ATTENTION: tax professionals!!
"Run Your Tax Business Smarter, Not Harder: The CRM That Does It All!"
"Stop Wasting Time and Money—Discover the All-in-One CRM Built for Tax Preparers"
CLICK BELOW TO WATCH FIRST!
Revolutionize Your Tax Business with Our AI-Powered
CRM Platform
Are you tired of juggling endless tools, dealing with inefficiencies, and paying extra for features like DocuSign?
Whether you're a seasoned tax preparer looking to streamline your operations or a new professional building your business on a budget, our AI-powered CRM platform is your all-in-one solution.
This isn’t just software—it’s the future of tax preparation. Save time, cut costs, and impress your clients with cutting-edge tools designed specifically for businesses like yours.
Why Tax Professionals Are Switching to This CRM
The tax industry is rapidly evolving, and keeping up means embracing tools that let you work smarter, not harder. With our platform’s AI integration, multiple payment processing options, and eCommerce capabilities, you’ll have everything you need to deliver faster, more efficient service while growing your revenue.
In today’s fast-paced world, technology isn’t just an option—it’s a necessity.
With advanced AI tools, seamless automation, and all-in-one convenience, our platform helps you save time, grow faster, and deliver a client experience that’s second to none.
Artificial Intelligence is no longer just for big corporations. It’s for tax professionals like you who want to stand out, save time, and create a smoother experience for clients.
With AI Chat, AI Voice Bot, and the ability to purchase tracking phone numbers, we’re bringing cutting-edge tools to your fingertips—without the need for a tech degree.
What Makes Our CRM the Ultimate Game-Changer?
AI Chat and Voice Bots
AI Chat Bot: Never miss a client inquiry again. Our AI Chat Bot handles client questions, collects information, and even schedules appointments—24/7. It’s like having a virtual assistant that never sleeps.
AI Voice Bot: Imagine clients calling your business and being greeted by a friendly, professional voice bot that collects key details and routes calls efficiently. Your clients get quick answers, and you stay focused on preparing taxes.
Automated Appointment Booking
With the integration of AI Employee Appointment Setters, now you can let your clients book their own appointments with ease. Our system syncs with your calendar, reducing no-shows and saving you time.
Purchase Tracking Phone Numbers
Why It’s a Game-Changer: Keep your marketing efforts organized by assigning unique phone numbers to specific campaigns. Track which ads or promotions are driving calls, and adjust your strategy for better results.
New business owners, no more using your personal cell phone number. You can screen calls or have them forwarded directly to your AI Voice-Bot Employee to qualify before you talk to them.
Client Portal and Document Signing
A secure, easy-to-use portal for clients to upload documents, review returns, and sign forms electronically. Say goodbye to the back-and-forth hassle. (Note: we do not recommend we take the place of tax software for
Social Media Automation
Automate your social media posts and campaigns so you can focus on running your business while your online presence works for you. Our social media platform is integrated with AI, that can actually assist you in writing your content and schedule future posts to Facebook, Instagram, Youtube, LinkedIn, Pinterest, X(Twitter), Google Business Profile, and your Hosted Community. You can also upload and schedule posting of Youtube Shorts and Facebook Reels.
Email Marketing with AI Personalization
Send targeted emails that feel personal. Use AI to create custom messages that resonate with your clients, whether it’s a reminder to file taxes or a thank-you note. Have an old list run a reactivation campaigns bring life to past clients and get your business top of mind.
Custom Forms, Surveys, and Invoices
Easily create forms and invoices tailored to your needs. No more hunting for templates or wasting time on manual paperwork. Convert all your standard hard documents you have used for years into full digital documents that can be automatically sent to your clients after they have completed certain tasks. They can sign from their mobile and have your AI Voice Employee follow up with them.
Smart Analytics and Reporting
Get real-time insights into your business performance. Know what’s working, track client activity, and make smarter decisions with confidence. Now, we have the ability to customize dashboards that provides real time data on the health of your business
Why Tax Preparers Need AI and Automated Systems
Now More Than Ever!
