Tax CRM - AI-Powered Tax Workflow & Client Management

Everything a Tax Practice Needs

From client onboarding to return delivery — all automated, all intelligent.

AI Tax Chatbot

Answer client tax questions instantly, 24/7. Trained on IRS guidelines, deductions, and filing deadlines so you don't have to be on-call.

Voice Assistant

Clients can call in and speak with your AI voice agent to check return status, upload documents, or get answers — no hold times, no voicemail.

Smart Document Collection

Automatically request W-2s, 1099s, and supporting docs via chat or SMS. Clients upload right from their phone — no portal logins required.

Tax Workflow Automation

Build step-by-step workflows for each return type. Automatically trigger reminders, status updates, and approval requests at every stage.

Client Management CRM

Track every client's filing status, document checklist, communication history, and deadlines in one unified view. Never lose a thread.

Deadline & Compliance Dashboard

Visual overview of all upcoming deadlines, extension filings, and IRS notices across your entire client base. Stay ahead, never scramble.

What Tax Professionals Say

CPAs, EAs, and tax preparers rely on Tax CRM to manage their busiest seasons.

Michael Chen, CPA

Owner, Chen Tax Group

"The AI chatbot handles 80% of the repetitive client questions during tax season. My team can actually focus on complex returns instead of answering 'where's my refund?' all day."

Sarah Patel, EA

Enrolled Agent, Patel Tax Services

"Document collection used to be my biggest bottleneck. Now clients get an automated checklist and upload directly through chat. We close returns 3 weeks faster than before."

David Rodriguez

Managing Partner, Rodriguez & Associates

"The voice assistant is a game-changer for our Spanish-speaking clients. They can call in, speak naturally, and get real answers. Client satisfaction scores went up 40% this tax season."

Built for the Full Tax Lifecycle

From first contact to filed return, every step is streamlined.

AI Chatbot & Voice for Tax

Deploy a tax-trained AI assistant on your website and phone line. It knows deductions, deadlines, and IRS processes — so it can handle clients while you focus on complex work.

IRS deadline reminders and extension guidance
Voice call intake and return status updates
Multilingual support for diverse client bases
Seamless handoff to your team when needed

Smart Tax Workflow Engine

Define your firm's preparation process once. Tax CRM automates follow-ups, document requests, approval steps, and client notifications at every stage — from intake to e-file.

Drag-and-drop workflow builder for each return type
Automated client nudges for missing documents
E-signature collection and approval routing
Return delivery and payment collection automation

Simple, Transparent Pricing

Scale with your practice. No setup fees, cancel anytime.

Starter

Solo preparers & small firms

$0 /month

Up to 50 clients
AI chatbot (100 conversations/mo)
Document collection workflows
1 team member

Get Started Free

Professional

Growing tax practices

$49 /month

Up to 500 clients
Unlimited AI chatbot conversations
AI voice assistant (phone line)
Advanced workflow automation
5 team members
E-signature & payment collection

Start Free Trial

Enterprise

Large firms & franchises

$199 /month

Unlimited clients
Custom AI training on your tax knowledge base
White-label & custom branding
Unlimited team members
Dedicated account manager & onboarding

Contact Sales

Ready to Modernize Your Tax Practice?

Join thousands of tax professionals saving 10+ hours a week with AI-powered workflows and client automation.

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Tax Preparation, Reimagined with AI