Automated Tax Solutions is a technology company that provides state of the art and cutting-edge technology products to both startup and existing tax companies. Such tools as web-based tax software, customer portals and mobile apps, ready-made online training programs for you and your staff, and well as CRM or Customer Relationship Management Systems to help you run your entire operation. All of the technologies are certified and approved by the Tax Payers Bureau to ensure that you are receiving highest quality of products and service available in the entire tax industry.
ABOUT US
Automated Tax Solutions ™
Are you tired of using outdated desktop software? Are you at a loss for how to grow and scale your business? Whether you know it or not the key to any successful business is having the right systems in place to manage your operations. In order for any business system to work properly it must have the right tools. But not only must it have the right tools, that tools need to all work together so that your operation can flow seamlessly.
At this point you might be asking yourself…where do I find these tools? And how to do I create these systems? Well we would like to welcome you to our Automated Tax Solutions which is our very own integrated product suite!!!
Here at TPB Technologies we do more than simply provide tax software. We provide an entire system along with our technology solutions to help you automate, operate, and manage your entire operation for the 21st Century.
Products and Services
Tax Pro Web Software & Mobile App – The Tax Pro Web software is a web based tax software that comes complete with all Federal and State tax forms. This software also comes with an easy-to-use search feature along with a widget assistant that is easy to use even for beginners. This software is simple, clean, and easy to use and will allow you to literally complete a tax return within minutes. In
addition to the user friendly software, we have also included a mobile app that allows your clients to upload their tax documents and information and will literally download directly into your software, making the return even easier to complete.
Tax Titan CRM - We’ve also developed our very own CRM which is an acronym for (Customer Relationship Management System) to help manage the business side of your operations both from a management and marketing perspective. This system is equipped with landing pages, customer portals, onboarding and compliance systems etc.
Tax Titan Tax Academy – This is a full fledge training course that not only provides actual tax training, but also provides business building training to help you grow your tax business to six figures and beyond. Learn how to Franchise or create a multi-office operation.
Do you plan to hire tax preparers?
Use this course to train your staff. This course comes complete with video-based power point training, written training, and even mini quizzes and a final exam.
The Executive Suite - The Executive Suite is a full service virtual assistant concierge service. We specialize in providing you with a professional virtual service experience. We understand that you are too busy running your tax office to deal with every single detail of running your business. We also understand that for tax professionals spending time is with your family is just as important. That is why we work even when you don’t.
The Executive Suite Concierge Services Include:
General Admin – We provide general administrative services such as email management, calendar management, internet research, market research, and more. You simply let us know what your needs are, and we let you know if and how we can best accommodate you.
Bookkeeping – We provide basic and complex bookkeeping services for the busy small business owner and/or small business professional. As a tax preparer you are often too worried about making money to properly keep track of it. Let us keep up with that for you so that you can focus on your tax business. This service is also a great value add to your clients. Don’t have time to perform bookkeeping services? Simply sign up for our affiliate program and let us do the work for you.
Facebook Ad Management -The one thing every tax business needs is new customers. Facebook (Meta) is one of the largest aggregates of potential leads and customers on the internet. However, the Facebook Ad management platform can be very daunting and managing an ad campaign can become time consuming and confusing. We will manage your ad campaign for you from the ad design, to running and managing your campaign for you, so that you can continue to service your customers and focus on your business.
In Bound/Out Bound Phone Calls- A professional voice on the phone can mean the difference between securing the new customer as well as providing a good customer services experience. Reaching out to incoming leads can be a time-consuming task. Here at the Executive Suite, we will handle all of your
inbound and outbound calls to keep you efficient and will even give you the big stable company feel you are looking for. This is a great service to add in with your Facebook ads.