Grow Your Tax Business with Our All-in-One Sales & Marketing Suite

With RightWay GO you can eliminate costly marketing agencies, ineffective courses, and software that aren't tailored to the tax industry. Attract more clients, assert your dominance, and effortlessly lead your market.

Turn More Leads into Sales!

RightWay GO helps you effortlessly capture, nurture, and close leads through SMS, email, live chat, phone calls, and more—all without the hassle of juggling multiple expensive software solutions.

Accelerate Your Lead Response

Timing is key when converting leads. With automation, you can drastically improve your response time, keeping all your communications in one simple system. Don't miss out on valuable opportunities—stay ahead of the game by connecting with leads faster and driving your business forward.

Keep your

calendar Filled

Say goodbye to missed sales opportunities! RightWay GO guides new and previous year clients to schedule appointments with you automatically, so that you can close more deals without lifting a finger!

Build relationships

through conversation

Consolidate all your communication channels in one convenient location! Our robust two-way communication, dialer, and contact management systems make nurturing leads into clients easier than ever. Effortlessly route calls and convert incoming leads into sales opportunities by connecting directly with prospects eager to engage. Available on both desktop and mobile for your convenience

Nurture & Reactivation Campaigns

Get up to an 80% response rate from your leads and customers with easy-to-use RightWay GO automation campaigns that interact across multiple channels like SMS, email, and voicemail drops! Campaigns are powerful tools for nurturing new leads into clients, and old clients into returning customers.

Funnels & Websites

Effortlessly kickstart your marketing initiatives with our pre-designed funnel and website templates tailored for the tax industry. With RightWay GO's intuitive drag-and-drop builder, you can easily craft stunning, high-converting landing pages directly on your domain.

Easy Invoicing & Contracts

With RightWay GO, you can effortlessly create, track, and send invoices through text or email, making payment collection seamless. Additionally, you'll have access to professional contract and engagement letter templates to ensure secure payment for your services!

Track,
Automate & Scale

With RightWay GO, you can effortlessly track the lifecycle of every lead through opportunities and pipelines. Our powerful workflows allow you to easily create automated follow-up campaigns for any lead, prospect, or client, all in one central location. File more returns or sell more software by reclaiming hours lost to repetitive and tedious tasks.

Social Media & Reputation Management

With our social planner, you can effortlessly draft, preview, and post content instantly or schedule it for the future across Facebook, Instagram, LinkedIn, and Google. Experience exponential growth by leveraging our reputation management systems to generate and respond to reviews on Google and Facebook, all while easily sending review requests to your clients with just one click!

Training & 24/7 Priority
Support

Upon enrollment, you'll gain access to our video training portal, offering step-by-step walkthroughs to help you and your team get accustomed to the platform.

Need help? Simply click the “Chat” window in the bottom left corner of the RightWay GO dashboard to connect with our support team.

Industry Leading Features

7 Channel Automated Follow-Up

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB Messenger ,and Whatsapp.

AI Appointment Booking

Use RightWay GO AI Tools to book appointments for you so that you can focus on what matters the most: closing deals.

Auto Dialer + Live Call

Transfer

Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar or use the auto dialer to follow up with leads!

Tax CRM

Efficiently manage all your clients with our robust CRM! Organize them by engagement levels and customize services with tailored tax pipelines.

Mobile App

Close prospects on the go with our mobile app, respond to leads, track statuses, complete reminders, and more.

Team Management

Work as team members to see the system how they see it, track progress, set up campaigns, and more.

Text To Pay

Enable seamless and secure transactions by allowing clients to pay their invoices directly via text messages, enhancing convenience and accelerating your payment processing.

Auto Reminders

Gone are the days of missed consultation appointments! RightWay GO's automated reminders allow you to focus on what truly matters—closing deals.

Advanced Reporting

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.

Seamless Integration

With 100+ Tools

Easily integrateRightWay GO with the tools you already use and love through custom integrations and Zapier!

Join Thousands Of Happy RightWay GO 

Customers

"Before joining Rightway, I had used two other software vendors. Switching to Rightway was the best decision I have ever made. I have been with them since the beginning and can not imagine going through tax season without this team on my side."

Tina

Dyersburg TN

"RightWay is the most current, innovative, and passionate approach to the tax industry. This is not just a company, they are family! I truly believe that in an ever changing industry such as ours, it is extremely refreshing to team up with a community that isn't afraid to rub shoulders with the small guys and assist them in becoming successful."

