Stop losing clients to
poor follow-up.
While competitors let leads go cold, RA-Premium keeps you top-of-mind — automatically.
Never miss a lead again
Automated outreach contacts prospects within minutes via SMS, email, and phone. Consistent, professional communication — without lifting a finger.
Book appointments while you sleep
Clients schedule their own consultations 24/7 through your branded booking page. Smart reminders cut no-shows by 70% and keep your calendar packed.
Manage every conversation
Calls, texts, emails, and chats in one organized inbox. Know exactly what was discussed — and when to follow up next.
See what's working
Visual dashboards reveal which marketing channels bring in the most clients and revenue. Stop guessing — invest where it pays off.
smart reminders
your branded page
one business day
Zapier & open API
Your practice,
marketed beautifully.
Build websites that actually work
Create professional sites using proven tax-industry templates. Our builder makes it simple to showcase your services and convert visitors into paying clients.
Included in every plan →Stay active on social media
Plan and publish content across Facebook, Instagram, and LinkedIn with built-in scheduling tools. Build trust and credibility in your community all year round.
See the social planner →Collect reviews automatically
Turn satisfied clients into five-star reviews on Google and Facebook. Our system makes leaving feedback effortless — and helps you respond professionally.
Grow your reputation →Get paid instantly
Send invoices through text or email with one-click payment. Clients pay immediately — instead of making you wait weeks for checks.
Try Text-to-Pay →Everything you need,
nothing you don't.
Your whole practice,
in your pocket.
Manage conversations, appointments, and payments from anywhere — so tax season never chains you to a desk.
- Reply from anywhereCalls, texts, emails and chat in one mobile inbox.
- Calendar on the goSee bookings, confirm appointments, cut no-shows.
- Get paid instantlySend Text-to-Pay invoices and watch payments land live.
Simple, transparent pricing.
No setup fees. No long-term contracts. Cancel anytime.
See your exclusive discount at checkout·Pay-with-Tax-Prep-Fees plans available
- Everything to run & grow
- Phone calls, dialer & 2-way SMS/email
- CRM, pipelines & opportunities
- Websites, funnels, forms & blogs
- Missed-call textback & web chat
- Invoicing, Text-to-Pay & proposals
- Workflows, campaigns & social planner
- Reputation & GMB management
- Everything in Starter, plus
- Memberships & course portal
- Communities & client portal
- All reporting & analytics
- Affiliate manager
- Certificates, quizzes & QR codes
- Everything in Platinum, plus
- 3 locations included
- Dedicated support channel
- Dedicated account manager
What makes us
different.
- Tax industry focusBuilt specifically for tax professionals — not generic businesses.
- Flexible commitmentMonth-to-month billing with no long-term contracts required.
- Quick implementationMost offices are up and running within one business day.
- Dedicated supportReal people who understand tax-season challenges, 24/7.
- Measurable resultsTrack ROI with detailed analytics on every marketing dollar.
Loved by tax pros
coast to coast.
Questions,
answered.
Everything you need to know before getting started. Still unsure? Our 24/7 team actually understands tax businesses.
Choose your plan, sign up, and access your dashboard instantly. We provide setup wizards, tax-specific templates, and optional training sessions — you can start capturing leads within minutes.
Live chat, phone, and email support along with video tutorials and documentation. Our experienced team helps with technical issues, training, and best practices.
Your data is protected with 256-bit SSL encryption, secure data centers, and SOC 2 Type II compliance. All information is encrypted in transit and at rest with regular security monitoring.
The system automatically responds to leads, schedules follow-ups, sends SMS/email messages, and manages appointments. Build custom workflows that nurture prospects and optimize communication timing.
Yes — cancel anytime with no contracts or fees. You keep access through your billing period and can export your data. We earn your business through performance, not commitments.
Tax software, accounting systems, calendars, and payment processors — including QuickBooks, Google Calendar, and Stripe. API access and webhooks are available for custom integrations.
Your competitive edge in
tax preparation.
RA-Premium transforms your client acquisition and retention — starting this season. No contracts, no setup fees, most offices live within one business day.
SPECIAL DISCOUNT AT CHECKOUT · NO CONTRACTS · CANCEL ANYTIME