Client and Portal Management

PATH Act and Start Ups
On Friday, December 18th 2015, the "Protecting Americans from Tax Hikes (PATH) Act was signed into law by President Obama. This law makes billions of ...
Wed, 2 Oct, 2024 at 9:51 AM
What is TMS (Tax Management System)?
TMS is all-in-one solution to manage tax credits. The TMS does the work for Clients to qualify, track, and claim tax credits and incentives for past...
Fri, 27 Sep, 2024 at 1:50 PM
Getting Past the Gatekeeper
Getting Past The Gatekeeper If someone believes you are important, they will treat you differently.  Use the steps below to ensure you are giving the ...
Tue, 24 Sep, 2024 at 3:46 PM
How Do I Follow Up On a Client?
Follow up is done from the Client Card in your Portal.  You will hear and see the term "Client Card" in multiple places. The Client Card is the re...
Mon, 6 May, 2024 at 11:51 AM
Premium Marketing Program
For those desiring more than the general marketing toolbox, we have made available some additional premium tools. These tools are provided at a smal...
Tue, 17 Sep, 2024 at 4:03 PM
How Do I Get Clients Started with Services?
The best way to get your Client started with services is to provide them your landing pages.  This will allow them to get set up with their Tax Management S...
Wed, 2 Oct, 2024 at 9:56 AM
How to Use Your Marketing Toolbox
Your Marketing Toolbox is essential to gaining new Clients and engaging your current connections. Be sure to login to your GMG Portal to access your Marketi...
Fri, 27 Sep, 2024 at 1:56 PM
How Can I Edit Contact Information for a Client?
Step 1- Login to the Portal at Portal.GMGSavings.com (use your assigned username and password)   Step 2 - Go to the My Clients Tab (upper right corner o...
Thu, 25 Aug, 2022 at 10:41 AM
How Do I Add a New Contact to a Client Card?
You may add a new contact to your Client Card by following the steps below.    Step 1- Login to the Portal at Portal.GMGSavings.com (use your assigned u...
Thu, 25 Aug, 2022 at 10:40 AM
Can I Delete a Lead or Client in the Portal?
The portal does not currently have an option for you to delete a lead or client. The best way to make these leads or clients not appear is to add an X o...
Thu, 25 Aug, 2022 at 10:02 AM