The Connection Suite
The Connection Suite includes:
Contacts
Conversations
Email Templates
Dialer System
Contact Management
Our user-friendly interface at Tax Revenue Manager makes handling contacts a breeze. Quickly find who you're looking for or add new entries. Organize them into groups with a simple drag-and-drop action, much like sorting files on your desktop. Opt for a list or card view to prioritize key contacts, ensuring easy access regardless of your contact count.
Create Smart List
Tax Revenue Manager's smart list feature enhances contact categorization and management. Create specific lists for Prospects, Contractors, 1040 Tax, and Tax Planning to organize your contacts efficiently.
Use smart lists to filter searches, send out bulk emails, or launch precise text message campaigns with ease.
Quick Tagging
Tagging your contacts is effortless—select a label and click on the contact's name to apply it.
Tax Revenue Manager's automated system can also tag your contacts for you based on their activity, offering limitless options for organization and segmentation.
Manage Connections
Bulk selection streamlines the process of locating and incorporating prospect and clients into your automated campaigns, marketing sequences, or drip strategies.
Personalize your outreach by segmenting your contacts with tags and smart lists, showing your clients that you're attuned to their unique needs and growth opportunities.
Real Time Conversations
Instant, Engaging Conversations
Tax Revenue Manager revolutionizes the way you connect with your clients. Our platform is designed for real-time, two-way conversations via SMS and email. Forget the hassle of juggling a separate office phone or using third-party apps for texting.
Our integrated messaging system ensures you're always just a message away from your clients. Whether it's a quick update or a detailed discussion, you can do it all directly through Tax Revenue Manager. It's about keeping the lines of communication open and effortless.
2-Way Texting
A Personal Touch w/o the Mobile Plan
Tax Revenue Manager transforms client communication, allowing you to exchange texts instantly as if you were using a phone. Your clients will experience seamless interaction, indistinguishable from traditional texting.
Conversation History
Efficient conversations:
Maintain a comprehensive record of all your dialogues with Tax Revenue Manager, ensuring you always recall who said what and when. With the ability to replay past conversations, clarity is always at hand, leaving no room for confusion.
Post on Social Media in one Click
A one-stop solution:
With Tax Revenue Manager, you can post on Facebook, Instagram, LinkedIn, Tiktok, or Google. All messages from those platforms get dropped right into your conversations tab!
No more jumping from app to app trying to update to nurture your audience.
Pre-written Email Templates for Every Communication Need
Whether it's engaging prospects, nurturing client relationships, or coordinating with staff, Tax Revenue Manager provides a suite of over 40 customizable email templates to cover all your bases. Personalize your message, add a touch of your brand, and you're ready to connect with your audience effectively.
Our templates simplify your email campaigns and internal communications, ensuring consistent, professional, and timely interactions. And for those who prefer a hands-off approach, our upgrade option includes a virtual assistant service to tailor your emails to perfection, saving you time and effort.
Editing is Easy
Tax Revenue Manager has the features you need to make your emails professional, mobile friendly, and on brand.
Drag & Drop design editor:
Our visual drag-and-drop design editor allows you to easily drag elements onto your email, such as a headline, image, or socials. No HTML knowledge required.
Custom code editor included:
If you have HTML skills, we include a code editor that provides a feature-rich HTML editing environment with an intuitive interface.
Plug & Play Templates
Tax Revenue Manger Lite includes over 40 email templates that can be custom tailored to fit your client base, so even with the lowest subscription, you're prepared for tax season.
Ease of use with extensive features:
It doesn't matter what your design skills are, we've got you covered. With our visual editor, you can drag and drop elements onto your email like headlines, images, and socials without any coding required.
Optimize Sales
Don't leave money on the table. Send targeted and personalized messages to your prospects with Tax Revenue Manager.
Email Campaigns:
Nurturing your audience will help to establish you as a brand authority and generate revenue with direct email campaigns. Optimize the appearance for mobile increase your conversion rate
Email Campaign Tracking:
A detailed view is available for every campaign to keep track of failed or received emails.
Call Center Excellence
There's nothing more frustrating than taking a call and having limited information about who you're talking to. The Tax Revenue Manager is designed to make sure your team has updated information and follows SOP's to increase your close rate. Master your internal training and perfect your processes in real time.
Call Recording Feature
Interactive Voice Responses
Streamlined Appointment Automation
Outbound Call Visitor Monitoring
Follow-Up Flawlessness
Tax Revenue Manager streamlines your sales process with automated follow-up software, designed to help you seal more deals by ensuring consistent lead engagement.
Reach Optimal Efficiency:
Seamlessly transfer new prospects from advertising drives and update their details with ease. Our tailored workflows for 1040 in Revenue Manager Lite and Software Resell and Tax Pro Education in Revenue Manager Pro ensure you never miss a beat with prospect follow-ups.
Effortless Appointment Confirmations
Centralize your appointment confirmations in a single, convenient location.
Tap into your workflow:
It's disappointing to attend appointments that get missed. Implement our call automation workflow and see your appointment confirmations soar.
Consultation Billing Simplified:
Easily arrange consultation sessions and charge for appointments. Directly receive payments through your calendar using our simplified consultation billing feature.
ABC Sales Automation
Step 1 of the ABC strategy is having a well organized call list means for your sales team with high priority prospects who are ready to buy. And when that runs out you can set up a list of old leads to recycle through so your team never runs out of work. A continuous pipeline of proven "Always Be Closing" methods.
Reach out later, when it matters most:
Feeling overwhelmed by the need for immediate follow-ups? The Connection Suite eases the pressure with scheduled call planning, ensuring every lead is contacted at the ideal moment for optimal engagement.
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