FEATURES THAT MAKE SELLING EASIER
Tax Titan CRM offers everything you need to increase leads, accelerate sales, and measure sales performance.
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.
Lead Management
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.
Client Management
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.
Marketing And Automation
Get real-time insights about your customers, connect with them across channels, and build strong relationships.
Hiring And Onboarding
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much.
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.
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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