TGP CRM
The All-In-One CRM Built by Tax Pros, for Tax Pros.

Stop losing clients to competitors who respond faster while you’re buried in manual processes and outdated systems that can’t keep up with today’s digital demands.

Development
0%
Marketing
0%
Design
0%
We’re on a mission to put a computer on every desk
At Tax Group Pros, our mission is to make cutting-edge technology accessible to every business. We believe that by integrating AI and smart automation, we can empower businesses to work smarter, not harder. Our innovative solutions are designed to streamline processes, enhance productivity, and drive growth. We’re dedicated to ensuring that every business, no matter the size, has the tools to succeed in a digital world.
0

YEARS

0

DEVELOPERS

0

CUSTOMERS

0

PROJECT

STATISTIC
Consumer insights. Market innovation.
Unlock valuable consumer insights to stay ahead of market trends. Drive innovation with data-driven strategies that enhance your products and services for better market positioning.

Project Done

Problem Solved

Growth Revenue

Services
ai-automations

AI Sales Automation

Streamline your sales process with AI-driven automation. Increase efficiency, reduce human error, and close more deals faster with our intelligent sales solutions.
tax crm

Smart Tax CRM

Manage your client relationships seamlessly with our AI-powered CRM for tax professionals. Enhance communication, track progress, and boost client satisfaction effortlessly.
performance tools

Team Performance Tools

Empower your team with smart performance tools that track progress, set goals, and provide real-time feedback. Maximize productivity and ensure your team stays on target.
payment

Payment Processing

Simplify transactions with secure, efficient payment processing solutions. Provide your clients with seamless payment experiences and ensure timely payments.
website funnel builder

Funnel & Website Builder

Build high-converting funnels and websites with ease. Our drag-and-drop tools help you create stunning, effective digital platforms that drive sales and engage visitors.
2

Digital Product Platform

Create and sell digital products effortlessly with our platform. From course creation to downloadable content, manage and monetize your digital assets with ease.

Social Planner

Stop logging into five different apps to stay relevant. Our integrated Social Planner allows you to create, schedule, and track your content across every major platform from a single, centralized dashboard.

Advanced Analytics

Make data-driven decisions with our advanced analytics platform. Gain valuable insights into your business performance and track key metrics to drive success.

AI Appointment Scheduling

Never miss an appointment again with AI-powered scheduling tools. Automate bookings, reduce no-shows, and provide a seamless scheduling experience for your clients.
tax-tour-logo
2026 The Tax Tour

We’re hitting the road to bring high-level tax strategy and automation to your doorstep.

The Tax Tour is more than just a Event—it’s a hands-on experience designed to help you streamline your practice, master new tax laws, and connect with a community of forward-thinking professionals. Whether we’re meeting at the Latino Tax Fest or the Black Tax Fest, our goal is to give you the tools to grow.

WHY BUSINESS CHOOSE US

Jumpstart your business

Kickstart your business growth with innovative tools and AI solutions designed to streamline operations and maximize efficiency.

We're Loyal

We build lasting relationships by delivering reliable, top-quality solutions that your business can count on every step of the way.

We're helpful

Our team is dedicated to providing expert guidance and support, ensuring your business has the tools and resources it needs to succeed.

We're Flexible

We adapt our solutions to fit your unique business needs, offering customizable tools and services that grow with you.

Tax Experience
3 MONTHS FOR FREE

Streamline Your Tax Practice with Powerful Tools

Our automated follow-up system acts as your dedicated assistant, consistently engaging every lead with relevant touchpoints so that your services stay top-of-mind until the exact moment they are ready to move forward.

Social Planner

Easily schedule and manage your social media posts for consistent online presence.

Automated DMs

Send personalized direct messages automatically to engage your audience.

Keyword Engagement Workflow

Set up workflows that respond to specific keywords to enhance customer interaction

 
Contact Management

Organize and manage your contacts efficiently for better communication and follow-ups.

 
Your Own Calendar

Customize and manage your appointments and deadlines in one convenient place.

 
Facebook Messenger

Chat with your clients on Facebook Messenger right inside GoHighLevel. All your messages stay in one place, so it’s easy to reply and keep track of every conversation.

 
CRM Access

Keep track of all customer information in one place, helping you to understand client needs and boost sales.

 
Forms Builder

Create simple, customizable forms to collect client information, feedback, or inquiries, making data collection easier.

 
Opportunities and Pipelines

Manage and track your sales leads effectively, helping you to identify potential clients and improve conversion rates.

Workflows & Triggers

Automate repetitive tasks and set up instant actions based on specific events, saving time and helping you respond faster while focusing on growing your business.

 
QR Codes

Generate QR codes that link to your services or promotions, making it easy for clients to access information.

 
See all available plans
TESTIMONIAL
What They Say

"Tax Group Pros revolutionized our operations. The AI Sales Automation has transformed the way we handle leads, and our team’s efficiency has skyrocketed. We couldn’t be happier with the results!"

Ruben R. Bloomberg CEO

"The Smart Tax CRM has made managing our clients so much easier. We now have a centralized system that keeps everything organized and allows for more personalized communication."

Blake J. Hodge Developer

"Thanks to the Funnel & Website Builder, we’ve seen a significant increase in our conversions. It’s incredibly user-friendly, and the results speak for themselves!"

Lisa W. Rigney Web Designer
Ready For Awesome Project With Us?
Let's Talk About Your Project.

contact us

384 Northyards Blvd suite 190​

Drop us a message