Complete Systems, Features & Automations
Everything you need to run a thriving tax and credit office, all in one intelligent platform built for growth.
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.
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.
Done-For-You
DFY Support is available for small projects to help you Build Your System without the stress of doing it all yourself. Our team can step in to handle small buildouts and improvements so your CRM continues working for your business while you stay focused on growth.
Community
A built-in community space that comes with preloaded courses to give you a head start. Upload videos, host live sessions, create quizzes, and organize training content without using multiple platforms. 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.
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. No added usage fees.
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. Clear dashboards give you real visibility into performance so you can spot bottlenecks and make decisions faster.
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.
One system. Unlimited potential.
Built for Real Tax and Credit Professionals
ONYX
or $490/year
1 Branded Account
Who It's For
Solo practitioners and small tax offices starting their digital transformation
Account Structure
Single branded CRM account with full client management capabilities
Operational Capacity
Unlimited active clients with unlimited historical records
Unlimited team members with role-based access
Unlimited forms & intake workflows
Unlimited client-facing sites
Includes
✓24/7 Support
✓Live Trainings
✓Match Your Brand
✓Done-For-You
✓Community
✓Dashboards & Office Visibility
✓Communication & Payments
Best Fit
Tax practitioners, credit counselors, and small offices ready to centralize their business
EMERALD
or $970/year
3 Branded Accounts
Who It's For
Growing tax and credit offices with multiple service lines or team leaders
Account Structure
Three branded CRM accounts for separating services, departments, or teams
Operational Capacity
Unlimited active clients per account with unlimited historical records
Unlimited team members per account with role-based access
Unlimited forms & intake workflows
Unlimited client-facing sites
Includes
✓24/7 Support
✓Live Trainings
✓Match Your Brand
✓Done-For-You
✓Community
✓Structured Team Onboarding
✓AI Powered Ads
✓Dashboards & Office Visibility
✓Communication & Payments
Best Fit
Established offices with multiple service offerings or growing teams needing operational flexibility
PLATINUM
or $2,490/year
Unlimited Branded Accounts
Who It's For
Enterprise-scale tax firms, EROs, service bureaus, and multi-office operations
Account Structure
Unlimited branded accounts for complete operational freedom across locations or verticals
Operational Capacity
Unlimited active clients per account with unlimited historical records
Unlimited team members per account with role-based access
Unlimited forms & intake workflows
Unlimited client-facing sites
Includes
✓24/7 Support
✓Live Trainings
✓Match Your Brand
✓Done-For-You
✓Community
✓Structured Team Onboarding
✓AI Powered Ads
✓Dashboards & Office Visibility
✓Communication & Payments
Best Fit
Large enterprises, multi-office networks, EROs, and service bureaus requiring maximum scale and customization
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.
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
Office hours:
Mondays - Fridays: 9am - 5pm
Saturday - Sundays: Closed