Tax Pro 360
Curated by SignalSales and marketing platform streamlining operations for tax professionals.
Overview
Tax Pro 360 is a digital tools platform aimed at tax professionals, offering a range of sales and marketing solutions. The platform features lead capture, automated messaging, payment collection, and appointment scheduling, which are intended to improve operational efficiency and client engagement. It integrates functionalities such as website creation, client onboarding, and analytics tracking to assist tax professionals in managing their practices. The platform operates in a cloud-based environment, providing secure access and collaboration. Additionally, it incorporates AI-powered automation to facilitate processes, allowing users to concentrate on their service delivery. Tax Pro 360 targets tax professionals looking to enhance their workflows and client interactions.
Key facts
- Founded
- 2023
- Headquarters
- Tamarac, United States
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 18 products and services
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