Call Tracking

Everything has a cost in business, and marketing is no different. Understanding the ROI of your marketing efforts is absolutely crucial in the tax industry, simply because, you don’t have much time!

Robust Reporting

Robust Reporting

Phone Routing

Phone Routing

 Track Each Call

Track Each Call

Listen-in to all calls

Listen-in to all calls

Now you have complete control over your entire marketing department!

Create and assign phone numbers to various marketing mediums to determine the most efficient method. Route calls to the necessary stores to aid the flow of traffic. Monitor the quality of your incoming phone calls, to ensure customer satisfaction stays high. All of these wonderful tools are included in TaxShield Software's CRM; control is at your fingertips!

What Can You Do with Call Tracking?


Track Each Call

See which form marketing channel calls originate from, duration, and other important metrics provided related to phone analytics


Listen in to all calls

Listen in to all calls for quality assurance and training purposes.

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Purchase Toll-Free and Local Numbers

Use TaxShield's CRM to track all of your calls! Knowing exactly how your marketing efforts are performing are essential to keeping marketing costs as low as possible

Route Calls In Real Time

Re-route the destination for call traffic once your acquired phone number is called. Choose from a specific number, or which office you'd prefer to receive the call.

Route Calls In Real Time

Tap In To Every Call

Once a phone call is completed, you are able to listen in on what your employees and customer conversations. Make sure the quality of your phone calls are top-tier.

Route Calls In Real Time
Route Calls In Real Time

Track Marketing Expenses

Measure phone call conversions from your search, digital, and offline marketing campaigns including PPC keywords.

Route Calls In Real Time

Set GEO Routing

Organize phone calls by zip codes so that when incoming calls come, they are directed to the appropriate office close to the client.

Automated Call Functions

Use our Multi-Touch CPL report to tie inbound call, text, and form data to ad spend data from Bing Ads, Facebook Ads, and Google Ads.

Route Calls In Real Time

Extensive Reporting

Look and see which marketing methods are working the best. The tax season is very short, so you need to know which method is working the best as soon as possible.

Route Calls In Real Time

You're in Control

Dictate which word coding you’d like for your phone numbers (ex. 901-XXX-4Tax or 1-800-Advance) Once your phone number is selected, simply access your Call Log, to visualize the performance of your marketing campaigns!

Improve your marketing and customer experience with TaxShield's advanced call tracking software

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Marketing Report

See in detail which forms of marketing are giving you the best ROI

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