Frequently Asked Question

Q: What is Tax Pro 360 and how can it benefit my tax business?

A: Tax Pro 360 is a powerful all-in-one sales and marketing platform designed specifically for tax professionals. It streamlines lead capture, automations, scheduling, and more, enabling you to focus on what you do best – serving your clients.

Q: Can you explain how the Basic plan subscription works and what features it includes?

A: Our Basic plan subscription offers essential tools to boost your tax business. It includes comprehensive lead capture, efficient sales pipeline management, automated email and SMS campaigns, reputation management, AI-powered automations, and more.

Q: How does Tax Pro 360's AI-powered appointment system work, and how can it help streamline my scheduling process?

A: Our AI-powered appointment system effortlessly books appointments, reducing back-and-forths and missed opportunities. Clients can schedule on their terms, freeing up your time to focus on more critical tasks.

Q: What kind of support do you offer for onboarding and setup? Can you walk me through the process?

A: Our team provides dedicated support through the onboarding process. We offer 1:1 hour-long calls, guiding you through setup and providing insights to optimize your experience with Tax Pro 360.

Q: Can I customize Tax Pro 360 according to my specific business needs, such as domain integration and custom values?

A: Absolutely! Tax Pro 360 offers domain integration, custom values, and even optional Facebook and Google Calendar integration. We're committed to tailoring the platform to suit your business.

Q: How does the Advanced Account Setup Service differ from the basic software setup? What additional benefits does it offer?

A: The Advanced Account Setup Service takes your setup to the next level. Our experts collaborate with you to create a fully functioning account, optimizing pipelines, triggers, forms, campaigns, and more for seamless operations.

Q: Is Tax Pro 360 suitable for agencies and clients? How does the dedicated Agency Growth Advisor play a role in my success?

A: Yes, Tax Pro 360 is perfect for agencies and individual clients. Our dedicated Agency Growth Advisor guides your growth journey, leveraging the platform's power to achieve your business goals.

Q: Can you elaborate on the expert support you provide, such as assistance with integrations, white labeling, and the 1:1 onboarding call?

A: Our expert support covers Twilio and Mailgun integrations, white labeling guidance, and a 1:1 onboarding call to ensure a smooth start. We're here to ensure you get the most out of Tax Pro 360.

Q: What does the "Unlimited" offer mean in terms of websites, funnels, pages, and other features? Is there any fine print?

A: "Unlimited" means you can create and manage as many websites, funnels, pages, and other features as you need, without restrictions. No fine print – just the flexibility to scale your business.

Q: How can Tax Pro 360 help with lead capture, automations, and reputation management? Can you provide examples of how these features work in practice?

A: Tax Pro 360 streamlines lead capture through optimized forms and landing pages. Automations trigger timely follow-ups, and reputation management tools boost client reviews. Real results, real growth.

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