Artificial Intelligence is no longer just for big corporations. It’s for tax professionals like you who want to stand out, save time, and create a smoother experience for clients. With AI Chat, AI Voice Bot, and the ability to purchase tracking phone numbers, we’re bringing cutting-edge tools to your fingertips—without the need for a tech degree.
More Transformative Features for Your Tax Business
No More DocuSign—Save Money and Simplify
Upload your existing PDF documents, transform them into fillable, signable forms, and send them directly to clients for electronic signatures.
Automate the entire process: from document creation to client signing and return delivery—seamlessly and affordably.
Say goodbye to third-party platforms like DocuSign and keep everything under one roof, saving you time and money.
Accept Payments Your Way
Streamline invoicing and get paid faster by giving clients options that work for them.
Offer your clients more flexibility with multiple payment processors, including:
Stripe Payments
Authorize.net
PayPal
NMI
Square
Manual Payments
Sell Digital and Physical Products with Built-in eCommerce
Expand your services with our eCommerce tools:
Sell digital products like tax prep guides, e-books, or online courses.
Offer physical products like branded merchandise or office supplies.
Manage inventory, process payments, and track orders—all from one platform.
Customizable Client Portal
Give your clients a secure space to upload documents, track progress, and access their returns at any time. Your clients will love the convenience, and you’ll love the time saved.
Lead Tracking and Smart Analytics
Track every lead, score them based on potential, and see detailed analytics to grow your client base more effectively. Stop guessing and start making data-driven decisions.
Loyalty Rewards, Smart Referral, and Reviews Automated System
Track every lead, score them based on potential, and see detailed analytics to grow your client base more effectively. Stop guessing and start making data-driven decisions.
Built for Tax Preparers, By Business Experts
We understand the challenges tax preparers face—tight deadlines, demanding clients, and fierce competition. That’s why we designed this platform to address your needs, whether you're just starting out or managing a growing team.
**How Our CRM Saves You Time and Money**
No More DocuSign Fees
Turn PDFs into signable documents and automate the entire process, eliminating the need for expensive third-party tools.
Streamlined Payments
Accept payments from multiple processors, giving your clients more options and reducing payment delays.
AI Automation
Accept payments from multiple processors, giving your clients more options and reducing payment delays.
eCommerce Revenue Streams
Diversify your income by selling digital and physical products with our easy-to-use eCommerce tools
Save on Tools, Work from One Platform
Why pay for five different tools when you can have everything in one place? From lead tracking to document signing and eCommerce, it’s all here.
Perfect for Tax Teams of Any Size
Whether you're a solo tax preparer or managing a growing team, our CRM is built to scale with your business. With unlimited users and unlimited contacts, you’ll never outgrow your system.
Make This Tax Season Your Best Yet
Imagine this:
1. Your AI Chat Bot is answering client questions and booking appointments while you sleep.
2. Clients are signing tax documents electronically without the extra cost of DocuSign.
3. Payments are coming in faster with flexible options like Stripe and PayPal.
4. You’re selling e-books, online courses, or branded merchandise with your eCommerce store.
5. All your marketing campaigns are running on autopilot, bringing in leads and growing your business.
This isn’t just possible—it’s happening right now for tax professionals who’ve made the switch to our platform.
Join the Tax Revolution Today
Don’t let outdated tools or extra fees hold you back. With our AI-powered CRM, you can save time, grow faster, and give your clients an experience they’ll rave about.
Click Below to Get Started Now!
Your business deserves the best, and your clients deserve the easiest tax experience. Let’s make it happen—together.
Extra Bonus Training Valued at $3997
Sales Funnel Development and Optimization Training
Our Sales Funnel Development and Optimization Training equips tax professionals with the skills and knowledge needed to build and manage high-performing sales funnels. Leveraging the powerful tools within our AI-Powered CRM, this training provides step-by-step guidance on creating funnels that attract, engage, and convert leads into loyal clients. Whether you’re new to sales funnel development or looking to optimize existing funnels, our training is tailored to help you achieve measurable results.
