Financial Gravity Launches SaaS Tax Operating System 2.0
June 17, 2021 at 06:00 am EDT
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Financial Gravity Companies Inc. announced the launch of Tax Master Network's Tax Operating System 2.0. Tax professionals understand proactive planning is the key to savings. For 16 years, Financial Gravity's Tax Master Network (TMN) subsidiary has helped users diagnose mistakes and missed opportunities that cost clients taxes they don't have to pay and produce a written "prescription" to avoid them. That left users responsible for "filling the prescription" and implementing recommendations. Last year, TMN rolled out a SaaS-based tool to automate those processes. The Tax Operating System works with a CRM system to load the forms, templates, email reminders, and documents into a single integrated tool. It comes bundled into TMN's "Advanced" and "Elite" levels. Version 2.0 moves the system to a more powerful SalesForce platform and automates even more tasks. TMN converts CPAs and EAs into Family Office Directors who provide integrated tax and wealth management services using Financial Gravity's proprietary planning and asset management platform. Members enjoy planning tools plus comprehensive marketing and technical tax training programs and resources.
Financial Gravity Companies, Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. It helps tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Its subsidiaries include Financial Gravity Asset Management, Inc. (FGAM), Financial Gravity Enhanced Markets, LLC (FGEM), Tax Master Network (TMN), and Financial Gravity Family Office Services, LLC (FGFOS). FGAM is a registered investment advisor (RIA) that provides asset management services to individuals and businesses. FGEM is an insurance marketing organization and provides insurance products and services to insurance agencies. TMN provides tax services, including its Tax Blueprint system, which identifies strategies for lowering the client's taxes. FGFOS is an RIA that offers financial planning, and wealth management services to clients through investment advisors.
FINANCIAL GRAVITY COMPANIES, INC. 
