Practice CRM & Automation
Manage your entire tax office from one unified command center. Track returns in real-time, send automated prep invoices, and build a 5-star Google reputation.
Product Highlights
Eliminating the Bottleneck in Tax Preparation
Juggling spreadsheets, separate invoicing software, and manual phone lists causes lost returns and delayed payments. Our tax CRM unifies everything.
Engineered for Maximum Speed & Accuracy
Visual Tax Filing Pipeline
Drag-and-drop stages: 'Documents Uploaded' -> 'In Review' -> 'Ready to Sign' -> 'E-Filed'.
Automated Tax Prep Invoicing
Collect prep fees upfront or send automated Stripe invoices upon filing.
5-Star Google Review Engine
Automatically prompts satisfied taxpayers to leave 5-star Google reviews after service completion.
Multi-Channel Broadcasts
Send bulk tax deadline SMS broadcasts to all past clients before April 15 and October 15.
Simple 4-Step Process
1. Lead & Client Pipeline
Every taxpayer is tracked visually from first inquiry to completed return.
2. Automated Status Updates
Client gets automated text updates at each pipeline stage: 'Documents received,' 'In review,' 'Ready to sign,' 'Filed.'
3. Seamless Payment Collection
Taxpayer pays prep invoice online via credit card, Apple Pay, or ACH.
4. Automated Reputation Growth
Satisfied taxpayers receive automated review link, boosting local SEO rank.