Scale Your Firm — $199/Month

Built for established and growth-focused tax professionals, TaxMinds Growth Elite™ is the highest level of the TaxMinds Growth Platform, designed for firms ready to scale operations, strengthen automation, manage a growing team, and implement more advanced client-acquisition and retention systems.

Growth Elite includes everything in Growth Pro, plus advanced CRM capabilities, customized systems, strategic growth resources, and priority support to help you build a tax firm that can grow beyond your individual capacity.

Everything in Growth Pro, PLUS:

✓ Advanced CRM & Pipeline Configuration

✓ Advanced Automation Systems

✓ Advanced Client Journey Workflows

✓ Team & User Access

✓ Advanced Lead Routing

✓ Customized Campaign Implementation

✓ Advanced Funnel Systems

✓ Advanced Reporting & Performance Tracking

✓ Advanced Client Retention Systems

✓ Advanced Reactivation Campaigns

✓ TaxMinds Growth Blueprint™

✓ Quarterly Growth Strategy Session

✓ Priority Technical Support

✓ Priority Access to New Growth Tools & Resources

Build Systems Designed to Scale

Growth Elite is about more than managing leads. It's designed to help you create the systems, automation, visibility, and infrastructure needed to operate a more efficient and scalable tax firm.

From advanced lead routing and client journeys to team workflows, marketing campaigns, retention systems, and performance tracking, Elite helps you move from simply running your tax business to building a stronger firm.

Best For: Established tax professionals, multi-preparer offices, and ambitious firm owners ready to automate more of their operations, strengthen client acquisition and retention, and build systems capable of supporting continued growth.

Automate More. Operate Smarter. Scale Your Firm.

ELITE — OUR MOST ADVANCED GROWTH PLATFORM

No TaxMinds Partnership Required.

Tax preparation software is not included with the standalone Growth Platform. Email, SMS, phone, AI, and certain third-party services may have separate usage-based charges.