Keep your tax office in rhythm.
TaxCadence Suite answers every call, books every appointment, and follows up with every client, so you can focus on returns. Built for tax offices. Live before January.
Client Portal & Document Requests
CadenceA secure client portal where clients upload W-2s, 1099s and every other document from their phone on a set cadence.
Client Onboarding
PreparedSmart intake questionnaires, screeners, and e-signed engagement letters so clients are ready before their appointment.
24/7 AI Receptionist
LiveAnswers every call and chat, books appointments, and hands anything involving advice or refunds to your team.
Every part of your front desk in cadence
Designed specifically for tax offices to eliminate bottlenecks during peak season.
Works alongside the tax software you already use, like Drake and TaxDome.
Client Portal & Document Requests
A secure client portal where clients upload W-2s, 1099s and every other document from their phone. Missing-document reminders go out by text and email on a set cadence until everything's in.
Client Onboarding
Smart intake questionnaires, dependents and deductions screeners, and e-signed engagement letters, so new clients are ready before their first appointment.
24/7 AI Receptionist
Answers every call and chat, day or night, even during February's call spikes. It books appointments on your live calendar, answers your office's common questions, texts back missed calls, and hands anything about tax advice, refunds or banking to your team.
Practice CRM & Automation
See every client's stage at a glance: Docs Requested → Received → In Prep → Review → Signed → Filed. Automated email and text follow-ups, invoices and online payments, and review requests that build your five-star reputation.
See what missed calls are costing you
Calculate the time and revenue preserved when every taxpayer call is answered and documents arrive on cadence.
Your office numbers
With document follow-ups running on cadence, you unlock capacity for approximately +223 additional returns per month.
Professionally Designed Websites That Convert Visitors Into Clients
We don't just build pretty pages. We engineer custom, lightning-fast tax office websites integrated with secure document intake, booking calendars, Stripe invoicing, and 24/7 Voice AI reception.
Sterling CPA & Tax Advisory
High-converting corporate tax website designed for CPAs and EA firms. Features 24/7 Voice AI reception, IRS Pub 4557 compliant document upload, and automated engagement agreement signatures.
A modern check-in kiosk for your tax office lobby
Replace the paper sign-in sheet with a branded tablet check-in. Clients walk in, confirm their appointment, flag missing documents, and your preparers are notified instantly.
Self-serve client check-in
Clients check in on a lobby tablet and join your queue in seconds.
Instant preparer alerts
The assigned preparer gets a text notification the moment their client is seated.
Document status flagged upfront
Check-in confirms whether W-2s and 1099s are already uploaded.
Welcome to TaxCadence
Tap below to check in for your appointment
Preparer notified · You're #2 in queue
Hear your front desk that never misses a beat.
Start a live call with the TaxCadence AI receptionist.
Chat live with our AI receptionist or click “Start Interactive Call Demo” for a live dialogue simulation.
Two plans built for tax offices
Start with the TaxCadence System foundation, or handle calls, follow-up, and marketing with TaxCadence AI Ultimate.
TaxCadence AI Ultimate
Best for busy offices that want calls, follow-up and marketing handled
Includes unlimited AI Employee and a $25 monthly usage credit. Phone, text and Voice AI usage beyond the credit is billed at cost to your account wallet.
TaxCadence AI answers questions from your office's own knowledge base and hands anything involving tax advice, refunds or banking to your team. It does not connect to IRS, bank or tax-preparation software data.