Build A Zap With Tax Nitro
We want to personally invite you to test our Zapier integration! Build custom work flows and integrations with the power of TaxNitro and Zapier combined.
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
Pipeline Management
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
Marketing Automation
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
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
Pipeline Management
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.
Marketing Automation
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
Two-Way SMS Communications
Texting is quickly becoming the easiest way to connect with a customer. With our two-way communications platform you can send and receive messages all in one location. Conversation history can be viewed and responded to via text, email and even Facebook messenger
Calendar
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.
