The #1 TAX CRM Platform
The cutting edge in client care standards and tax processes.
Tax Dragon Plus
is our all-in-one CRM System
Automation is the future of customer retention and seamless business processes. Tax Dragon Plus will take your business to the next level over your competition. From lead generation, to nurturing, to customer support, this system does it all!
Subscribe And Get Your FREE EBOOK
The #1 TAX CRM Platform
The cutting edge in client care standards and tax processes.
Tax Dragon Plus
is our all-in-one CRM System
Subscribe And Get Your FREE EBOOK
We're In The Business Of Helping
You Grow Your Tax Business!
Tax Dragon Plus is a all-in-one platform that will give you the tools, support and resources you need to succeed with your Tax Business.
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-OneMessaging 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
Gone are the days of bouncing between different software programs and service providers for your bookkeeping, tax, and accounting needs.
Equipped with all the tools you need to conquer financial challenges in one convenient place.
Website And Landing Pages
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!
CREATE FULL WEBSITES, FUNNELS & LANDING PAGES
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
DRAG & DROP SURVEYS AND FORMS
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING
The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within Tax Dragon Plus so you can capture the appointment all in one straightforward flow.
Equipped with all the tools you need to conquer financial challenges in one convenient place.
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!
CREATE FULL WEBSITES, FUNNELS & LANDING PAGES
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
DRAG & DROP SURVEYS AND FORMS
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING
The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within Tax Dragon Plus so you can capture the appointment all in one straightforward flow.
All Conversation Channels In One Place
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.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
CREATE MULTI-CHANNEL CAMPAIGNS
Tax Dragon Plus allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full featured mobile app allows you to communicate with your leads on all devices.
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.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
CREATE MULTI-CHANNEL CAMPAIGNS
Tax Dragon Plus allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full featured mobile app allows you to communicate with your leads on all devices.
Step By Step Pipeline
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.
CREATE FULL WEBSITES, FUNNELS & LANDING PAGES
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
DRAG & DROP SURVEYS AND FORMS
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING
The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within Tax Dragon Plus so you can capture the appointment all in one straightforward flow.
Easy, Fast, Free Way To Collect Leads For Any Business
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.
CREATE FULL WEBSITES, FUNNELS & LANDING PAGES
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
DRAG & DROP SURVEYS AND FORMS
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING
The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within Tax Dragon Plus so you can capture the appointment all in one straightforward flow.
Automated Tax system
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.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
CREATE MULTI-CHANNEL CAMPAIGNS
Tax Dragon Plus allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full featured mobile app allows you to communicate with your leads on all devices.
Everything You Need to Automate Your Business
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.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
CREATE MULTI-CHANNEL CAMPAIGNS
Tax Dragon Plus allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full featured mobile app allows you to communicate with your leads on all devices.
Connect With Your Clients On Mobile
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!
AUTOMATED NURTURE CONVERSATIONS
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
FULL CUSTOMIZATION OF MESSAGING
Use our campaign builder to customize the messaging.
ARTIFICIAL INTELLIGENCE BUILT IN
Tax Dragon Plus allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.
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!
AUTOMATED NURTURE CONVERSATIONS
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
FULL CUSTOMIZATION OF MESSAGING
Use our campaign builder to customize the messaging.
ARTIFICIAL INTELLIGENCE BUILT IN
Tax Dragon Plus allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.
Course and membership Management
Create Membership Areas
Create a thriving community for your agency or for your clients by using our Membership Platform.
FULL FEATURED COURSE MANAGEMENT
Build Full Courses with unlimited video hosting and unlimited users.
OFFER FREE AND PAID COURSES
With our full Platform you can sell courses or offer courses for free, all in one product!
UNLIMITED USAGE!
Tax Dragon Plus offers unlimited users, offers, and products for your courses. You can create courses for your clients or for your own Company!
FEATURED APPOINTMENT MANAGEMENT
Create Membership Areas
Create a thriving community for your agency or for your clients by using our Membership Platform.
FULL FEATURED COURSE MANAGEMENT
Build Full Courses with unlimited video hosting and unlimited users.
OFFER FREE AND PAID COURSES
With our full Platform you can sell courses or offer courses for free, all in one product!
UNLIMITED USAGE!
Tax Dragon Plus offers unlimited users, offers, and products for your courses. You can create courses for your clients or for your own Company!
Featured Table View Deals
Close More Deals
Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your tax business.
MANAGE YOUR WORKFLOW AND PIPELINE
With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
COLLECT CUSTOMER PAYMENTS
We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.
