01 / Overview
Dashboard
Get a quick look at the main workspace and the tools available inside TaxFire CRM.
TAXFIRE CRM
ONLINE TAX SCHOOL
🔥 Built for the Modern Tax Professional
TAXFIRE CRM
The tech-driven CRM and automation system designed to help tax professionals capture leads, follow up, manage clients, market their tax business and build a scalable operation.
Your Tax Business Has Entered the Future.
Stop piecing together disconnected tools. TaxFire CRM brings the core marketing, communication and client-management functions of your tax operation into one technology-driven system.
👥
Tax Client CRM
Organize prospects, clients, conversations and opportunities in one centralized system.
📲
SMS & Email Marketing
Create campaigns, reminders and follow-up sequences to keep your tax business connected.
⚡
Automation
Automate repetitive follow-ups, lead routing, appointment reminders and client communications.
🎯
Tax Lead Funnels
Build campaigns and landing pages designed around tax-season lead generation and conversion.
📅
Appointments
Allow prospects and clients to schedule appointments while automated confirmations keep them informed.
📊
Pipeline & Reporting
See where leads are coming from, what stage they are in and what needs attention next.
💳
Payments & Invoicing
Support a smoother customer journey with payment and invoicing capabilities built into your workflow.
🤖
AI-Driven Tools
Use AI-powered capabilities to assist with customer conversations and routine business tasks.
📱
Mobile Access
Manage your tax business, conversations, appointments and leads while you're on the go.
One CRM. Multiple Tax Business Models.
TaxFire CRM can be positioned around the way you operate your tax business.
🏢 Retail Tax Office
- Office lead capture
- Appointment scheduling
- Client follow-up campaigns
- Pipeline management
- Review and reputation workflows
🏠 Work-From-Home Tax Preparer
- Online lead generation
- Automated prospect follow-up
- Digital client communication
- Appointment reminders
- Mobile CRM access
🚗 Mobile Tax Preparer
- Mobile lead management
- Location-based appointment workflows
- SMS confirmations
- Client communication
- On-the-go business management
💻 Tax Software Seller / Bureau
- Recruiting funnels
- Preparer lead follow-up
- Software marketing campaigns
- Onboarding workflows
- Scalable sub-office communication
🎓 Included Training Opportunity
ONLINE TAX SCHOOL
Build your tax knowledge while building your tax business. Feature your Online Tax School as part of your TaxFire CRM experience.
Learn. Prepare. Launch Your Tax Career.
Promote an online training experience for aspiring and current tax professionals. Use your funnel to attract students, collect leads, communicate with prospects and guide them toward enrollment.
- Online tax training environment
- Student lead capture and enrollment funnel
- Email and SMS student communication
- Course and training promotion
- Automated reminders and follow-up
- Build a pipeline from student lead to enrollment
ONLINE TAX SCHOOL
TRAIN
Turn education into a pathway for developing new tax professionals and growing your tax business.
How TaxFire CRM Works
Create a repeatable technology workflow for your tax business.
01
ATTRACT
Launch tax campaigns, landing pages and lead-generation funnels.
02
CAPTURE
Bring prospect information directly into your CRM.
03
FOLLOW UP
Use SMS, email and automation to keep prospects engaged.
04
GROW
Track your pipeline and build systems that support your operation.
🔥 Ignite Your Tax Business
READY TO TURN UP
YOUR TAX BUSINESS?
Explore TaxFire CRM and discover how CRM, marketing automation and online tax education can work together in one modern tax-business experience.
WWW.TAXFIRECRM.COM
🔥 Built for the Modern Tax Professional
TAXFIRE CRM
The tech-driven CRM and automation system designed to help tax professionals capture leads, follow up, manage clients, market their tax business and build a scalable operation.
Your Tax Business Has Entered the Future.
Stop piecing together disconnected tools. TaxFire CRM brings the core marketing, communication and client-management functions of your tax operation into one technology-driven system.
👥
Tax Client CRM
Organize prospects, clients, conversations and opportunities in one centralized system.
📲
SMS & Email Marketing
Create campaigns, reminders and follow-up sequences to keep your tax business connected.
⚡
Automation
Automate repetitive follow-ups, lead routing, appointment reminders and client communications.
🎯
Tax Lead Funnels
Build campaigns and landing pages designed around tax-season lead generation and conversion.
📅
Appointments
Allow prospects and clients to schedule appointments while automated confirmations keep them informed.
📊
Pipeline & Reporting
See where leads are coming from, what stage they are in and what needs attention next.
💳
Payments & Invoicing
Support a smoother customer journey with payment and invoicing capabilities built into your workflow.
🤖
AI-Driven Tools
Use AI-powered capabilities to assist with customer conversations and routine business tasks.
📱
Mobile Access
Manage your tax business, conversations, appointments and leads while you're on the go.
YOUR TAXFIRE CRM SYSTEM
Explore the tools and capabilities listed for the TaxFire CRM experience, designed to help tax professionals manage leads, communication and day-to-day business activity.
✓CRM & Contact Management
✓Tax Lead Funnels
✓SMS Marketing
✓Email Marketing
✓Appointment Calendar
✓Marketing Automation
✓Pipeline Management
✓Forms & Surveys
✓Payments Tools
✓AI Tools
✓Mobile Access
✓Tax Business Templates
✓Online Tax School Promotion
YOUR TAX BUSINESS AUTOMATION ENGINE
A visual example of how a connected tax-business process can move from a new lead to ongoing client relationships.
Illustrative workflow only. Actual messages, triggers, integrations and follow-up automation must be configured and tested in the connected systems.
