TaxScale CRM
The All-In-One
CRM Built For
Tax Professionals.
Everything you need to automate your workflow, generate more tax clients, communicate with customers, manage your office, and scale your business all from one powerful platform.
Cancel Anytime
AUTOMATE. COMMUNICATE. SCALE
Built to run your
entire tax practice.
Save Time
Automate repetitive tax office tasks so your team can focus on high-value client work.
Get More Clients
Funnels and marketing systems that bring in qualified tax leads on autopilot.
Scale Your Business
Everything needed to grow your practice without adding unnecessary overhead.
The All-In-One CRM Built For
Tax Professionals.
Everything you need to automate your workflow, generate more tax clients, communicate with customers, manage your office, and scale your business all from one powerful platform.
AUTOMATE. COMMUNICATE. SCALE
Built to run your entire tax practice.
Save Time
Automate repetitive tax office tasks so your team can focus on high-value client work.
Get More Clients
Funnels and marketing systems that bring in qualified tax leads on autopilot.
Scale Your Business
Everything needed to grow your practice without adding unnecessary overhead.
READY-TO-USE TEMPLATES
Templates
Ready to Customize
Professionally designed systems that can be customized
for your office in minutes not weeks.
BUILT-IN AUTOMATIONS
Powerful Automations Included
Twelve pre-built workflows that do the heavy lifting for
your tax office every one turn-key on day one.
Tax Client Follow-Up
Never lose a client to slow follow-up again.
PTIN Holder Onboarding
Onboard PTIN holders in minutes, not days.
ERO Onboarding
Welcome new EROs with a polished journey.
Service Bureau Onboarding
Scale your bureau with a repeatable system.
Birthday Campaigns
Automated birthday wishes that build loyalty.
SMS Conversations
Two-way texting from a shared inbox.
Facebook Lead Management
New leads sync instantly from Meta.
Appointment Reminders
Cut no-shows with smart reminders.
Document Request Automation
Chase missing docs on autopilot.
Invoice Follow-Up
Get paid faster with automated nudges.
Missed Appointment Recovery
Rebook no-shows before they cool off.
Review Request Campaigns
Turn happy clients into 5-star reviews.
READY-TO-USE TEMPLATES
Templates Ready to Customize
Professionally designed systems that can be customized for your office in minutes not weeks.
BUILT-IN AUTOMATIONS
Powerful Automations
Included
Twelve pre-built workflows that do the heavy lifting for your tax office every one turn-key on day one.
Tax Client Follow-Up
Never lose a client to slow follow-up again.
PTIN Holder Onboarding
Onboard PTIN holders in minutes, not days.
ERO Onboarding
Welcome new EROs with a polished journey.
Service Bureau Onboarding
Scale your bureau with a repeatable system.
Birthday Campaigns
Automated birthday wishes that build loyalty.
SMS Conversations
Two-way texting from a shared inbox.
Facebook Lead Management
New leads sync instantly from Meta.
Appointment Reminders
Cut no-shows with smart reminders.
Document Request Automation
Chase missing docs on autopilot.
Invoice Follow-Up
Get paid faster with automated nudges.
Missed Appointment Recovery
Rebook no-shows before they cool off.
Review Request Campaigns
Turn happy clients into 5-star reviews.
ONE PLATFORM, EVERY WORKFLOW
EVERYTHING INCLUDED
One subscription.
Zero limits.
Stop stitching together six tools. TaxScale gives you every system a tax office needs with no per-user fees and no usage caps.
PRICING
ALL-INCLUSIVE PLAN
$99/month
Cancel anytime, seriously.
Unlimited Contacts
Unlimited Pipelines
Unlimited Automations
Weekly Training
Done-For-You Templates
Built Specifically For Tax Professionals
Live Support
Cancel Anytime
WHY TAX PROS CHOOSE TAXSCALE
A platform that earns its keep.
Enterprise-Level Security
SOC 2-aligned infrastructure, encrypted at rest and in transit.
Weekly Live Training
Small-group coaching to sharpen your systems every single week.
Dedicated Live Chat Support
Real humans, tax-industry expertise, fast response times.
Continuous Platform Updates
Ship weekly. Every improvement included at no extra cost.
EVERYTHING INCLUDED
One subscription. Zero limits.
Stop stitching together six tools. TaxScale gives you every system a tax office needs with no per-user fees and no usage caps.
PRICING
ALL-INCLUSIVE PLAN
$99/month
Cancel anytime, seriously.
Unlimited Contacts
Unlimited Pipelines
Unlimited Automations
Weekly Training
Done-For-You Templates
Built Specifically For Tax Professionals
Live Support
Cancel Anytime
WHY TAX PROS CHOOSE TAXSCALE
A platform that earns its keep.
Enterprise-Level Security
SOC 2-aligned infrastructure, encrypted at rest and in transit.
Weekly Live Training
Small-group coaching to sharpen your systems every single week.
Dedicated Live Chat Support
Real humans, tax-industry expertise, fast response times.
Continuous Platform Updates
Ship weekly. Every improvement included at no extra cost.
LOVED BY TAX PROS
Real offices.
Real growth.
"TaxScale replaced four different tools. Our appointment show-rate jumped from 62% to 91% in one season."
Jasmine Okafor
Okafor Tax Group
"The done-for-you funnels alone paid for the whole year. My phone rings with qualified leads every morning."
Marco Delgado
Delgado & Associates
"Weekly coaching is the secret weapon. I finally have systems, not chaos. Our team ships more, faster."
Rebecca Hall, CPA
Hall Financial
FAQ
Questions, answered.
Who is TaxScale CRM built for?
TaxScale is designed exclusively for tax professionals from solo preparers to multi-office service bureaus and PTIN holders scaling their practice.
Do I need technical experience?
No. Everything is drag-and-drop. Our templates, automations and funnels come pre-built you can be live in an afternoon.
Can I migrate from another CRM?
Yes. Our onboarding team helps import your contacts, pipelines and calendars from tools like HubSpot, HighLevel, Keap and spreadsheets.
How long does setup take?
Most offices are up and running the same day. Our done-for-you templates cut typical setup from weeks to hours.
Can I cancel anytime?
Absolutely. No contracts, no setup fees. Cancel with one click from your dashboard.
Is support included?
Yes, live chat, weekly group coaching, and a full library of trainings are all included in your subscription.
Ready To Scale
Your Tax Business?
Join tax professionals using TaxScale CRM to automate their office,
generate more clients, and grow faster.
FAQ
Questions, answered.
Who is TaxScale CRM built for?
TaxScale is designed exclusively for tax professionals from solo preparers to multi-office service bureaus and PTIN holders scaling their practice.
Do I need technical experience?
No. Everything is drag-and-drop. Our templates, automations and funnels come pre-built you can be live in an afternoon.
Can I migrate from another CRM?
Yes. Our onboarding team helps import your contacts, pipelines and calendars from tools like HubSpot, HighLevel, Keap and spreadsheets.
How long does setup take?
Most offices are up and running the same day. Our done-for-you templates cut typical setup from weeks to hours.
Can I cancel anytime?
Absolutely. No contracts, no setup fees. Cancel with one click from your dashboard.
Is support included?
Yes, live chat, weekly group coaching, and a full library of trainings are all included in your subscription.
Ready To Scale Your Tax
Business?
Join tax professionals using TaxScale CRM to automate their office, generate more clients, and
grow faster.
TaxScale CRM
The all-in-one CRM built exclusively for tax professionals. Automate, communicate, and scale from one platform.
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