Obi & Belinda

Deland FL

"RightWay is not just a software company, they bring so much...to the table. They are always trying to find ways to help their clients earn more money, even after tax season....Their main priority was making sure that I was successful. You will not find that from any other software company!"

Keesha

Houston TX

Flexible Pricing Options to Suit Your Needs

(Plans are subject to usage billing where applicable)

(Plans are subject to usage billing where applicable)

Starter

Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.

Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.

$79

$79

/MONTHLY

/MONTHLY

  • Tax Preparation OR Service Bureau Systems

  • 1 Location

  • 2500 Contacts

  • 10 Users

  • Opportunities & Pipeline Management

  • Calendar System & Automations

  • Email & Text Marketing

  • 2 Way Conversation ( 7 Channel)

  • Social Planner

  • GMB Call Tracking

  • Websites & Blogs

  • CRM

  • Dialing System

  • Call Recording

  • Survey & Form Builder

  • Funnel Builder

  • Text To Pay

  • Chat Widget

  • Workflows

  • Proposals & Estimates

  • Reputation Management

  • Mobile App

  • 24/7 LIVE Support

  • $10 Complimentary Usage Credits

Premium

Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for EROs with multiple locations or service bureaus with ERO services.

$249

$249

/MONTHLY

  • Everything In Starter +

  • Tax Preparation & Service Bureau Systems

  • 3 Locations

  • Unlimited Contacts & Users

  • Memberships & Courses

  • Communities

  • All Reporting

  • $25 Complimentary Usage Credits

RightWay GO Reseller

Unlock new revenue streams and accelerate your business growth with the power of RightWay GO

Talk To Sales

  • Everything In Premium +

  • Dedicated Account Manager

  • Right to Rebrand And Resell Platform

  • Right To Resell Complimentary Features

  • Right To Resell Complimentary Services

  • Reseller Training Platform

  • Affiliate System

  • Brand Development

  • Advance API Access

  • $100 Complimentary Usage Credits

Compare Our Plans

Explore transparent pricing options, feature breakdowns, and select the best value for your investment.

Starter

  • Single Account - Setup 1 Starter Account

  • Full Online Booking, Pipelines, Funnels, Workflows, And More!

  • Nurture & Close Leads Into Customers

  • All The Tools To Capture More Leads

  • Reputation Management

  • API Access - Integrate With Anything

  • Websites, Blogs & Social Planner

  • 24/7 LIVE Chat Support

  • Unlimited Contacts & Users

  • All Reporting

  • Memberships, Courses & Communities

  • Unlimited Sub-Accounts

  • Branded Desktop App

  • Reseller Rights

  • Brand Development

  • Affiliate Management System

  • Advanced API Access

  • Dedicated Account Manager

Premium

  • Single Account - Setup 1 Premium Account

  • Full Online Booking, Pipelines, Funnels, Workflows, And More!

  • Nurture & Close Leads Into Customers

  • All The Tools To Capture More Leads

  • Reputation Management

  • API Access - Integrate With Anything

  • Websites, Blogs & Social Planner

  • 24/7 LIVE Chat Support

  • Unlimited Contacts & Users

  • All Reporting

  • Memberships, Courses & Communities

  • Unlimited Sub-Accounts

  • Branded Desktop App

  • Reseller Rights

  • Brand Development

  • Affiliate Management System

  • Advanced API Access

  • Dedicated Account Manager

RightWay Go Reseller

  • Single Account - Setup 1 Reseller Account

  • Full Online Booking, Pipelines, Funnels, Workflows, And More!

  • Nurture & Close Leads Into Customers

  • All The Tools To Capture More Leads

  • Reputation Management

  • API Access - Integrate With Anything

  • Websites, Blogs & Social Planner

  • 24/7 LIVE Chat Support

  • Unlimited Contacts & Users

  • All Reporting

  • Memberships, Courses & Communities

  • Unlimited Sub-Accounts

  • Branded Desktop App

  • Reseller Rights

  • Brand Development

  • Affiliate Management System

  • Advanced API Access

  • Dedicated Account Manager

Frequently Asked Questions

What kind of support do you provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

How Do I Get Started?

Sign up for a Starter of our Premium or Reseller plan and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.

How Secure Us My Customer Data?

In 2024, 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.

How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

Can I Cancel My Account At Any Time?

You can cancel at any time. 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 custom API and webhooks to automate between over 2000 other applications with ease.

Ready To Close More Deals?

Schedule a Demo Now!