The Digital Suite
The Digital Suite Hosts:
Websites
Funnels
Automations
Education Suite
Website Builder
Tax Revenue Manager Pro's website builder that's as easy as it is beautiful. With just a few clicks Revenue Pro Members can build beautiful websites in 3 simples steps.
1) Select the type of content you need on your website - from blogs to contact forms.
2) Drag and drop all the elements you want on your site into their corresponding areas.
3) Customize you design by changing colors and fonts. You're all set! Add in forms, calendars and images to perfect your website. Choose from our preloaded templates or get a custom design from our VA team.
Drag & Drop Builder
Revenue Manager Pro:
Ignite Your Imagination with Our Extensive Template Collection, featuring over 10 expertly designed options to launch your web presence. Each template is crafted with care, balancing beauty and practicality. Select from our diverse range to fast-track your website development, conserving time and energy.
Customize with text boxes and videos:
Add text boxes for call-to-action, testimonials or special offers on any page within seconds.
Create a beautiful website now!
Digital Store
Unlimited potential:
You’re not limited to the same cookie-cutter design templates that other tax software providers have.
Ready to go live?
It only takes a few minutes to build and customize your storefront.
Take control of your domain name:
This means you can personalize specific sections of your website or marketing funnels with unique subdomain addresses. Custom subdomains enhance your branding efforts and provide a professional touch to your online campaigns.
Blog & Vlogs
Building Client Trust:
Publishing articles and videos on your Tax Revenue Manager website provides potential customers with assurance of your legitimacy and expertise. You can also target specific industries with your articles to attract more visitors.
Media Integrations:
Enhance your blog posts with multimedia elements such as images, videos, and interactive media. Tax Revenue Manager blog features seamless integration, enabling you to upload and embed media from various sources. Engaging visual content not only captures your audience's attention but also adds a professional touch to your blog posts.
Professional Funnels
Prospecting is the lifeblood of business revenue. Daily, you're tasked with the challenge of uncovering new sales opportunities. Tax Revenue Manager equips you with 6 high converting custom funnel templates and a vast importable template library to showcase your offerings, engage your prospects, and transform them into loyal customers.
No Limits on Creativity
With our landing page builder, you're able to input anything from images, videos and CSS styling - everything is possible with the Tax Revenue Manager! After you've created your perfect landing page, add it to any email campaign or website for instant promotion.
Unlimited Funnels
Discover boundless creative potential with Tax Revenue Manager – where you're free to create as many funnels and pages as you desire. Let your imagination run wild; there's no limit to what you can design. From complex sales funnels to engaging landing pages, or even full-fledged websites, the sky's the limit. Plus, enhance your digital footprint by effortlessly linking your custom domain, giving your brand the spotlight it deserves.
Converting Prospects
Turning a visitor into a client can be complex, but being well-prepared increases your odds of winning them over. TRM leverages cutting-edge technology such as tracking pixels, backlinks, SEO, and meta tags to ensure you stay visible to those interested in your services and those of your competitors.
Follow Up Campaigns
Say goodbye to the missing gaps in your follow up. Tax Revenue Manager comes with ready-made automations to captivate and inform your audience. Simplify your follow-up routine with our adaptable templates, allowing you to concentrate on what's crucial: securing clients!
Workflows, Automations & Integrations
Getting started is a breeze with our pre-built template funnels—just add your personal touch, and you’re good to go. Both Lite and Pro versions come equipped with standard workflows, with options to upgrade for advanced Corporate Tax & Accounting workflows, as well as tax planning and resolution services.
Maximize the impact of your marketing campaigns with intelligent workflows that automatically segment leads, clients, and staff. These workflows clearly define everyone’s roles and responsibilities from start to finish, ensuring a smooth and organized process every step of the way.
Streamline Your Tax Boss Journey with Intelligent Workflows
Leverage smart workflows that automatically manage your leads based on their actions—or inaction. Whether they click a trigger link, engage with your content, or need a little nudge, our system ensures they’re in the right place at the right time.
Our custom-built 1040, Software Sales, and Mentorship workflows are designed to keep your entire operation in sync. With seamless integration of follow-up email and text campaigns, plus direct tax software connectivity, both your staff and clients stay in the loop from start to finish.
No more guessing games—just smooth, efficient processes that keep everyone connected every step of the way.
Automate the Little Things
With our workflows, you can finally be the boss of your own time and achieve everything that's important to you.
Just imagine how much more productive you will be.
Tax Revenue Managers' tax prep, accounting, and Service Bureau workflows issues task to the appropriate team members and make sure you never miss a task, follow up, or nurturing opportunity, giving every client a white glove experience without seeming salesy.
Integration Capabilities
Even though we jam packed everything you could need to run your fin firm inside, you can still seamlessly integrate Tax Revenue Manager with third-party applications and services.
Connect with tools you already use, expanding your automation capabilities.
Integrate payment gateways, email marketing services, and API apps such as Zapier, Makr or Pabbly to create a cohesive and efficient workflow.
Ad Automations
Tax Revenue Manager integrates with your Facebook and Google account, giving you more detailed insights into your campaigns. With this integration, you can add or remove them from Custom Audiences to capturing leads directly from your advertisements.
Upgrade to automated webinars and events to educate and engage your audience. Schedule webinars, automate registrations, and track attendee interactions. Follow up with participants automatically, nurturing them further based on their engagement levels.
Education Gateway Portal
Engage Your Audience with Interactive Learning Tools
Deliver a next-level brand experience with video-guided tutorials, e-books, assessments, homework, quizzes, and courses tailored to help your clients grow their skills and build trust with your brand.
With Tax Revenue Manager’s Learning Management System, you can easily upload videos and organize them into structured lessons. You decide whether to provide access for free or unlock them after a purchase—it’s your call!
Once enrolled, students can log in and take your courses from any device—desktop, laptop, or mobile—on any browser, making learning accessible and convenient.
Plus, our Pro version includes an exclusive Black Label 1040 Tax Course, perfect for those looking to elevate their tax expertise and offer even more value to their clients.
Start empowering your audience with the tools they need to succeed!
Onboard is seamless
Onboarding to the Education Gateway Suite is a breeze.
As soon as clients make a payment or enter their deets for an offer, they receive an email with their unique access credentials.
You can customize the onboarding email to include detailed instructions and tips for navigating the learning portal, ensuring clients have the best possible experience.
Plus, subscribers of Revenue Manager Pro benefit from access to our exclusive offline community.
Teach Like a Pro
Building a course is effortless with our system. Just upload your materials and choose your course format—be it video or audio.
Enhance the learning journey with PDFs, homework, assessments, quizzes, and additional resources for an engaging educational experience, catering to all learning styles.
Looking for assistance with course development? Our virtual assistants are on standby to help you craft your course today.
Tracking Triggers & Analytics
Refine and tailor your audience engagement with the TRM analytics dashboard within the Education Suite.
This powerful tool is powered by automated workflows designed to gather, organize, process, and export vital data.
Utilize these insights to fine-tune your offerings, boosting performance, achieving outstanding client outcomes, and gathering social proof.
This strategic approach will solidify your status as a trusted authority in your field.
TRM: Streamlining Tax Solutions for Efficient Financial Management. Enhance compliance, optimize revenue, and stay organized effortlessly.
Get in touch
2100 N Eastern Avenue, Ste 222, Moore, Oklahoma, United States, 73160