We Help Tax Professionals Thrive With Our All-In-One Sales & Marketing Platform
Capture New Leads:
Tax Nitro provides you with all the tools necessary to take someone browsing your services to providing you their name, email and phone number!
Funnel Builder: Easily create gorgeous, high-converting landing pages on your domain with Tax Nitro’s drag-and-drop builder.
Survey Builder: Build and publish your forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms using the built-in tools.
Chat Widget: Answer questions in real time or have an automated bot provide responses to any landing page or website you add a little snippet of code to!
“System wise Tax Nitro is huge for us. It allows us to consistantly be in touch with our clients using its email and 2-way text message functionality. Our client regention is at it’s all time high and Tax Nitro has played a large role in that. Using these systems we’ve been able to scale to a second location, and hopefully a third soon”
J J Financial Services
Nurture Your Contacts:
Once you’ve captured a lead’s information, communicate with them directly from the platform via Email, SMS, Phone or our Social Media integrations.
Two-Way Communication: Give the ability of texting to your business. Now you can increase the speed of conversation all in one platform. Available on Desktop and Mobile!
Dialer System: Make calls directly from your Tax Nitro account with our Twilio integration. Listen to call recordings and create specific contact lists to dial to.
Membership Portal: Build, create, and host courses directly from Tax Nitro. Enter people manually or have them automatically added via our checkout page options.
“Where else can you get texting, email, phone, voice drop, in one platform?… I see this as the software of the future. Setting your internal team and your client’s up for success.”
Close More Deals:
Staying organized is key when it comes to making more sales. Tax Nitro provides multiple methods to stay on top of your leads and collect the payments you deserve.
Payments & Invoicing: You can create, track, and send invoices right in the Tax Nitro dashboard and collect payments using Stripe or Paypal.
Opportunities: Map out your potential customers journey and visually watch them move through the stages using our pipeline view.
Contacts: Easily tag, sort, filter, and create lists of specific types of contacts within Tax Nitro to keep yourself and your team organized
“Tax Nitro gets people in the door. The way it’s designed, it’s consistantly hitting your customers up – here’s a text, here’s an email, here’s a phone call, here’s our calendar. And it works, because you’re consistantly reminding them that you’re here for them. Bottom line – it works, it really works.”
Automate & Scale:
Automate multiple areas of your business, from appointment reminders, online review requests, posting on social media, to email marketing campaigns.
Workflow Management: With Tax Nitro, you’ll be able to create automated follow up campaigns to any Lead, Prospect or Client all in one central place.
Social Media Planner: Draft, preview, and post content right now or schedule it in the future on Facebook, Instagram, LinkedIn and Google!
Reputation Management: Generate and respond to reviews on Google & Facebook while having the ability to send review requests to your clients in one simple click!
“Our team loves using Tax Nitro. For us, the biggest plus is the automatic text message reminders that are sent to our clients with scheduled appointments. We had so many clients coming in thanking us for sending those as without it they probably would have missed their appointment.”
Royalty and Associates
Support & Training:
Learning a new software doesn’t need to be hard. Tax Nitro provides customized support to deliver the best customer experience.
Onboarding Call: Receive a complimentary Zoom onboarding call with one of our specialists to help guide you through the setup process.
Training Portal: When you enroll you’ll get access to our video training portal which provides step-b-step walkthroughs of getting your account up and running as fast as possible.
Live Chat: You have a question? We have the answer! Just click the little “Chat” window in the bottom left of Tax Nitro to speak to our support team.
“The software is great! A lot of times I work from home and monitor my offices so I could see when people would call or text my offices. I’m able to listen to the recorded phone calls and see how my employees respond to text messages, so it’s a great tool to keep track of everything.”