING IT OUT ALONE
The tools only work if you know how to use them, and you have people to turn to when you're stuck.
TAX SOFTWARE TRAINING
Learn your software inside and out before the season hits.
TAX TRAINING & EDUCATION
Keep your skills sharp and your office compliant.
TEAM RESOURCES
Get your preparers up to speed faster.
MENTORSHIP
Guidance that goes beyond your software login.
TAXPRO HQ COMMUNITY
Connect with other tax pros, share wins, and get answers.
DEDICATED SUPPORT TEAM
Real people helping you all season and beyond.
24/7 CRM SUPPORT
Around-the-clock help with your CRM, any day, any hour.
FROM FIRST CALL TO CLIENT FOR LIFE
Here's how each tool takes a client from first inquiry to coming back every season.
- 1
NEW LEAD
CRM captures it
- 2
BOOKED
Scheduling & reminders
- 3
DOCUMENTS IN
Client portal & e-signatures
- 4
RETURN FILED
Your tax software
- 5
REFERRAL
Referral program
- 6
RETURNING CLIENT
Automated follow-up
WHAT THE CRM COSTS YOU
ERO PLANS
INCLUDEDNo monthly fee
- CRM included with your ERO plan
- Pay only for usage
- Installed with our tax office setup
- 24/7 CRM support
SERVICE BUREAU PLANS
$19.97per month + usage
- CRM for your Service Bureau
- Installed with our tax office setup
- 24/7 CRM support
CRM ONLY
$49per month
- No tax software purchase required
- Works with any tax software
- Available through Trillionlytics Agency
Usage covers activity sent through the CRM, such as text messages, emails, calls, and AI features.
BUILT FOR EVERY STAGE
LET'S CLEAR THINGS UP
Does the CRM connect to my tax software?
No. The CRM runs alongside your tax software, not inside it. It manages your leads, clients, communication, and follow-up, while your tax software handles the returns. That also means it works no matter which tax software you use.
Is the CRM really included?
Yes, on ERO plans. There's no monthly fee, and you only pay for usage.
Can I get the CRM without buying tax software?
Yes. The CRM is available on its own for $49/month through Trillionlytics Agency.
Do I have to build it myself?
No. It comes installed with our tax office setup, so your pipelines, workflows, and templates are ready to go.
What does "usage" mean?
Usage covers the activity you send through the CRM, like texts, emails, calls, and AI features, so you only pay for what you use.
What if I need help with the CRM?
CRM support is available 24/7. For your tax software and business questions, our support team, training, and the TaxPro HQ Community have you covered.
READY TO STOP THE LEAKS?
STOP LEAKING CLIENTS. START BUILDING A BUSINESS THAT GROWS ALL YEAR.
Let's look at where your office is losing time and clients, and how to fix it.
Automate. Connect. Scale.