Transform Your Tax practice
Into a Client-Attracting Machine
Join our exclusive webinar to discover how to automate your marketing, streamline client management, and grow your practice with the only all-in-one platform built specifically for tax professionals. Learn the proven strategies that successful tax practices use to attract more clients and increase revenue.
Webinar Details:
Date: To Be Announced
Time: 1 PM EST
Click Here To Watch A Quick Demo!
Next Live Webinar To Be Announced
Who This Is For
Solo Tax Practitioners
Who want to compete with larger firms and national chains
Tax Office
Owners
Tired of juggling multiple software systems and losing leads
Tax
Professionals
Who want to automate their marketing and client follow-up
Growing
Practices
Looking to scale without hiring more administrative staff
Compare Our Plans
Discover clear pricing plans, detailed feature breakdowns, and choose the best option to maximize your investment.
STARTER PLAN
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Websites
Memberships
All Reporting
Triggers
Blogs
PLATINUM Plan
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
Enterprise Plan
3-Locations
Dedicated Account Manager
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
Simple, Transparent Pricing
Choose the plan that fits your business stage and goals
Growth Plan
Ideal for Solo Practitioners
- ✔ Store up to 3,000 clients
- ✔ Support for 12 team members
- ✔ Full-featured CRM & calendar
- ✔ Unlimited email & SMS
- ✔ Social media management
- ✔ Website builder & hosting
- ✔ Call management & recording
- ✔ Mobile apps
- ✔ $15 monthly credits
*Special tax season rates available*
Scale Plan ⭐
For Expanding Offices
- ✔ Everything in Growth Plan
- ✔ Unlimited client storage
- ✔ Multi-location support
- ✔ Advanced analytics
- ✔ Membership/course builder
- ✔ $35 monthly credits
Most Popular
Partner Plan
White-Label Opportunity
- ✔ Everything in Scale Plan
- ✔ Full white-labeling
- ✔ Dedicated success manager
- ✔ Reseller program access
- ✔ Priority API integrations
- ✔ $75 monthly credits
Grow beyond your brand
Simple, Transparent Pricing
Growth Plan
(Ideal for Solo Practitioners)
$127/month
Everything to run and grow your practice:
Store up to 3,000 clients
Support for 12 team members
Full-featured CRM and calendar
Unlimited email and text messaging
Complete communication suite
Social media management
Website builder with hosting
Payment processing integration
Call management and recording
Online reputation tools
iOS and Android apps
Live chat support
$15 in platform credits monthly
Special tax season rates available
Scale Plan
(For Expanding Offices)
$247/month
Growth Plan features plus:
Unlimited client storage
Support multiple locations
Advanced analytics and reporting
Course and membership creation
$35 in platform credits monthly
Partner Plan
(White-Label Opportunity)
Starting at $497/month
Scale Plan features plus:
Rebrand the entire platform
Dedicated success manager
Reseller program access
Priority API integrations
$75 in platform credits monthly
In This Webinar, You'll Discover
The All-in-One
Solution
See how one platform can replace 5+ different tools and save you hundreds of dollars monthly
Automated Lead Generation
Learn how to capture leads 24/7 and convert them into paying clients while you sleep
Professional Marketing Made Simple
Discover how to build websites, manage social media, and collect reviews without being a marketing expert
Client Management That Actually Works
See how to track every interaction,
automate follow-ups, and never lose a client again
Real Success
Stories
Hear from tax professionals who've grown their practices by 50%+ using these exact strategies
Exclusive Attendee
Offer
Get access to a special discount available only to webinar participants
Frequently Asked Questions
I'm not very tech-savvy. Will I be able to use this?
Absolutely! This platform was designed with busy tax professionals in mind, not tech experts. During the webinar, you'll see just how simple it really is to get started and see results quickly.
What if I miss the live webinar?
While we'll send a recording to all registrants, the exclusive offer and interactive Q&A session are only available during the live presentation. We highly recommend attending live to get the full experience.
How long is the webinar?
The webinar will run approximately 60 minutes, including a live demonstration and Q&A session at the end.
Will this interfere with my current tax software?
Not at all! This works alongside whatever tax preparation software you're already using. You'll discover during the webinar how it actually makes your current workflow even more efficient.
I'm already busy during tax season. How could this possibly save me time?
That's exactly what we'll show you! Many attendees are surprised to learn how much time they're actually wasting on tasks that could be completely automated. You'll see real examples during the presentation.
Is this just another sales pitch?
While we will introduce our platform, the focus is on sharing proven strategies that successful tax practices use to grow. You'll walk away with actionable insights regardless of what you decide to do next.
What makes this different from other practice management tools?
That's one of the key things we'll reveal during the webinar! There are some unique approaches we've developed specifically for tax professionals that you won't find anywhere else.
Can this really help me get more clients?
We'll show you exactly how during the presentation, including real case studies from tax professionals who've seen dramatic growth. The strategies might surprise you!
I have a small practice. Is this only for larger firms?
Actually, some of our biggest success stories come from solo practitioners and small practices. During the webinar, you'll see how the right approach can help smaller practices compete with - and often outperform - much larger firms.
What kind of results should I expect?
We'll share specific case studies and results during the webinar. Every practice is different, but you'll hear some impressive growth stories that might change how you think about your potential.
Is this a long-term commitment?
We'll cover all the details about getting started during the webinar, including options that might surprise you. Our focus is on making sure this works for your specific situation.
Still have questions?
Join us for the live webinar where we'll have dedicated time for
