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Standard

$19/Month

$19 Monthly

Save When Paid Annually for $200.00!!

  • 2 Way Text & Email Conversation

  • Web Chat

  • Integrated CRM

  • Missed Call Text Back

  • Invoice and Payments

  • Facebook Messenger

Start Subscription

Premium

$49/Month

Save When Paid Annually for $499.00!!

$49 Monthly

Save When Paid Annually for $499.00!!

Everything In Standard Plus...

  • Conversational AI Tool

  • Website Templates and Hosting

  • SMS & Email Templates

  • Automated Scheduling Calendar

  • Email Marketing

  • Custom Workflows

  • Social media management tools.

  • Advanced Reporting Details

  • Integration with third-party tax software.

  • Dedicated support team for priority assistance.

*Email Services: Up to 5,000 Monthly included, additional allowance can be requested.

*Phone System Charges are per use, in addition to subscription costs- SMS: $0.015 Calls: $0.017/min

Done-For-You Platform Setup

Pricing Varies

  • Logo Placement

  • Contact List

  • Sidebar Links

  • Calendar Configuration

  • Domain Configuration

  • Website Configuration

  • Email Configuration

  • 10 DLC Configuration

  • Opportunities & Pipeline Configuration

  • Workflow Setup

  • Conversation AI Training.

Automate & Integrate Your Tax Business With

Software Designed For Possibilities

Discover innovative software solutions tailored for tax offices. Our tools for automation, lead management, social media, and conversational AI empower your business to streamline operations and enhance client management.

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Collective Tax Preparation Earnings

2-Way Text Messaging

Enhance client communication with 2-way text messaging. Send and receive messages through our platform for quick, effective interactions. Stay connected and respond promptly to client inquiries for improved management and service.

Conversational AI

Improve client interactions with our conversational AI. Automate responses, engage clients through chatbots, and provide instant answers to common questions. Enhance customer satisfaction and reduce response times.

Appointment Automation

Streamline your scheduling with appointment automation. Automatically book, reschedule, and manage appointments without manual intervention. Enhance client convenience, reduce no-shows, and optimize your time management with ease.

Social Media Management

Manage your online presence effortlessly. Schedule posts, monitor engagement, and analyze performance across platforms from one dashboard. Enhance your social media strategy and grow your audience effectively.

Unified Messaging

Simplify communication with our unified messaging system. Combine emails, texts, and social media messages into one platform. Ensure consistent, timely responses and improve client interactions with streamlined messaging.

Automated Web Chat

Enhance customer support with automated web chat. Engage visitors instantly, answer common questions, and provide 24/7 assistance. Improve customer satisfaction and reduce response times with intelligent, automated chat interactions.

Reputation Management

Maintain a positive online image with our reputation management tools. Monitor reviews, respond to feedback, and manage your brand's reputation across multiple platforms. Enhance client trust and protect your business's reputation effortlessly.

Insight Dashboard

Gain valuable business insights with our Insight Dashboard. Track key metrics, monitor performance, and make data-driven decisions with ease. Optimize your strategies with comprehensive analytics and visualizations.

Our mission is to empower tax businesses with innovative software solutions that streamline operations and enhance client management, fostering growth and efficiency.

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