Welcome To Tax Dragon Plus
Support Portal
Please watch the videos or use a support option below.
SUPPORT
Email: contactus@taxdragonpros.com
Phone: (678) 562-154
Support Ticket: Use the submit ticket button above to send us a support ticket.
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media
Adding Users & Restricting Access
Download The App
Add A Domain
Add A Phone Number
Add A Voicemail
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
WEBSITE & FUNNEL BUILDER
Business Setup
Launchpad - Integrate Your Social Media
Adding Users & Restricting Access
Download The App
Add A Domain
Add A Phone Number
Add A Voicemail
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
Add a blog
Adding a blog entry
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Review Request
Automating Reviews
CHAT WIDGETS
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Field & Values
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Quickpay
Invoices
FAQ's
What are the key features of Tax Dragon Plus?
Key features include a CRM system, funnel builder, automation workflows, email marketing tools, SMS and voice call functionality, appointment scheduling, and membership site integrations.
How does Tax Dragon Plus differentiate from other marketing tools?
GoHighLevel stands out by offering a wide range of features specifically designed for agencies, such as white-labeling options, a unified dashboard for managing multiple clients, and built-in tools for both lead capture and follow-up.
Can Tax Dragon Plus replace other tools like Mailchimp or ClickFunnels?
Yes, GoHighLevel can replace multiple tools such as Mailchimp for email marketing and ClickFunnels for sales funnels due to its comprehensive set of features that handle both aspects, among others.
How often does Tax Dragon Plus release updates?
GoHighLevel frequently updates its platform to introduce new features, fix bugs, and improve overall performance. They actively take user feedback into account to make improvements and add functionalities that benefit their user base.
Can I integrate Tax Dragon Plus with other platforms?
Yes, GoHighLevel offers integrations with various platforms such as Zapier, which allows users to connect with thousands of other apps to enhance functionality.
Does Tax Dragon Plus have limitations on contacts or users?
The number of contacts and users you can have depends on the subscription plan you choose. Higher-tier plans typically allow more contacts, users, and sub-accounts, suitable for agencies managing multiple clients.
What are the key features of Tax Dragon Plus?
Key features include a CRM system, funnel builder, automation workflows, email marketing tools, SMS and voice call functionality, appointment scheduling, and membership site integrations.
How does Tax Dragon Plus differentiate from other marketing tools?
GoHighLevel stands out by offering a wide range of features specifically designed for agencies, such as white-labeling options, a unified dashboard for managing multiple clients, and built-in tools for both lead capture and follow-up.
Can Tax Dragon Plus replace other tools like Mailchimp or ClickFunnels?
Yes, GoHighLevel can replace multiple tools such as Mailchimp for email marketing and ClickFunnels for sales funnels due to its comprehensive set of features that handle both aspects, among others.
How often does Tax Dragon Plus release updates?
GoHighLevel frequently updates its platform to introduce new features, fix bugs, and improve overall performance. They actively take user feedback into account to make improvements and add functionalities that benefit their user base.
Can I integrate Tax Dragon Plus with other platforms?
Yes, GoHighLevel offers integrations with various platforms such as Zapier, which allows users to connect with thousands of other apps to enhance functionality.
Does Tax Dragon Plus have limitations on contacts or users?
The number of contacts and users you can have depends on the subscription plan you choose. Higher-tier plans typically allow more contacts, users, and sub-accounts, suitable for agencies managing multiple clients.
contactus@taxdragonpros.com
(678) 562-154
Need additional support? Feel free to reach out and get expert help!
CONNECT
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