Automate Your Growth — $99/Month

Take your tax business beyond basic organization with TaxMinds Growth Pro™ our recommended plan for tax professionals ready to generate more opportunities, automate follow-up, reactivate past clients, and market their business year-round.

Growth Pro includes everything in Growth Starter, plus advanced marketing and automation tools designed to help you spend less time manually chasing leads and more time serving clients and growing your business.

Everything in Growth Starter, PLUS:

✓ Advanced CRM Automations

✓ Advanced Sales Pipelines

✓ Automated Lead Nurture & Follow-Up

✓ Multiple Appointment Calendars

✓ No-Show Recovery Automations

✓ Client Reactivation Campaigns

✓ Referral & Review Campaigns

✓ Tax Season Marketing Campaigns

✓ Lead Magnet & Event Funnels

✓ Email & SMS Marketing Systems

✓ TaxMinds Growth Vault™

✓ Marketing & Campaign Templates

✓ Automation Templates

✓ Advanced Reporting & Tracking

✓ Priority Support

Turn More Leads Into Clients

Growth Pro helps create a more consistent client journey—from the moment someone becomes a lead through follow-up, appointment booking, conversion, reactivation, reviews, and referrals.

Best For: Tax professionals and growing tax businesses that are ready to automate repetitive tasks, improve lead follow-up, strengthen client retention, and build a more consistent marketing system.

Generate. Automate. Convert. Grow.

No TaxMinds Partnership Required.

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