Tax Master Network Inc. (TMN), a Financial Gravity Companies portfolio company, announced the launch of TMN’s Automated Tax Operating System tool.
Tax professionals and financial advisors understand that proactive planning is the key to paying less tax. For 15 years, TMN has offered a unique planning tool that diagnoses the mistakes and missed opportunities that cost clients taxes they don’t have to pay and produces a written “prescription” to produce savings. That left tax advisors responsible for “filling the prescription” and implementing those recommendations.
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Now TMN is rolling out a new SaaS-based system that automates all those complex processes. The new Automated Tax Operating System works with a powerful CRM system to load all the forms, checklists, templates, email reminders, and other documents into a single integrated tool. Tax professionals using the system, which comes bundled with Tax Master Network’s “Advanced” and “Elite” membership levels. “This new system will save hours of staff time that used to go into coordinating different tasks in different systems,” said Tax Master Network CEO Ed Lyon. “They’ll also avoid costly mistakes and ‘dropped balls’ that could cost clients aggravation and IRS penalties,” he continued.
The TMN includes CPAs, EAs, and financial advisors who understand the central role tax planning plays in financial services. Members enjoy several SAAS-based planning tools, plus a comprehensive suite of marketing and technical tax training programs and resources.
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