Tax Dragon Plus Is Everything Your Tax Business Needs To Succeed
We have developed from years of extensive tax processing experience. The automations are rooted in practical usage with humans in mind: the clients and tax preparers. Implementation is easy and seamless: we will expertly guide you throughout the process of adapting Tax Dragon Plus to fit your tax business's needs.
Automatically Call
Your Leads
When a Lead comes in, you can automatically push their phone call to the lead's cell.
Start Using Our Ringless Voicemail Today!
You can now give your voicemail a new life, we will drop it for you. You don't have to worry about anything anymore!
An All-In-One
Messaging Platform
The automated text messages are perfect because they keep in touch with customers without having the hassle of calling or leaving a message!
Tax Dragon Plus Is Everything Your Tax
Business Needs To Succeed
Easy, Fast, Free Way To Collect Leads For Any Business
Capture leads with landing pages and our easy to use forms builder
Impress over the rest with a beautifully designed website and make sure to never miss opportunities with our automated sales funnels. Schedule your emails and texts in advance, choose which products you would like to highlight. Even do slick cross-promotions should you have multiple businesses!
Everything You Need to Automate Your Business
Ultimate way to convert more Leads
Keep that essential line of contact with your leads and current clients, via email or SMS, in one easy system! You can make quality control a priority, as all contact with clients are recorded with time stamps. Notifications are available, making sure that your team does not let any message go unanswered. Automate birthday and reminder messages to customers, making sure that they feel valued.
Efficiency with a human touch
Prebuilt Tax System Workflows
Efficiency with a human touch: our tax system workflows are crafted and adjusted with hands-on experience and expertise. These workflows will allow you and your team to keep track of files, keep customers updated with automated messaging and voice calls. Keep track of tasks for your team and see customer progress.
Convert your leads to happy customers
Pre Built Tax System Pipelines
Convert your leads to happy customers with Tax Dragon Plus. Our pre-built pipeline will help your sales team nurture your clients and successfully hand them over to your capable tax team. Get your customer's good reviews on Google to generate good standing for your website and business.
See your leads in one place
Converse with your customers and sales prospects from a single platform.
Keeping track of conversations is tough, but remember to keep two-way messages in mind. Texts and emails are good ways to stay connected with friends who live far away or you haven't seen in a while!
Build & Manage an effective Online Reputation
You can monitor and reply to reviews with push of a button. Send review requests right from the dashboard, no need for emails or text messages anymore!
Complete Dashboard for Advanced Analytics
You'll be able to see the ROI and leads in your pipeline with our advanced Dashboard. See stats such as appointment rates, campaign effectiveness, response rates!
