More Than Software

Your Tax Business. One Platform. Built to Grow.

Stop juggling different systems to market and manage your tax business.

  • 📲 CRM & LEAD MANAGEMENT
    Capture, organize, and track prospects from first contact to paying client.

  • ⚡ AUTOMATED FOLLOW-UP
    Automatically nurture leads through email, SMS, reminders, and workflows.

  • 🌐 WEBSITES & FUNNELS
    Create professional pages and campaigns designed to capture and convert leads.

  • 📅 APPOINTMENTS & COMMUNICATION
    Let prospects book online while keeping conversations and follow-up organized.

  • 📣 MARKETING & REACTIVATION
    Launch campaigns to attract new clients, reconnect with past clients, and stay visible year-round.

  • 📈 PIPELINES & GROWTH TRACKING
    See your leads, appointments, opportunities, and client journey in one organized system.

  • 📱 SMS Marketing

  • 🎯 Lead Capture Forms

  • 🔄 Automated Workflows

  • 📈 Business Dashboard

  • ⭐ Reputation Management

  • 📊 Sales Pipeline

PRICING

Choose the System That

Matches Your Growth

growth starter

$49/m

No contract. Cancel Anytime.

  • 1 Business / Brand Included

  • CRM & Contact Management

  • Appointment Calendar

  • Website, Landing Page & Funnel Builder

  • Forms & Surveys

  • Custom Domain Connection

  • Email & SMS Marketing Capability

  • Appointment Reminders

  • Basic Automations

  • Reporting Dashboard

  • Getting Started Training

Best for: New Tax Professionals, solo preparers, and small firms getting organized.

No contracts - cancel anytime

growth pro ⭐

most popular

$99/m

No contract. Cancel Anytime.

  • Everything in Starter Plus:

  • Advanced Automations

  • Advanced Sales Pipelines

  • Lead Nurture & Follow-Up

  • Multiple Calendars

  • No-Show Recovery

  • Client Reactivation Campaigns

  • Referral & Review Campaigns

  • Tax Season Marketing Campaigns

  • Lead Magnet & Event Funnels

  • TaxMinds Growth Vault™

  • Automation & Marketing Templates

  • Priority Support

    $49 One-Time Activation

    Best for: Tax professionals ready to automate marketing, improve conversions, and build stronger year-round growth systems.

No contracts - cancel anytime

growth elite

$199/m

No contract. Cancel Anytime.

  • Everything in Pro Plus:

  • Advanced CRM & Pipeline Configuration

  • Advanced Automation Systems

  • Advanced Client Journeys

  • Team/User Access

  • Advanced Lead Routing

  • Customized Campaign Implementation

  • Advanced Reporting & Tracking

  • Advanced Retention & Reactivation Systems

  • TaxMinds Growth Blueprint™

  • Quarterly Growth Strategy Session

  • Priority Technical Support

    $99 One-Time Activation

    Best for: Established tax businesses ready for advanced systems, implementation assistance, and strategic growth support.

No contracts - cancel anytime

From Lead to Client—Automatically

ATTRACT → Website, funnels & campaigns

  • CAPTURE → Forms & lead generation

  • FOLLOW UP → Automated email & SMS

  • BOOK → Online appointment scheduling

  • CONVERT → CRM & opportunity pipeline

  • RETAIN → Reactivation, reviews & referrals

    One Platform. One Client Journey. More Opportunities to Grow.