We Help Tax Professionals Thrive With Our All-In-One Sales & Marketing Platform
Get It Done With Tax Nitro
Efficiently follow up with all of your prior season filers and new customers with automated email and text campaigns all built into one easy to use platform.
Email & SMS Marketing
Create, design and build automated email & text campaigns to send the right message to get your customers back into your office
Stay organized with your customers in an easy to use, drag and drop visual pipeline. Dashboard view to look at your campaign at a glance
Intelligent automation tools to send the right messaging to your customers based on their activity. Never miss another appointment confirmation
Two-Way SMS Communications
Built in two way communication channel allows your team to keep in constant contact with your customers all in one location
Staying on top of your customers doesn’t have to be hard
With Tax Nitro you can set your team up for success with our powerful software.
Email and SMS Marketing
Create and send engaging email and text campaigns to your new prospects and current customers. Build each campaign to be personalized and effectively connect with your database to share promotions and invite them to file with you this season
Stay on top of your marketing campaigns with an easy to use drag and drop visual pipeline. Set automated tasks and communications based on each stage of the pipeline as your new prospect moves through each step to becoming a customer with your office.
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With action based triggers, your customers and prospects will receive custom messaging depending on their activity and their stages within your marketing campaigns. From sending welcome emails, appointment confirmations to review campaigns, you’ll never have to manually stop or start a campaign ever again
Send invoices to your customers to receive payment directly from your Tax Nitro account! You can either email or text the invoice and they’ll be able to submit payment using our Stripe intigration. Set follow-up reminders with a few simple clicks!
Have your own automated calendar system that integrates directly with your Google Account. Easy to create different appointment types for things like Tax Preparation, Bookkeeping, Payroll or even Consultations. Easily share links to your clients or prospects and allow them to pick a time based on your availability.