The tax season CRM that keeps every client, document, and deadline on track
TaxFlow is a software service for tax offices. We help our clients manage their customer relationships, collect tax documents, run their marketing, and track every return through the season — all in one place.
Everything a tax office needs in one workspace
From the first lead to the final refund, TaxFlow organizes the entire client journey.
Customer Database
Every client in one place — contact details, tax IDs, documents, notes, and full history.
Pipeline Tracking
Follow each return through 9 clear stages, from new lead to filed and completed.
Document Collection
Send clients a secure upload link and track exactly what's arrived — no more chasing paperwork.
Social Marketing
Publish posts and capture leads directly from Facebook and Instagram into your CRM.
Email & SMS Campaigns
Reach clients with ready-made templates, automated reminders, and bulk campaigns.
Multi-Office Ready
Each office sees only its own clients — built for growing tax businesses.
Reports & Insights
Track revenue, pipeline health, and activity across your whole office.
Tasks & Automations
Automatic follow-ups, birthday outreach, and stage-change workflows that run themselves.
Running solo? This CRM works as hard as you do
Most CRMs are built for firms with staff. TaxFlow is built for the one-person office doing it all — so you can serve more clients without burning out.
One-person office, big-firm system
TaxFlow gives you the same pipeline, document tracking, and marketing automation a 20-person firm uses — without needing a single employee to run it.
Reclaim your evenings
Automated document chasers, birthday emails, and follow-up reminders do the busywork while you prepare returns — no more late-night texts chasing W-2s.
Grow clients without ad agencies
Post to Facebook and Instagram, capture leads straight into your CRM, and run email/SMS campaigns — marketing that fits a solo budget.
Nothing slips through the cracks
Every client sits in a clear 9-stage pipeline. You always know who owes documents, who's waiting on approval, and who's ready to file.
No front-desk staff? TaxFlow is your front desk.
Your client data stays yours — isolated and private.
Setup in minutes, not weeks — no consultants needed.
How it works
Capture the lead
Leads arrive from your social ads, website, or manual entry — all into one database.
Collect documents
Send a secure link. Clients upload their documents; you track what's in.
Work the pipeline
Move each client through stages with automated emails, texts, and task reminders.
File & finish
Prepare, approve, and file — then track refunds straight to completion.
Give every client a portal of their own
While the big platforms charge up to $800 per user per year — and some still nickel-and-dime portals as add-ons — TaxFlow's client portal comes standard. Send a secure link once, and your client can check their progress, upload documents, approve their return, and see their refund without a single phone call to your office.
One secure link per client — no logins, no app to download, works on any phone
Clients watch their return move through every stage, from docs received to filed
They upload W-2s, 1099s and ID themselves — right from the portal
Refund amount and expected deposit date, front and center the moment it's set
One-tap return approval — a tap in the portal moves them to Filed
Desktop, tablet, and mobile — meet TaxFlow To Go!
The same TaxFlow you use at your desk, reimagined for the moments you're away from it. Everything syncs instantly across your devices.
Desktop
Full command center at your desk — run reports, bulk campaigns, and pipeline reviews on the big screen.
TaxFlow To Go! on tablet
Perfect for meeting clients in the field — check a pipeline, review documents, or snap a photo of an ID on the spot.
TaxFlow To Go! on mobile
Answer leads from the grocery line, send a document request from the car, and get your season moving from anywhere.
Full feature parity on every screen
Touch-friendly on phones and tablets
Client document links open on any device
Simple pricing that grows with you
Solo preparer or multi-office firm — every plan starts with a 14-day free trial, then auto-bills monthly. No per-seat surprises.
Solo
For independent tax preparers
or $399 per season
- Full CRM: customers, pipeline & documents
- Email & SMS campaigns
- Automations & birthday outreach
- TaxFlow To Go on every device
- Up to 500 active clients
- Flow-Motion write-off finder — scans bank statements for deductions
Starter
For small offices getting organized
- Everything in Solo
- Up to 3 staff seats
- Social marketing (Facebook & Instagram)
- Office-branded emails
Pro
For busy offices that file at volume
- Everything in Starter
- Up to 10 staff seats
- TaxSlayer Pro integration — push returns & track refunds
- Lead capture from social ads straight into your CRM
- Priority support
Enterprise
For multi-office firms & franchises
talk to us
- Everything in Pro
- Multi-office isolation
- Unlimited seats & offices
- Per-office branding & settings
- Dedicated onboarding
Season pricing available — pay only for the months you're filing. Ask us about season plans at any time.
Client portal included in every plan — no add-on fees, no per-client charges.
Need more staff than your plan includes? Add extra users to any plan for $25/user/month.
Built for tax professionals, by tax professionals
TaxFlow is operated by U.S. Taxgeek LLC. Our platform connects to the tools tax offices already use — including Facebook and Instagram for marketing — so our clients can publish their own posts and follow up with their own leads. Each office's data stays isolated and belongs to that office alone. We never sell or share client data.
Client data is isolated per office
Secure, permission-based staff access
Direct integration with your social accounts
Automated client communication