REAL PRODUCT WALKTHROUGH
SEE TAXFIRE CRM IN ACTION
Take a closer look at the TaxFire CRM interface, from your dashboard and contact records to pipeline management, workflow automation and appointment scheduling.
02 / Contact Management
Contacts
View the contact-management area used to keep prospect and client records organized.
03 / Lead Tracking
Pipeline
See how opportunities are displayed across the pipeline stages in the CRM.
04 / Workflow Tools
Automation
Preview the workflow builder and the automation setup available in the account.
05 / Scheduling
Calendar
Explore the calendar interface used to view and manage appointment scheduling.
06 / CONVERSATION
Conversations
Manage customer conversations from one place and keep track of communication with your leads and clients.
These clips show the TaxFire CRM interface. Features and automations depend on the account’s current configuration.
Grow Your Tax Business With TaxFire CRM
Get started with special monthly pricing for your tax business.
SPECIAL OFFER
GET STARTED
TAXFIRE CRM
$49
/month
$97/month
NEARLY 50% OFF
Built for Tax Professionals
Discover TaxFire CRM and explore a smarter way to manage your tax business.
Special monthly pricing. Offer terms apply.
One CRM. Multiple Tax Business Models.
TaxFire CRM can be positioned around the way you operate your tax business.
🏢 Retail Tax Office
- Office lead capture
- Appointment scheduling
- Client follow-up campaigns
- Pipeline management
- Review and reputation workflows
🏠 Work-From-Home Tax Preparer
- Online lead generation
- Automated prospect follow-up
- Digital client communication
- Appointment reminders
- Mobile CRM access
🚗 Mobile Tax Preparer
- Mobile lead management
- Location-based appointment workflows
- SMS confirmations
- Client communication
- On-the-go business management
💻 Tax Software Seller / Bureau
- Recruiting funnels
- Preparer lead follow-up
- Software marketing campaigns
- Onboarding workflows
- Scalable sub-office communication
BUILD YOUR TAX TEAM
Bring recruiting, communication and onboarding activities into a more organized process for your growing tax operation.
Tax Preparers
Organize candidate inquiries and follow up with prospective tax preparers.
Mobile Preparers
Promote opportunities for preparers who serve clients on the go.
Office Staff
Keep staff recruitment inquiries and next steps easier to track.
Sales Representatives
Manage candidate leads and communication throughout the recruiting process.
Tax Students
Connect interested students with information about training and future opportunities.
Onboarding & Communication
Plan repeatable onboarding steps and team communication processes.
FOR TAX SOFTWARE SELLERS & BUREAUS
A business-focused toolkit concept for software sellers and bureaus coordinating preparers, sub-offices, leads and training.
Grow Your Network
- Preparer recruiting and lead capture
- Software lead-generation campaigns
- Sub-office inquiry management
- Sales pipeline visibility
Organize Your Operations
- Preparer onboarding process
- SMS and email communication
- Training promotion and follow-up
- Team and office communication
🎓 Included Training Opportunity
ONLINE TAX SCHOOL
Build your tax knowledge while building your tax business. Feature your Online Tax School as part of your TaxFire CRM experience.
Learn. Prepare. Launch Your Tax Career.
Promote an online training experience for aspiring and current tax professionals. Use your funnel to attract students, collect leads, communicate with prospects and guide them toward enrollment.
- Online tax training environment
- Student lead capture and enrollment funnel
- Email and SMS student communication
- Course and training promotion
- Automated reminders and follow-up
- Build a pipeline from student lead to enrollment
ONLINE TAX SCHOOL
TRAIN
Turn education into a pathway for developing new tax professionals and growing your tax business.
How TaxFire CRM Works
Create a repeatable technology workflow for your tax business.
01
ATTRACT
Launch tax campaigns, landing pages and lead-generation funnels.
02
CAPTURE
Bring prospect information directly into your CRM.
03
FOLLOW UP
Use SMS, email and automation to keep prospects engaged.
04
GROW
Track your pipeline and build systems that support your operation.
FREQUENTLY ASKED QUESTIONS
A few basics about TaxFire CRM, its intended audience and the next steps.
What is TaxFire CRM?
TaxFire CRM is presented as a CRM and automation experience for tax professionals to help organize leads, communication, appointments and business activity.
Who is TaxFire CRM for?
The page is designed for retail tax offices, work-from-home tax preparers, mobile tax preparers and tax software sellers or bureaus.
Can mobile tax preparers use it?
The current page positions TaxFire CRM for mobile tax preparers and highlights mobile access. Confirm the exact features available in your account before relying on a specific workflow.
Does TaxFire CRM include automation?
Automation is a core part of the TaxFire CRM positioning. Specific triggers, messages and workflows depend on how the account is configured.
Does it integrate with my tax software?
Compatibility depends on the tax software and the available integration options. Contact the TaxFire team to confirm support for your specific software.
Is Online Tax School included?
The page promotes Online Tax School, but enrollment, course access and any bundled pricing have not been confirmed here. Contact the team for current program details.
How do I get started?
Submit the inquiry form on this page or book a TaxFire CRM demo to discuss your tax business needs.
🔥 Ignite Your Tax Business
READY TO TURN UP
YOUR TAX BUSINESS?
Explore TaxFire CRM and discover how CRM, marketing automation and online tax education can work together in one modern tax-business experience.
WWW.TAXFIRECRM.COM
TEXT “TAXFIRE” TO GET STARTED
Ready to take the next step with TaxFire CRM? Send our team a text to start the conversation about your tax business.
💬 TEXT “TAXFIRE” NOW +1 313-209-9559 Your messaging app will open with “TAXFIRE” prefilled. Message and data rates may apply.