START CLOSING MORE DEALS!
Convert
More Leads
Into Sales
Client Shield helps you capture, nurture, and close leads on autopilot through SMS, Email, Live Chat, Phone Calls, and more! Scroll down for more details.
Using Client Shield You Can
Autopilot for your Business through SMS, Email, Web Chat, Phone Calls, and much more!
Double Your Speed To Lead
Stop missing out on conversations!
Streamline all your communication in one place so that you can double your speed to lead and fill your pipeline!
Instantly Fill Your Calendar
Say goodbye to missed sales opportunities! Client Shield schedules appointments for you automatically so that you can close more deals!
Drive More Phone Calls
Automatically route calls and convert inbound leads to sales opportunities by connecting you directly with leads who want to talk right now!
Build SMART Nurture Campaigns
Automatically route calls and convert
inbound leads to sales opportunities by connecting you directly with leads who want to talk right now!
Gain Key Insights Into Performance
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!
Industry Leading Features
Generate high-quality leads effortlessly and boost your sales pipeline with our powerful Industry Leading Features.
7 Channel Automated Follow Up
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger.
Team Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
AI Appointment Booking
Use Client Shield to book appointments for you so that you can focus on what matters the most: closing deals.
Lead Round Robin
Automatically distribute leads between team members and track the progress on each lead.
Live Call Transfer
Automate repetitive marketing tasks, freeing up valuable time to focus on strategic initiatives and creativity.
Reminders
Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.
Communication Center
All of your communication in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and more!
Advanced Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.
Mobile App
Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Tools You Already Love With Our Custom Integration Via Zapier!
TESTIMONIALS
Join 3,800 + Client Shield Customers!
I would give Client Shield a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I recommend it to all my clients!
-Christian Kuzdub
Kuzdub Consulting
The campaigns are so simple & easy to create... It's unbelievable.
-Joel Karnston
Everton Consulting
I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME.
-Janiece Nicolette
Komo Consulting
Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
Starter
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
/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 Tax Businesses with multiple locations, service offerings, or business types.
$49/mo
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Client Shield Reseller
Unlock new revenue streams and accelerate your business growth with the power of Client Shield
$99/mo
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Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
(Plans are subject to usage billing where applicable)
Starter
(Best for Single offices)
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small 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
Seasonal Plan Available
Premium
(Best for Multiple offices)
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
$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
Client Shield Reseller
(Best for Enterprises)
Unlock new revenue streams and accelerate your business growth with the power of Client Shield
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand And Resell Platform
Right To Resell Complimentary Features
Reseller Training Platform
Affiliate System
Brand Development
Advance API Access
$100 Complimentary Usage Credits
Starter
(Best for Single offices)
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small 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
Seasonal Plan Available
Premium
(Best for Multiple offices)
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
$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
Client Shield Reseller
(Best for Enterprises)
Unlock new revenue streams and accelerate your business growth with the power of Client Shield
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand And Resell Platform
Right To Resell Complimentary Features
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
Client Shield 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 Secure Us My Customer Data?
In 2021, 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.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
How Do I Get Started?
Sign up for a Demo and see how easy our services make business management. We hope you'll join us once you see how can boost your business.
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.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
Ready To Close More Deals?
Schedule A Demo Now!
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