Elevate Your Tax Firm with TME360

TME360 is your one-stop-shop for making client engagement a breeze. Check this out:

All in One Place: Who doesn’t love being organized? With TME360, all your client info, including contacts, communication history, and vital docs, are neatly tucked away in one place. Wave goodbye to frantic searches for client data.

Set It and Forget It: Automated follow-ups and appointment reminders are like your personal assistants. They keep the communication flowing with clients, without you lifting a finger. Less hassle, more hustle!

Scheduling Made Easy: Clients can book appointments with you like a pro. They see when you’re free and pick a time that suits them. It’s as easy as pie and makes everyone’s life a bit sunnier.

Get Personal, but Keep It Classy: Use the data at your fingertips to send messages that hit the right note. Birthday wishes or tailor-made tax reminders – your clients will feel like they’re getting the VIP treatment.

Smooth Sailing Through the Sales Funnel: TME360 is like your personal GPS through the sales journey. Set up custom workflows, and it’ll guide your leads from “just looking” to “shut up and take my money”.

Keeping an Eye on the Prize: With TME360, you’re not just winging it. Track how you’re doing with clients and get the low-down on engagement levels. Use that wisdom to up your game.

In a nutshell, TME360 is like having a super-smart, ultra-efficient sidekick for your tax firm. It helps you stay on top of things, keep clients happy, and make every interaction count. Sounds like a win-win, right?

Capture More Leads, Effortlessly: With TME360's Sales Funnel Automation, never miss a potential client again. Our intuitive forms and landing pages make it easy for prospects to reach out, increasing your lead generation without any extra work on your part.

No More Cold Feet: You know when leads are interested but not ready to commit? TME360’s got your back. With automated email sequences, you can keep the conversation going and warm them up. It’s like dating – sometimes, you need to take it slow.

Tailor-Made Journeys: Not all leads are created equal. TME360 lets you create custom paths for different types of leads. Think of it as a personal tour guide that knows exactly what each lead wants to see.

Always on Time: Timing is everything. TME360 ensures that your leads get the right message at the right time. It’s like having a sixth sense for when they’re ready to take the next step.

Track and Optimize: What’s working? What’s not? TME360 is like your personal detective, helping you track how leads move through the funnel. Use this intel to optimize and make your funnel even more irresistible.

Seal the Deal with Ease: When leads are ready to become clients, TME360 makes it as smooth as butter. Automated proposals, contracts, and onboarding – it’s like rolling out the red carpet for your new clients.

So, in essence, Sales Funnel Automation in TME360 is like having a supercharged sales team working 24/7. It attracts, nurtures, and converts leads, while you focus on doing what you do best – being a tax whiz. And who doesn't want that kind of teammate?

TME360 offers rock-solid support and training to make sure you hit the ground running. First off, we've got your back 24/7. You can reach out to our fantastic support team through live chat, support tickets, or even Zoom if you're more of a face-to-face kind of person. And guess what? Our average response time in chat is under 5 minutes – we're all about saving your time! Need some self-help resources? No worries, we have a knowledge base and support library packed with info and interactive guides. And if you fancy a Zoom call for support, we’re happy to hop on.

Absolutely, you can! TME360 loves making friends with other tools and software. Thanks to our integration with Zapier, TME360 can play nice with thousands of popular tools that your tax firm might already be using. Whether you're into project management apps, email marketing tools, accounting software, or anything else, Zapier helps TME360 fit right into your workflow. It's like giving TME360 the keys to your toolshed, making sure all your favorite tools work together seamlessly. So, you can focus on doing your tax wizardry, while TME360 and your other tools take care of the rest.

Absolutely, you can! TME360 is all about fitting into your world. We understand that every tax firm has its unique quirks and needs, and we've built TME360 with that flexibility in mind.

Here's how you can customize TME360:

DIY Customization: TME360 is not a one-size-fits-all solution. With our flexible templates, you can customize the platform to mirror your firm's unique needs and workflow, saving you time and making your processes more efficient..

Tailored Setup Program: If you'd rather have a helping hand, we've got you covered. Our team can work with you to build your perfect version of TME360. Think of it as having a personal stylist for your software. We'll get to know your tax firm, understand your needs, and tailor TME360 to fit you like a glove.

In short, whether you want to get hands-on with your customization or prefer expert assistance, TME360 is ready to adapt to your tax firm's unique needs. It's your tool, your way.

You bet, happy to explain! Here's the scoop on our 30-day free trial:

Getting the Trial: To get your hands on the 30-day free trial, all you need to do is fill out the form on this page. Once we receive your request, we'll get you set up.

Kick-Off: The countdown on your 30-day free trial only starts once a member of our team grants you access to TME360. That means you have a full month from the moment you step foot into TME360 to take it for a spin.

The Trial: During the trial, you'll have full access to TME360. You can input your data, play with features, and see how it can revolutionize your tax firm. It's like a test drive, but for a whole month and with a software.

Endgame: Towards the end of your trial, a member of our team will reach out to you. We'll chat about how the trial went, answer any questions you might have, and discuss next steps. You can choose to continue with a paid subscription, request any add-ons, or cancel your trial.

So, the 30-day free trial is a no-strings-attached way for you to experience the magic of TME360. Try it, test it, love it!

Absolutely, you can! At TME360, we know how important your existing client data is, and we've made it super simple to bring it along with you. You can easily import your client data into TME360 from various file formats including Excel and CSV.

Just think of it like moving into a new home - you wouldn't leave all your favorite belongings behind, right? With TME360, you can pack up your client data from your old system and move it right in. So, from day one, you'll feel right at home with all your important information right where you need it.

And don't worry, if you need help with the move, our stellar support team is ready to lend a hand. After all, moving day is always easier with a little help from your friends!

Absolutely, you can! With TME360, generating and sending invoices is a breeze. You can easily create professional-looking invoices right within the platform, tailored with your firm's branding and details. Once they're ready, send them directly to your clients' inbox with just a few clicks.

No more switching between multiple systems or manually tracking payments. With TME360, it's all in one place, saving you time and keeping your invoicing process smooth and efficient.

So, whether you're billing for one-off projects or recurring services, TME360's invoicing feature has got your back. It's just another way TME360 makes managing your tax firm a whole lot easier!

Sure thing, let me lay it out for you! At TME360, we're all about providing top-notch support when you need it.

Here's how we're here to help:

24/7 Support: That's right, round the clock support at your fingertips. You can reach out to our fantastic support team through live chat, support tickets, or even Zoom if you prefer a more personal touch. Plus, our average response time in chat is under 5 minutes, so we're quick on our feet.

Self-Service Support: If you're the DIY type, we've got a comprehensive knowledge base and support library stocked with helpful resources and interactive user guides. Whether you're looking for a quick answer or wanting to learn at your own pace, it's got you covered.

Zoom Support: Need a little face-to-face time? No problem. We're more than happy to hop on a Zoom call to help you out. Your clients will be thrilled with the level of customer service you're able to provide.

So, whether you've hit a snag or just have a question, our support team is ready and waiting to lend a hand. With TME360, you're never in it alone.

Absolutely, you can! At TME360, we believe in giving you total control over your subscription. If you ever decide to part ways with us (though we'd hate to see you go), you can cancel your subscription at any time. And don't worry, there's no cancellation fee.

When you cancel, your access to TME360 will continue until the end of your paid subscription period. Once your paid days are up, your access will be revoked. So, it's like a hotel stay - you can check out any time you like, but you can stay until the end of your paid period.

In short, with TME360, you're in the driver's seat. You can come and go as you please, with no strings attached. After all, that's how it should be, right?