Systems, Features, and Automations
that run Tax & Credit Industries
24/7 Support
Our 24/7 support is built for business owners who need real answers in real time. Whether you hit a tech roadblock, need help adjusting an automation, or want clarity on your CRM setup, our team is available around the clock via email, live chat, or Zoom.
LIVE TRAININGS
We don’t just hand you a CRM and wish you luck. Trillionlytics hosts live weekly trainings designed to help you fully understand your system and actually use it with confidence. Each session walks you through real features, real use cases, and smart ways to streamline your workflows so nothing goes to waste.
Match Your Brand
Your CRM is branded to your business, not ours. Everything reflects your logo, colors, and messaging so your business looks polished and established at every touchpoint. Clients experience a seamless, professional system built just for them, while your team works inside a platform that reinforces your brand credibility.
Done-For-You
Every account comes preloaded with a Tax and Credit snapshot, so you are never starting from a blank canvas. Your system includes automations, calendars, client intakes, contracts, engagement letters, email nurtures, websites, and funnels already built for tax and credit offices. This gives you a true office in a box, fully structured and ready to operate from day one.
Community
A built in community space that comes with preloaded courses to give you a head start while you train and manage your team in one place. Upload videos, host live sessions, create quizzes, and organize training content without using multiple platforms. You can also manage affiliate portals and internal resources, giving you one centralized hub for education, collaboration, and growth.
Structured Team Onboarding
Onboarding for PTIN holders, EROs, and service bureaus is handled in one structured system with intakes, scheduling, and digital agreements. Applications, calendars, contracts, and required documents are collected and organized automatically. This keeps your onboarding process consistent, professional, and ready to scale as your team grows.
AI Powered Ads
Create converting ads directly inside your CRM with built in AI support to guide copy and structure. Ads connect seamlessly to Google, Facebook, and Instagram so leads flow straight into your system. This AI ads feature does not count toward usage fees, giving you powerful ad creation without added costs.
Dashboards & Office Visibility
See exactly what is happening in your business at a glance. Track leads, appointments, active clients, and team activity in one place without micromanaging. Clear dashboards give you real visibility into performance so you can spot bottlenecks, make decisions faster, and stay in control of your office.
Communication & Payments
Calls, texts, emails, invoicing, and payments are all handled in one place. Every conversation and transaction is logged automatically so nothing gets missed or lost. This keeps client communication organized, payments flowing, and your office running smoothly without juggling multiple tools.
I would give Trillionlytics a 5 out of 5 stars! It’s extremely easy to use even if you’re not tech-savvy, it’s effective and I recommended it to all my clients
The campaigns are so simple & easy to create... It's unbelievable.
I have used different marketing automation platforms and Trillionlytics is now the best one I can recommend for beginners and SME.
Honestly, I was skeptical at first, but Trillionlytics has made my workflow so smooth. The automation alone saves me at least 10 hours a week. I don’t have to chase leads anymore; the system does it for me. Total game-changer for my credit repair business.
"What I love about Trillionlytics is that it’s simple but powerful. I’m not super tech-savvy, but I can run my business like a pro now. My clients get automated updates, my team stays organized, and I get to focus on closing deals instead of doing admin work."
Switching to Trillionlytics was the best move I made for my tax business. Before, I was juggling 5 different tools and still missing leads. Now everything is under one roof. CRM, automation, and even ads tracking. My clients are impressed with how organized I am.
One system. Unlimited potential.
Built for Real Tax and Credit Professionals.
With Trillionlytics Agency, you stop piecing together tools and start running your office with confidence. Your CRM includes unlimited contacts and team members, eliminating user limits and surprise upgrades as you grow. Everything you need lives in one system, cutting out multiple subscriptions and disconnected platforms. From unlimited intake forms, calendars, and web hosting to AI bots that schedule appointments, answer phones, and respond to texts, your office runs your way. You get real guidance when scaling, answers when you are stuck, and a system that is easy to understand and built to grow right along with your business.
ONYX
$49/mo
One branded CRM account
Ideal for solo tax or credit professional
*will be charged after 7-day free trial
Emerald
$97/mo
3 branded CRM accounts
Built for growing offices or multiple brands
*will be charged after 7-day free trial, additional accounts can be created once trial period is over
Platinum
$249/mo
Unlimited branded CRM accounts
1 Vacation Incentive Account
Built for Service Bureaus
*will be charged after 7-day free trial, additional accounts can be created once trial period is over
All plans include the full Trillionlytics system. The difference is how many accounts you can run and the level of expansion available.
frequently asked questions
Do we really offer 24/7 support?
Yes. Trillionlytics provides around the clock support so you are never stuck during tax season or growth phases. Whether you need help with your CRM, automations, or understanding how something works, support is available via chat, email, or Zoom. You get real guidance from people who understand tax and credit businesses, not generic tech support.
What if I already have an account?
That’s not a problem. If you already have an account, whether direct or white-labeled, we can transfer you into Trillionlytics so you can take advantage of our structure, training, and support. To get started, simply fill out the Transfer Form and select the plan that fits your business. Our team will guide you through the transition and help ensure everything is set up correctly.
How Secure Us My Customer Data?
Data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
Can I upload an outside snapshot?
Yes. If you have an outside snapshot you would like to use, simply click the support button inside your CRM and request assistance. Be sure to include the snapshot link in your request, and our team will upload it for you.
Can I Cancel My Account At Any Time?
Yes! You can cancel or pause the account at any time and you're also able to resume it again. No need to worry about obligations or contracts.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
Where data meets domination
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Office Hours
Mondays - Fridays: 9am - 5pm
Saturday - Sundays: Closed