The CRM built for
tax pros & bookkeepers.
Manage tax season chaos, monthly bookkeeping retainers, document intake, and renewal reminders. Built for solo CPAs, EAs, and bookkeepers.
Free forever · No credit card · Setup in 5 minutes
Sound familiar?
Tax-season document chase
Half your clients send W-2s the week before April 15.
Bookkeeping income gaps
Big checks in April, crickets in July.
Lost prior-year context
Last year's notes live in 4 different folders.
What you get
Built around your day, not a sales pipeline.
Monthly bookkeeping retainers
Auto-bill clients monthly. Smooth out tax-season cycles.
Document intake forms
Branded W-2 / 1099 / business doc upload portal per client.
Tax-season scheduling
Self-serve drop-off slots clients book themselves.
Renewal & deadline reminders
Quarterly estimates, S-corp renewals, extension reminders — automated.
Unlock the revenue features.
Five Pro-tier features built to lock in recurring revenue and stop no-shows — built for tax pros & bookkeepers.
Memberships & recurring billing
Sell monthly or annual plans that auto-charge clients on a schedule. Includes paused/canceled state, dunning, and member-only pricing.
Predictable monthly revenue without re-quoting every visit.
Custom intake forms
Collect health questions, allergies, goals, photo references, or signed waivers before the appointment. Per-vertical templates included.
Walk into every session prepared. No paperwork at the chair.
Auto rebooking reminders
Send branded reminders on a per-service cadence (every 2 weeks, monthly, seasonal). Email today; SMS-ready when you're ready.
Brings dormant clients back without lifting a finger.
Deposits & no-show protection
Require a deposit (fixed $ or %) before the booking confirms. Auto-charge a no-show fee if the client doesn't cancel in time.
Cuts no-shows and protects your time slots.
Prepaid packages
Sell bundles (5 sessions, 10 visits, 3-month plan) that clients prepay and redeem over time. Tracks remaining balance automatically.
Bigger upfront cash, locked-in clients, fewer one-off bookings.
How it flows
A day in the chair (or on the road).
- 1
January: prior-year clients get a 'time to start' email
- 2
Doc intake form sends; client uploads W-2/1099s
- 3
You schedule a 30-min review through the booking link
- 4
Return prepared, invoice sent, renewal calendar set
- 5
Monthly bookkeeping clients auto-bill on the 1st
Common questions
Document security?+
Encrypted upload + per-client access. Business plan offers extended retention.
QuickBooks integration?+
Manual export today; QB sync on the roadmap.
Multi-preparer firm?+
Pro supports a small team; Business unlocks unlimited preparers and partner roles.
Smooth the season. Keep the income steady.
Free forever for solo preparers. Pro unlocks retainers and document intake.