CONVERSATIONS

Tax Pro 360 brings you a dedicated conversations channel for seamless customer engagement. Enjoy two-way SMS and email communication, eliminating the need for personal cell phones or third-party apps. Connect directly to your Facebook page for a unified client interaction hub. Streamline interactions with your valued clients like never before.

Two Way Texting

Text like you're chatting from your phone! Seamless and effortless CRM texting

Conversation on Taxpro-360 app | Taxpro-360
Computer with Conversation history | Taxpro-360

Conversation History

Whether it's automated appointment confirmations or manual emails, you'll always have a record of every conversation. You can even revisit calls from last week at your convenience.

Social media Channels


Social Media Integration" - When you link your Facebook, Instagram, or GMB, all messages from these platforms flow seamlessly into your conversations tab. No more hopping between multiple websites for social media DMs. Simply hit reply and start messaging directly from Tax Pro 360

Computer with Conversation messages notifications | Taxpro-360

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