The Revenue Suite
Tools to Scale Your Revenue:
Appointments/Opportunities
Payments / Products
Invoicing / Recurring Billing*
Proposals & Estimates
Appointments/Opportunities
Streamline your scheduling and sales process with our intuitive interface. Quickly find and manage existing appointments and sales opportunities, or set up new ones with ease. Our system automates the creation process, enhancing your workflow efficiency.
Effortlessly progress opportunities through your sales pipeline. Our automated triggers take care of related tasks, from setting appointments to sending follow-up reminders, ensuring you never miss a beat.
With our sophisticated filtering capabilities, organize your appointments and opportunities by status for unmatched oversight of your business activities. Keep everything neatly organized, work more efficiently, and maintain command with our robust management tools.
Intuitive Interface
Tax Revenue Manager
offers an intuitive interface that simplifies the process of managing sales opportunities. The clean layout and user-friendly design make it easy to navigate and work with your sales data.
Automation & Triggers
Opportunities can be set to trigger automated actions based on specific stages or actions within the pipeline. For example, you can automate follow-up emails when an opportunity reaches a certain stage or assign tasks to team members automatically.
Calendar Integration
Tax Revenue Manager seamlessly integrates with popular calendar platforms like Google Calendar, ensuring that appointments scheduled in Tax Revenue Manager are synchronized with users' existing calendars. This integration prevents scheduling conflicts and keeps everyone on the same page.
Payment, Products, & Invoicing
Invoicing Made Simple: Save Time and Money with Ease
Don't waste your time manually creating and updating invoices. Simply link your Stripe or PayPal account, add your products and servies and start sending automatic, customized and even recurring invoices to all of your customers.
Error-Free, Speedy Invoicing Process
Generate beautiful, professional-looking invoices with ease. With a customizable choice of terms and agreements, you can create the perfect invoice for any customer or business.
Secure Payments Simplified: All in One Place, Worry-Free
Stay on top of all your revenue with our advanced reporting system that tracks all transactions in real time. We'll even send you reminders when payments become overdue and trigger automations for client follow up!
Secure Payment Gateway Integration
integrates with secure payment gateways like Stripe and PayPal, allowing businesses to accept payments online securely. Customers can make payments using credit/debit cards or other electronic payment methods, ensuring a smooth and secure transaction process.
Automated Payment Reminders
Tax Revenue Manager
can send automated payment reminders to customers, reminding them of upcoming payment due dates. These reminders can be personalized and sent via email or SMS. Timely reminders help reduce late payments and improve cash flow.
Discounts & Coupons
Tax Revenue Manager
supports the creation of discounts and coupons for specific products or services. Businesses can apply discounts to invoices, allowing for promotional offers and incentives to attract customers. Coupons can have expiration dates and usage limits, providing flexibility in marketing strategies.
The Document Suite
Document Management Made Easy
The Document Suite in Tax Revenue Manager is your go-to solution for simplifying your sales process and improving client interactions. It's all about giving your clients a crystal-clear picture of what you're offering and the terms involved. Say goodbye to confusion and hello to streamlined, professional proposals and contracts that really showcase what you're all about.
Expert Proposal Development
Creating eye-catching, professional proposals is a breeze. Customize to your heart's content – tweak the layout, splash in your brand colors, and add engaging media like images and videos. It's not just a proposal; it's a visual journey that leaves a lasting mark on your prospects and clients, all while boosting your brand's image.
Electronic Signature
In the fast-paced world of business, closing deals quickly is key. That's where our digital signature feature comes in. Clients can sign off on contracts or approve estimates right from their screens. No more back-and-forth with paperwork – just smooth, efficient transactions that keep your business moving forward.
Stay on Top of Your Documents
Ever get lost in a sea of document versions? We've got you covered. Tax Revenue Manager keeps tabs on every change and version of your proposals, giving you a complete history of your negotiations. This means fewer mix-ups and more transparency, keeping your professional game strong and accountable.
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