Social Media Ads and Marketing System Automation Training
Our Social Media Ads and Marketing System Automation Training is tailored for tax professionals looking to master social media marketing while automating their efforts for maximum impact. This hands-on training will teach you how to run high-performing ad campaigns, automate lead nurturing, and effectively manage your marketing system using our AI-Powered CRM. You’ll learn strategies that generate leads, increase engagement, and drive more clients to your tax services—all while saving time
AI Prompting and Leveraging Chat GPT Training
Unlock the power of AI with our AI Prompting and Leveraging ChatGPT Training. This program is designed to teach you how to use AI tools like ChatGPT to streamline communication, create engaging content, and automate repetitive tasks in your tax business. Whether it’s drafting marketing copy, responding to client questions, or generating ideas, you’ll learn to make AI work for you.
100 Business Operation SOPs (Standard Operating Procedures) Training
Our 100 Business Operation SOPs Training provides tax professionals with the tools to streamline and standardize their operations. You’ll learn how to implement detailed, proven SOPs that enhance efficiency, reduce errors, and allow you to scale your business smoothly. Perfect for growing teams or solo preparers looking to work smarter.
Loyalty Rewards and Smart Referral System Training
Boost client retention and referrals with our Loyalty Rewards and Smart Referral System Training. Learn how to set up and manage a rewards program that keeps your clients coming back while incentivizing them to refer friends and family. This training teaches you to leverage our CRM’s automation tools to create and manage loyalty and referral programs effortlessly.
Included Ongoing Credit for AI, Phone System, and Email Delivery
Phone System
475 outgoing calls, 780 receiving calls, 840 segments SMS Text Messages is included in each
monthly plan overages for is 0.021/min for outgoing calls, 0.0128/min for receiving calls, and 0.019/segment for SMS Text Messages
Email Delivery
10000 emails per month included overages are .001/email
Premium Trigger Actions
665 Workflow premium actions are included each month
Content AI
74075 words or 110 images are included each month
Work Flow AI
220 GPT 4/40 executions included
Conversation AI
335 Message included each month
WhatsApp Conversation
90 WhatsApp Conversations Included each month
Reviews AI (automated google reviews response)
85 Review Response are included each month
Domain Purchases (yes you can purchase domains inside our CRM)
$13 each domain purchased
Funnel AI (still in beta, but AI can build your sales funnels)
5 AI Funnels included each month
Weekly Live Technical Training & Community Support
Stay ahead of the curve with Weekly Live Technical Training and Community Support. This ongoing program is designed to provide you with live, hands-on guidance from our experts while giving you access to a supportive community of tax professionals. Whether you need help mastering a feature or want to learn new strategies, this training ensures you always have the resources to succeed.
Get started Today for Just **$137 Per Month**
Sign Up Below!
Note: AI, Email, and phone systems are monthly ongoing costs that are associated with doing business. There will be additional charges for going over the provided monthly credit limits. If you need more than the monthly allotment please reach out to [email protected]
Full List of All CRM Features with More To Come!
Unlimited Contacts
Unlimited Users Perfect for
Growing Tax Teams
Lead Management
Lead Scoring
Custom Form Builder
Custom Survey Builder
Memberships/Client Portal
Affiliate Program Tracking
Community Portal
Document Signing
Invoices
Calendars (Automated Booking Appointments)
Mobile Payments - Tap to Pay
Social Media Content Planner Automation
Website Builder
Funnels Builder
Multi-Platform Ad Builder (Facebook, Google, Youtube, Pinterest, Linked-In)
AI Integration (content & image creation)
Ecommerce Store
AI Chat Bot
AI Voice Bot Agents
Email Marketing and Automation
Centralized Conversation
Automated Appointment Booking
Call Tracking
Smart Videos
Tracking & Analytics
Reputation Management
GMB Integration & Management
Loyalty and Rewards
Smart Referrals and Reviews Automation
QR Code Generator and Scan Tracking
100 SOPs (Stand Operating Procedures)
GMB Rank Tracking
Google Analytics Alternative
Dashboards
Website Identity Resolution (get emails of website visitors without them opting -in)
Get started Today for Just - **$137 Per Month**
Sign Up Below!
Launch Price for Limited Time!
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