About TaxFlow

TaxFlow is a customer relationship manager built exclusively for tax preparation offices. It keeps every client, document, deadline, and dollar in one organized workspace: a searchable customer database, secure document collection links your clients can use without an account, a nine-stage pipeline that tracks each return from first lead to final refund, and built-in email, SMS, and social marketing to stay in touch with clients all year round.

It is designed for independent tax preparers, enrolled agents, and growing multi-location firms. Every office's data is isolated so staff only ever see their own clients, while enterprise account owners can optionally see across all of their locations. Automations handle follow-ups, document chases, and birthday outreach so nothing slips during the busy season.

TaxFlow is built and operated by U.S. Taxgeek LLC, a company founded by tax professionals who spent years in busy tax offices and built the tool they wished they had. Your data belongs to your office alone — it is never sold or shared.