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About Tax Titan CRM
Tax Titan CRM is a comprehensive customer relationship management software designed specifically for the tax industry. Our software is built to streamline your tax preparation process and improve your customer engagement, making it easier for you to grow your business. Our team of tax professionals and software developers have combined their knowledge and expertise to create a user-friendly and efficient CRM system that caters to your specific needs. With Tax Titan CRM, you'll have access to powerful tools that will help you manage your clients, communications, and appointments in one central location.
Onboarding Portal and System
Our onboarding portal makes it easy to add new clients to your system. You can quickly gather necessary information and documents to prepare their taxes, and all of their information will be saved in one secure location for easy access.
Mass Communication Feature for SMS and Email
Stay in touch with your clients easily with our mass communication feature. You can send out text messages and emails to all of your clients at once, or you can segment your list and send messages to specific groups.
Calendar System:
Our calendar system helps you stay organized by providing you with a complete view of all of your appointments and tasks. You can easily schedule appointments, set reminders, and even assign tasks to team members.
Tax Return Review and Client Messaging Feature
With Tax Titan CRM, you can easily review tax returns and communicate with clients about any necessary changes or updates. You can also send secure messages to your clients directly through the system.
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