You need to adopt modern technologies, like AI, to stay ahead of competitors who may already be leveraging automation.
Automate tasks, streamline communication, and focus on what matters most—your clients
Proven Solution Including
Bulk SMS: "Automate appointment reminders and updates with personalized bulk SMS."
Proven Ads & Newsletters: "Target clients with ads and newsletters that convert."
AI-Powered Reviews: "Get real-time feedback from clients with AI-powered reviews."
Social Media Manager: "Manage and schedule your social media content effortlessly."
Missed Call Text Back: "Never miss a lead—respond instantly with missed call text backs."
Tap-to-Pay Payment Solution: "Collect payments easily with our tap-to-pay technology."
Mobile App: Create invoices, take payments, schedule appointments, request a review, scan customer business cards.
Additional Features Available
AI Chatbot: "Answer questions and book appointments even when you're offline."
Custom Website: "Get a professional website tailored to your tax practice."
Grow Your Tax Practice Effortlessly with AI-Powered Tools
PROVEN Emails:
Educate and engage your customers, establishing your business as the authority.
Manage all customer conversations in one inbox, via SMS or email.
Mobile App
Take control of your business
anytime, anywhere
—all from your smartphone.
Payment Solution
Friction in collecting payments can cause delays and missed revenue opportunities.
Plan, schedule, and publish social media posts across multiple platforms, and manage your affiliate marketing programs with ease.
Simplify and automate your entire social media strategy
Our tool takes the guesswork out of social media marketing.
Still tied to your desk?
Imagine how much faster your practice could grow if you could create invoices, take payments, schedule appointments, and request reviews from your clients—all in real-time.
Create Invoices Instantly: Don’t wait to bill clients—generate professional invoices right on the spot.
Scan Business Cards
Instantly add new leads to your contacts by scanning client business cards right into the app.
Secure positive client feedback while it’s fresh—boost your online reputation effortlessly.
Schedule Appointments
Never miss a chance to book a new client, even when you’re away from the office.
Get paid faster with tap-2-pay mobile payment solution, reduce delays and increase your cash flow.
All in One Software that helps you succeed
With a web-based sales funnel, you can easily capture and convert leads, and the integrated mobile app with tap-to-pay functionality simplifies payments on the go.
AI-powered Google review management, helping your business maintain a stellar online reputation. Whether you're looking to boost customer engagement, streamline operations, or enhance your marketing efforts.
Expand your offerings with our AI chatbot that can answer tax-related questions, book appointments, and provide 24/7 customer support—making it easy to serve more clients.
Simple, Transparent
Pricing
Simple Plan
$220
Pre Season Price
$125
Per Month
1 User License
Mobile App
Unlimited Bulk SMS
Automated E-mails Campaigns
Automated Appointment Setting
Integrated Social Media Management
Reviews Manager
$2250
/Year
Growth Plan
$350
Pre Season Price
$255
Per Month
3 User License
Unlimited Customers
Powerful A.I. Chatbot Included
Reduced SMS Rates
Customized Website with A.I.
A.I. Powered Review Replies
Proven Social Posts + Emails
$3499
/Year
$1050
Pre Season Price
$750
Per Month
Unlimited User Licenses
Powerful A.I. Task Automations
Detailed Reports and Analytics
Conversational A.I Website Bot
Proven PPC Ads + Ads Manager
A.I. Receptionist
A.I. Workers Simplify + Automate
$9499
/Year
Frequently Asked Question
Facebook, Instagram, LinkedIn, Twitter, TikTok, Instagram, and YouTube are all supported.
What advertisements are included?
Pre-made Social Media, E-Mail News Letters, SMS Automations, Templates for Pay-Per Click ads. All the major platforms your competition is advertising on, you will have a done and Tested Ad ready to run.
Is there a limit to how many customers I can add?
Only the Single Preparer Plan is limited. This plan is designed so small or brand new offices can get the powerful features to jumpstart their business to the next level.