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TaxClosers / Team leaders

Bring your whole firm.

One link for your firm. See every closer's calls, cases and leads.

Register your firm

What you get

Built for tax firm owners.

Your own team link

Every closer who signs up on your link joins your team. You see who joined and what they bought.

Text your whole firm

Paste every phone and email. We send each closer your link in one tap and track who joins.

Live leaderboard

Calls, appointments and signed cases for every closer, updated all day.

Agency HQ

See who is dialing, who is idle, and nudge them from one screen.

No wasted leads

Leads a closer leaves untouched for 30 days get flagged to you, so you can nudge them or move the lead.

One bill

Buy for the team, gift leads to closers, and keep spend in one place.

The team board

The board your team chases.

This is what your closers see every day. Photos, live numbers, and a pop up every time someone signs a case.

  • Live leaderboardSigned cases, calls and appointments. Rows slide up the second someone passes a teammate.
  • Case signed alertsWhen a closer signs a client, the whole team gets a push alert and a big moment on screen.
  • Team chat and direct messagesOne team channel plus private messages with any closer. Signed case alerts post there on their own.
  • Awards and badgesFirst case, 5 signed, streaks, top closer of the week. Give a shout out in one tap.
  • Monthly prize fundFund the pot with $500, $1,000 or $2,000. Weekly and monthly winners get leads paid from the pot.
ExampleExample teamClients signed this month, sample numbers
$1,000 prize fund
2Mike12 signed
1Ana14 signed
3Tasha11 signed
  1. 4Devon9
  2. 5Rosa8
  3. 6Marcus6
  4. 7Jade5

Example board with sample closers. Your team, photos and numbers fill in once they join.

How it works

Four steps.

01

Register your firm

Tell us your firm name and how many closers you have. Takes two minutes.

02

Get approved

We check your firm and its tax pro on staff, then text you your login and team link.

03

Invite your closers

Paste every phone number and email. Each closer gets your link by text or email.

04

Track everything

Watch your closers join, buy and dial in Agency HQ. Your leader terms are in there too.

Register your firm

Story ads

Ads made for you, ready to post.

Agency HQ has story ads with your firm name and team link already on them. Download one, post it, and closers join right from your story.

Story ad: Ready to dial, with TaxClosers tax lead pack prices and a team link
Ready to dial
Story ad: They asked for tax help, with a sample tax lead card
They asked for help
Story ad: One signed case pays for the pack, comparing one lead to one client
One case pays for it
Story ad: Join my team, with three reasons to join and a team link
Join my team

Questions

Leader questions.

How does the team leader program work?

Register your firm, and once we approve it you get a leader login and your own team link. Everyone who signs up on your link joins your team. Your leader terms are inside Agency HQ.

Source: Team leaders

How do I register my firm?

Fill out the firm form with your name, firm name, your credential, how many callers you have and the states you work. We review firms and email you your login and team link.

Source: Team leaders

How do I invite my team?

In Agency HQ, paste every phone number and email, or upload a list. Each person gets your team link by text or email, and you can see who opened it, who joined and who bought.

Source: Team leaders

Do team leaders pay for the CRM?

Yes. Everyone pays for their own CRM: team members and team leaders. Leader HQ opens once your Team CRM plan is on. Start it within 3 days of making your leader account and it is $19.99 a month while it stays on. After that it is $49.99 a month.

Source: The TaxClosers CRM

One link for your firm.

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