TRMCRM (Tax Revenue Manager CRM) is the flagship marketing automation and client management platform of TMB Tax Bureau. It is a separate product from the tax preparation software.

Your tax software is your production tool — it prepares and files returns. TRMCRM is your business engine — it gets clients in the door, follows up with leads, manages your reputation, runs your marketing, and automates your workflows so your business runs even when you are not sitting at your desk.

Think of it this way: software helps you do the work. TRMCRM gets you the work to do.

The entry-level TRMCRM plan is currently in presale at $37/month. This is a limited-time introductory rate that will increase — lock it in now to be grandfathered at this price as long as your subscription remains active.

The $37 plan includes a temporary website, 3 business landing pages, basic marketing workflows, and the foundational tools to start getting clients in the door.

When the full platform launches, subscribers at the $37 rate will also receive access to the Revenue Marketing Manager Playbook — a 52-week fast-start guide with pre-recorded play-by-play instructions from TamikaMarie herself. That alone is worth more than the monthly fee.

Snaps are pre-built, industry-specific automation packages that plug into TRMCRM. Each Snap is a complete business setup — workflows, automations, forms, landing pages, email sequences, and client pipelines — pre-configured for your specific industry.

Instead of spending weeks building your CRM from scratch, you install a Snap and you are operational in a fraction of the time. We handle all the technical setup. You provide your business details and we configure it for your brand.

Available Snaps include:

* The 1040 Snap, 1040 Snap Pro, 1040 Snap Pro+ (tax professionals)

* The Corp Tax Snap

* The Credit Snap, Bookkeeping Snap, Payroll Snap

* The Notary Snap

* The Compliance Snap (fingerprinting & drug testing)

Snaps are available at subscriber pricing for TRMCRM members and at market rate for non-subscribers.

No. While TRMCRM was built with tax professionals in mind, the platform and our Snaps serve multiple industries. We currently have Snaps configured for tax professionals, credit repair, bookkeeping, payroll, notary and LSA, and compliance businesses including fingerprinting and drug testing.

The platform is fully customizable for any service-based business. If your industry is not listed, contact us — we can discuss whether a custom configuration is the right fit.

The Revenue Marketing Manager Playbook is a 52-week fast-start business growth guide created exclusively by TamikaMarie Smith. It is pre-recorded, play-by-play instruction covering every week of the tax business calendar — marketing campaigns, client retention, off-season revenue, and business development.

The Playbook is included exclusively with TRMCRM subscriptions. It is not sold anywhere else — not on Tax Pro University, not through any third party. It is a subscriber-only benefit.

Note: The 100 Days of Taxes Challenge — offered in connection with the RMM platform — is available for purchase separately through Tax Pro University.

The Partner tier is a $4,997 agency-level Snap designed for operators who want a fully configured, portable CRM build for their own agency or service bureau operations. It is the highest tier TMB offers and is not for everyone.

The Partner Snap includes tax pro workflows, intake forms, automations, template landing pages, email and SMS sequences, and an agency CRM page for tax software sales and tax pro onboarding. Everything beyond the core build is available as an upgrade.

Important: The Partner Snap is protected intellectual property. Partners are not authorized to resell or transfer the snapshot under any circumstances. This restriction is written into the Partner agreement. TMB will not provide support for unauthorized transfers.

If you believe the Partner tier is the right fit for your operation, book a discovery call. We self-qualify prospects to ensure mutual fit before moving forward.

Yes. The AI Employee is an industry-configured AI bot that handles inbound inquiries, answers FAQs, qualifies leads, books appointments, and manages routine client communications — 24 hours a day, 7 days a week.

Each AI Employee is configured for your brand with industry-standard FAQ responses specific to your business type. You provide your FAQ details, we handle the configuration and deployment.

The AI Employee is available as an add-on to any existing Snap or as a standalone add-on to your TRMCRM setup. It is also included in several Snaps — Credit, Notary, and Compliance.

The TRMCRM Marketplace is a standalone store where you can purchase Snaps, VA hour packages, AI bots, and automation tools. It is open to everyone — subscribers and non-subscribers alike.

The difference is pricing. Active TRMCRM subscribers receive exclusive subscriber pricing — significantly lower than the public rate — as a benefit of their monthly subscription. Non-subscribers pay full market rate.

This means one of the fastest ways to save money on your business tools is to become a TRMCRM subscriber first.

When you lock in your TRMCRM subscription at the current rate, that price is protected as long as your subscription remains active and in good standing. When TMB increases prices — and prices will increase before tax season — your rate stays where it is.

Important condition: Grandfather pricing is forfeited if your subscription is cancelled more than two times. After a second cancellation and reinstatement, your account re-enters at the current market rate at the time of reinstatement. There are no exceptions to this policy.

The simplest way to protect your pricing is to keep your subscription active year-round. Off-season dormant accounts are available at a reduced maintenance rate — ask us about that option before cancelling.