The Feedback Suite
Feedback Hub includes:
AI Hub
Forms
Surveys
Join the AI Revolution
Transforming Tax Professional Operations
Streamline your financial firm with the power of advanced AI technology. Tax Revenue Manager is crafted to transform how tax professionals engage with clients, handle content, and seek out new opportunities. Our suite of AI tools simplifies and enhances your business processes, providing an effective and efficient solution tailored for your firm. Explore the transformative impact of AI on your business with Tax Revenue Manager.
ABC Chat Bot - Convert & Close 24/7
TRM's Always Be Closing Chat Bot is your 24/7 virtual assistant engaging visitors the moment they land on your page. Customize your ABC Bot to answer questions, provide custom and segmented information, and guide your audience through your offers.
Say goodbye to missed opportunities, with instant lead capture, ask the right questions and gather the essential information in real time perfecting an effective follow-up that much closer to closing!
Content AI for Text and Image
Generate personalized text and image content for marketing that hits the mark every time, increasing engagement and conversion rates.
Make informed decisions with AI-powered insights.
Understand what content performs best and refine your strategy accordingly.
Optimize your social planner and curate your content ensuring your marketing efforts are always data-driven and effective.
AI-Driven Prospecting Tools
TRM AI tools analyze data to identify and target potential clients most likely to need your services.
Keep the conversation going with automated AI follow-ups. Timely and consistent communication is key to nurturing leads, and our AI system ensures no prospect is left behind.
Our predictive analytics forecast the likelihood of a prospect converting, allowing you to prioritize your resources and attention on the most promising leads.
Forms for SMART Business
Hey there, savvy business owners! Tired of boring, complicated forms? Say hello to Tax Revenue Manager's Forms feature – your new best friend for collecting data, snagging leads, and chatting with customers. It's like having a super-smart assistant who never takes a coffee break.
Customizable Form Templates
No-Brainer Custom Forms
Need a form for leads, surveys, or event sign-ups? We've got templates for that. Just pick one, tweak it to fit your style, and boom – you're good to go. No tech degree needed.
Drag, Drop, Done
Our drag-and-drop builder is a game-changer. It's so easy, you could do it while binge-watching your favorite show. Add fields, shuffle things around, and make it look just like your brand – all with a few clicks.
Integration Capabilities
Connect the Dots with forms that talk to your other tools? Yep, we've got that. Hook up your forms to your CRM, email marketing, or analytics tools. It's like having a team of robots doing all the follow-up and tracking for you.
Fancy Fields for All Your Needs
Checkboxes, upload buttons, date pickers – we've got all the fancy fields you need. Whether you're collecting simple info or detailed preferences, our forms can handle it.
Mobile Responsiveness
People glued to their phones? No problem. Our forms look great and work smoothly on any device. So, whether your customers are on a phone or tablet, they'll have a hassle-free experience.
Safe and Sound
Worried about data security? Don't be. We keep all the info locked up tight and follow all those important data laws. Your customers' info is safe with us.
So, ready to make your life easier with Tax Revenue Manager's Forms? Let's get started and turn those form-filling headaches into a walk in the park!
Surveys
Tax Revenue Manager's Surveys feature is a robust and versatile tool designed to facilitate in-depth feedback collection, market research, and customer insights.
Tax Revenue Manager's Surveys feature offers businesses a powerful tool to gather valuable insights, conduct market research, and collect feedback from customers and stakeholders. With flexible survey creation, intuitive survey building, advanced question logic, multi-channel distribution, real-time data analysis, anonymous options, custom branding, and comprehensive reporting, businesses can conduct insightful surveys that provide actionable data for strategic decision-making. This feature is instrumental for businesses aiming to understand their audience, enhance customer satisfaction, and refine their products or services based on informed feedback.
Custom Surveys in a Snap
Create surveys that hit the mark. Whether you're after simple feedback or deep insights, our platform lets you whip up the perfect set of questions. Choose from multiple-choice, open-ended, or rating scales – or mix and match!
Drag-and-Drop Survey Magic
Building surveys is a breeze with our intuitive builder. Just drag, drop, and you're on your way to gathering valuable feedback. No tech wizardry needed – it's as easy as pie.
Smart Question Logic
Our surveys are pretty clever, too. They change up the questions based on what your respondents say, giving you more relevant answers. It's like having a conversation, but in survey form.
Spread the Word, Get the Word
Email, social media, SMS – you name it, we distribute it. Our multi-channel approach means your survey gets in front of more eyes, gathering a wide range of responses.
Instant Insight, Instant Action
Instant Insight, Instant Action
Watch the responses roll in real-time and make sense of them with our nifty analysis tools. Charts, graphs, and all that good stuff help you spot trends and make smart moves fast.
Your Brand, Your Style
Make those surveys scream "you" with custom branding. Add your logo, pick your colors, and set your style. It's all about keeping your brand in the spotlight.
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