Tax resolution firms run on speed: a taxpayer calls, a rep qualifies them, an engagement letter goes out and the case moves to case management. We set up Salesforce for that path, connected to your phones, texting, e-signature and Logics, so reps sell from one screen and the case team gets clean data.
900+ integrations completed · Salesforce partner · We sign BAAs
Sound familiar?
The reps are on the phone. The systems around them are not talking to each other.
Calls and form fills arrive without the ad or page behind them, so marketing spend cannot be judged.
Reps enter the client in the CRM, then the case team types it again into Logics.
Fees, payment plans and services are copied into a template, and mistakes go out for signature.
Forms 2848 and 8821 retyped for every client and spouse, with business details added by hand.
Nobody knows which letters are still waiting for a signature until the client goes quiet.
What we build
Click through each step to see what we build in Salesforce.
Step 1 · Lead
Taxpayers call, fill in forms, chat and text. Each of those has to land on one lead with its source, fast.
What we build
Who it helps
Every call, form, chat and text on the lead, texting from Salesforce, and letters and forms built from the record.
Dashboards by rep, pending signatures each week, and retainers by owner and month.
Signed clients in Logics with their notes and spouse details, and no retyping.
The source of every lead, and Google Ads click data on the record.
Systems we connect
Case management: clients and PDFs sent from Salesforce, case details and status back
Native Salesforce integration set up and extended, with the source on every call
Inbound and outbound calls logged on the lead with recordings and call outcome
Texts from Salesforce, per-rep numbers and inbound alerts
Engagement letters and IRS forms sent for signature from Salesforce
E-signature from Salesforce
Click data on the lead, and conversions back to the ads
Website chat on the lead with tracking
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
Tell us how taxpayers reach you and how a case gets opened. We walk one lead through and give you honest advice.
Priced by project, not by the hour. You approve the scope and the quote before we start.
Built in a sandbox, with your history moved in and created dates kept, and tested before your reps use it.
Your team trained, backups set up, and changes made as your process changes.
On a free call we follow one lead from the first call to a signed engagement letter and an open case, and show you where data gets retyped or lost.
Yes. We connect Salesforce to Logics through its API: clients and PDFs sent over from Salesforce, and case details and status brought back.
Yes. We build the engagement letter from the opportunity, with services, fees and a payment schedule, then send it for signature.
Yes. Personal and business versions are prefilled from the record, including spouse and business details.
Yes. Our Send SMS widget works with Sakari, with each rep on their own number and inbound texts saved to the lead.
Yes. We upload your history with the original created dates and activities kept.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
