TAP-OS
TAP-OS Playbook
The in-depth guide to every part of TAP-OS. Search it, or pick an area below.
CRM: contacts, pipeline & teamwork
Everyone in your business lives here — clients, past clients, lenders, attorneys and vendors.
Transaction Management
Every listing and deal gets one file with five tabs, so nothing lives in your head.
Task Manager & Task Plans
One list for everything due today, and the plans that fill it for you.
Projects & Events + the Master Calendar
Plan open houses and client events on a timeline, and see your whole business on one calendar.
Reporting & accountability
Four tabs that tell you whether today's activity supports this year's income.
Vision & Traction (EOS)
Set the vision, break it into 90-day Rocks, watch weekly numbers and solve issues every week.