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The Ultimate CRM Solution Customized for Tax Professionals. Transform Your Tax Preparer Business with TAX XL CRM.
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.
PRICING
TAX XL PREMIUM
$999 SETUP FEE
$299/Month
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
Premium Website Templates (with AI Live Chat)
Prebuilt Intake/Appointment AI
No contracts - cancel anytime
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