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The Ultimate CRM Solution Customized for Tax Preparers. Transform Your Tax Preparer Business with TAX XL.

Key Features and Benefits

E Contracts, E Signatures, and E Forms

Send out your client onboarding forms and E contracts out with the click of a button!

Automated Reminders for Refund Dates and Tax Season Filing

Streamline your client reminders for refund deposit dates and upcoming tax seasons. Automated reminders will help ensure they return to file with you year after year.

Tax Filing Pipelines

Automated follow-up for tailored actions based on lead categorization. Targets DTA leads with a focus on no equity, foreclosure, and wholesaling opportunities

AI Appointment Booking Bot and Calendars

The Business XL Appointment Booking Bot is your 24/7 virtual assistant, streamlining scheduling, syncing with your calendar, sending reminders, and ensuring seamless bookings across multiple channels to save you time and keep clients happy!

Automated Intake/onboarding AI Bot!

The Business XL Tax Intake Bot simplifies tax season by collecting client information, automating document submissions, and streamlining communication to ensure a seamless and efficient tax preparation process!

More Custom Features That XL Your Tax Business!...

TAX XL CRM offers powerful extra features like automated social media posting, email campaigns, affiliate program management, appointment scheduling, and more to streamline and elevate your tax business.