What are you waiting for?
The Ultimate CRM Solution Customized for Tax Preparers. Transform Your Tax Preparer Business with TAX XL.
Send out your client onboarding forms and E contracts out with the click of a button!
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.
Automated follow-up for tailored actions based on lead categorization. Targets DTA leads with a focus on no equity, foreclosure, and wholesaling opportunities
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!
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.
TAX XL V1
$555/Year
$999/Year
E Forms & E Contracts
Tax Refund Date Reminders
Tax Season Reminder Drip Campaign
Tax Filing Pipelines
Appointment Scheduling/Calendars
Client Onboarding Triggers
Automated Social Media Posting
3 Staff Member Seats
All In One Inbox & CRM
No contracts - cancel anytime
TAX XL 2.0
$1,111/Year
$1,999/Year
E Forms, E Contracts, & E Surveys
Tax Refund Date Reminders
Tax Season Reminder Drip Campaign
Tax Filing Pipelines
Appointment Scheduling/Calendars
Automated Client Onboarding Process
Automated Social Media Posting
Unlimited Staff Member Seats
All In One Inbox & CRM
Prebuilt Website (with AI Live Chat)
Prebuilt Intake/Appointment AI
No contracts - cancel anytime
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