WE EMPOWER TAX PROFESSIONALS TO GROW USING A COMPLETE, INTEGRATED SALES AND MARKETING PLATFORM
Build your client base with smart funnel and form builders
Engage clients through email, SMS, and real-time two-way messaging
Seal more deals and put your entire client journey on autopilot
CAPTURE NEW LEADS
Taxify360 equips you with everything you need to turn casual visitors into qualified leads who share their name, email, and phone number.
Funnel Builder: Easily build stunning, high-converting landing pages on your own domain using Taxify360’s drag-and-drop funnel builder.
Survey Builder: Create and launch forms in minutes with Taxify360’s intuitive survey tools—pick your fields, set your options, and embed them anywhere with built-in tools, no tedious setup required.
Chat Widget: Engage visitors in real time or let an automated bot handle FAQs on any landing page or website where you add a small snippet of code, so you never miss an opportunity to capture a lead.
“Taxify360 has been a game-changer for our firm. It keeps us consistently connected with clients through email and two-way texting, and our retention is now at an all-time high. Thanks to these systems, we’ve already scaled to a second location and are now setting our sights on a third.”
James Lin
Operations Manager
Nurture contacts
Once you’ve captured a lead’s details, you can communicate with them directly inside Taxify360 using Email, SMS, phone, or social media integrations.
Two-Way Communication: Add texting to your business so you can speed up conversations and manage every message from one platform, on both desktop and mobile.
Dialer System: Place calls right from your Taxify360 account through our Twilio integration, listen to call recordings, and build targeted calling lists in just a few clicks.
Membership Portal: Build, host, and manage your own courses inside Taxify360, adding members manually or automatically via integrated checkout options.
“Honestly, nowhere else brings together texting, email, phone calls, and voice drops in a single system like this. I truly believe it’s the software of the future, built to position both your team and your clients for success.”
Terrence Miller
CRM Manager
close more deals
Staying organized is essential if you want to close more deals and boost revenue, and Taxify360 gives you multiple ways to stay on top of leads while making it easy to collect the payments you’ve earned.
Payments & Invoicing: Create, send, and track invoices directly inside your Taxify360 dashboard, and seamlessly accept payments through Stripe or PayPal.
Opportunities: Visually map your prospects’ journey and watch them move through each stage of your pipeline so you always know where every deal stands.
Contacts: Tag, sort, filter, and build targeted contact lists in Taxify360 so you and your team stay organized and focused on the right people at the right time.
“Taxify360 truly drives clients through your doors. It keeps your customers consistently engaged with texts, emails, phone calls, and calendar reminders all working together. It’s effective because you’re always showing up for them — and the bottom line is, it really delivers.”
Jacob Sanders
CRM Manager
Let's talk about what Taxify360 can do for your tax business.
GET IN TOUCH
We’d love to hear from you. Reach out to our team and discover how Taxify360 can power up your tax business.