ALL THE ANALYTICS & REPORTS IN ONE PLACE
Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.
FEATURED APPOINTMENT MANAGEMENT
Close More Deals
Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your tax business.
MANAGE YOUR WORKFLOW AND PIPELINE
With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
COLLECT CUSTOMER PAYMENTS
We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.
ALL THE ANALYTICS & REPORTS IN ONE PLACE
Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.
Automated Online Reputation Management
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!
FULL FEATURED COURSE MANAGEMENT
Build Full Courses with unlimited video hosting and unlimited users.
OFFER FREE AND PAID COURSES
With our full Platform you can sell courses or offer courses for free, all in one product!
UNLIMITED USAGE!
Tax Dragon Plus offers unlimited users, offers, and products for your courses. You can create courses for your clients or for your own Company!
FEATURED APPOINTMENT MANAGEMENT
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!
FULL FEATURED COURSE MANAGEMENT
Build Full Courses with unlimited video hosting and unlimited users.
OFFER FREE AND PAID COURSES
With our full Platform you can sell courses or offer courses for free, all in one product!
UNLIMITED USAGE!
Tax Dragon Plus offers unlimited users, offers, and products for your courses. You can create courses for your clients or for your own Company!
Advanced Reporting Dashboard
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!
FULL FEATURED COURSE MANAGEMENT
Build Full Courses with unlimited video hosting and unlimited users.
OFFER FREE AND PAID COURSES
With our full Platform you can sell courses or offer courses for free, all in one product!
UNLIMITED USAGE!
Tax Dragon Plus offers unlimited users, offers, and products for your courses. You can create courses for your clients or for your own Company!
FEATURED APPOINTMENT MANAGEMENT
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!
FULL FEATURED COURSE MANAGEMENT
Build Full Courses with unlimited video hosting and unlimited users.
OFFER FREE AND PAID COURSES
With our full Platform you can sell courses or offer courses for free, all in one product!
UNLIMITED USAGE!
Tax Dragon Plus offers unlimited users, offers, and products for your courses. You can create courses for your clients or for your own Company!
WE’RE HERE TO HELP!
Join The Most Successful Companies
On The Planet
Discover What Tax Dragon Plus Can Do For You
Easy, Fast, Free Way To Collect Leads For Any Business
Building The Company Engine
All the Tools you need in one platform without having to "duct-tape" multiple platforms together!
CAPTURE
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
NURTURE
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
CLOSE
Use our built in tools to collect payments, schedule appointments, and track analytics!
Core Values
These professionals have a deep understanding of their field and are able to translate it into successful business.
Integrity
Upholding honesty and ethical behavior to foster trust and credibility within the team.
Collaboration
Encouraging open communication and teamwork to achieve shared goals and maximize productivity.
Accountability
Taking responsibility for individual and team actions, promoting reliability and ownership.
Innovation
Embracing creativity and a growth mindset to drive continuous improvement and adaptability.
Respect
Valuing diversity and treating team members with dignity, fostering a supportive and inclusive environment.
Excellence
Striving for high-quality performance and continuous learning, setting and surpassing ambitious standards
Empathy
Understanding and empathizing with team members, promoting a culture of compassion and support
Adaptability
Being flexible and agile in response to changing circumstances, embracing new challenges and opportunities
Get Your 14 Day FREE Trial Today!
WE’RE HERE TO HELP!
Plans & Pricing
Testimonials
Small Business Owner
Tax Professional
Freelance Consultant
Eagle Financial Group
I literally don't know how I ever operated my business without this CRM! But I can guarantee you one thing, I will never operate WITHOUT it again! TDP has helped me to stay organize and scale my business to a level I couldn't even imagine. My Favorite feature has to be my ability to communicate with my clients about their tax prep process, WITHOUT actually communicating with them, or being able to see all of my messages from email, texts, IG dm, and Facebook ALL IN 1 PLACE! The automations inside of this system are truly mind blowing! Not to mention it saved me hundreds, if not, thousands of dollars by eliminating all of the subscriptions I was paying for to previously run my business. This system DOES IT ALL! and the support they provide is priceless! If you have a tax business I highly recommend Tax Dragon Pro! If you don't believe me try the demo lol. This is not a paid review, this is straight from my heart! I'll tell anyone who will listen how AMAZING this CRM system is! I could go on and on but it would be too much to write. JUST TRY IT FOR YOURSELF!
Elite Financial Tax and Business Services
