Your Entire Tax Office. One Smarter Business Solution.
Get professional tax preparation software, a powerful CRM, and intelligent tax-office automation in one affordable monthly subscription. Manage leads, automate client communication, schedule appointments, send your branded tax app, track documents, collect payments, and streamline your entire tax-office workflow. Need more preparation capacity? Add our optional human back-office tax preparation service.
Starting at just $47/month
With a 12-month commitment. One-time setup fee and applicable usage charges are additional.
The Client Journey
Three Powerful Solutions. One Smarter Tax Office.
Your Tax Software. Your CRM. Your Automated Tax Office. All Working Together.
GetSmart Personal Tax Pro
Professional Tax Software Included
Every GetSmart AI Tax Office subscription includes GetSmart Personal Tax Pro cloud software.
- Unlimited eligible personal 1040 tax return preparation
- Current tax year and up to five supported prior tax years
- Cloud-based professional tax preparation
- Electronic filing capabilities for authorized preparers
- Branded taxpayer tax app
- Secure taxpayer document uploads
- Taxpayer intake questionnaires
- Supported taxpayer messaging
- Available electronic signature functionality
- Available bank-product options
- Professional return management
- Access to available technical support resources
- No separate upfront personal tax software purchase required while the qualifying bundle is active
Unlimited returns refers to the software's eligible preparation capacity, not unlimited free filing transactions. Applicable e-file, bank-product, service bureau, and other transaction fees remain separate. Tax preparers must satisfy applicable credential and EFIN requirements. Included software is the Personal Tax Pro cloud edition. Business Tax Pro, Complete Tax Pro, prior-year business editions, and other software products are sold separately.
GetSmart Hub CRM
Your Tax Office's Business Management Command Center
Client management, business communication, appointment scheduling, administrative automation, invoicing, payment collection, and tax-office workflow management.
248
Contacts
12
Appts
$4.2k
Pipeline
- Unlimited contacts where supported by the subscribed plan
- Client relationship management
- Lead capture
- Sales pipelines
- Appointment scheduling
- Business phone capabilities
- Email communication
- Two-way SMS
- Automated appointment reminders
- Email marketing
- Workflow automation
- Invoicing
- Payment links
- Payment tracking
- Bank-product invoice reconciliation
- Task management
- Mobile app access
- Business reporting
- Reputation and review management where included
- Client reactivation campaigns
- Website and lead capture tools where included
- Integrations and configurable business workflows
Clearly distinguish basic CRM capabilities from advanced AI and tax-specific workflows that are available only on higher subscription tiers. Phone, SMS, email, AI usage, payment processing, and other metered services may have separate charges.
GetSmart Human Back Office
Optional Human Tax Preparation Support
Optional, separately purchased human-assisted tax return preparation and data-entry services for tax offices needing additional capacity.
- Human-assisted tax data entry
- Draft return preparation
- Basic individual returns
- Standard individual returns
- Eligible Schedule C returns
- Complex individual returns by quotation
- Seasonal overflow support
- Preparation workload assistance
- Secure, authorized preparation processes
- Quality-control procedures
- Tax-office review and approval
- Flexible per-return pricing
- Volume packages
This service is optional and billed separately. It is not included as unlimited preparation labor in any monthly subscription.
One Tax Office Solution. Three Affordable Ways to Grow.
Every package includes GetSmart Personal Tax Pro cloud software, GetSmart Hub CRM, website and landing pages, invoicing, and payment tools. Choose the automation and AI capabilities that match your office.
GetSmart Tax Office Starter
Software + Essential CRM + Website
12-month commitment
- GetSmart Personal Tax Pro cloud software
- Unlimited eligible personal 1040 preparation
- Branded taxpayer tax app
- Secure taxpayer document collection through TaxSlayer
- GetSmart Hub CRM
- Website and landing pages for tax pros
- Contact and lead management
- Appointment scheduling
- Invoicing
- Secure payment links
- Client communication tools
- Business phone capabilities
- Basic administrative workflows
- Staff-assisted bank-product payment tracking
- Mobile CRM access
- Call reporting
Does not include advanced AI receptionist services or the complete tax-office automation snapshot unless separately purchased.
GetSmart AI Tax Office Pro
Automation + AI + Google Reviews
12-month commitment
- All Starter tax software, CRM, website, and payment features
- Tax-specific CRM automation snapshot
- Automated taxpayer onboarding
- Branded tax-app invitation workflows
- Automated SMS & email intake reminders
- Taxpayer DONE completion-confirmation workflow
- Staff verification notifications
- Missing-document follow-up automation
- Tax preparation administrative pipeline
- Automated appointment confirmations
- AI-assisted client inquiry handling where enabled
- AI-assisted appointment workflows where enabled
- Configurable AI-assisted reception and scheduling
- Google Review AI Agent module
- Automated Google review invitations
- AI-assisted review response drafts
- Client review & referral follow-ups
- Tax-season client reactivation workflows
- Payment reminder workflows
- Bank-product invoice reconciliation workflows
- Standard tax-office automation onboarding
AI usage is billed according to applicable pay-as-you-go rates unless separately covered by an approved AI package. We do not advertise unlimited AI usage.
GetSmart AI Tax Office Premium
Enhanced AI + Priority Implementation
12-month commitment
- All Pro tax software, CRM, automation, AI, and Google review features
- Enhanced AI receptionist configuration
- Advanced AI-assisted client communications
- Expanded AI workflow capabilities
- Additional supported AI agent configurations
- Enhanced automation customization within a defined scope
- Enhanced onboarding
- End-to-end automation testing
- Priority implementation coordination
- AI service configuration and usage management
The $344 Premium monthly price represents the $147 Pro subscription plus a proposed $197 AI upgrade. Verify the actual wholesale cost, eligible AI features, usage limits, and provider terms of the $197 AI component before publishing. Do not claim unlimited AI calling, messaging, conversations, tokens, or other usage unless the provider explicitly covers those features. If verification is incomplete, display PREMIUM — REQUEST A CONSULTATION. Do not activate checkout for an unverified AI package.
Both commitment options have the same total contracted subscription value before applicable usage charges. The 6-month option is a seasonal commitment, not a month-to-month plan. The 12-month option is not prepaid annually. Both options are billed monthly during their respective commitments. Setup fees are displayed separately and prominently.
Phone minutes, SMS, email sends, AI usage, payment processing, and advertising spend are metered and billed separately based on actual usage. Secure signup, billing, and account access are provided through GetSmart Hub.
Compare What's Included in Each Plan
| Feature | Starter | Pro | Premium |
|---|---|---|---|
| Personal Tax Pro cloud software | |||
| Branded taxpayer tax app | |||
| GetSmart Hub CRM | |||
| Website & landing pages | |||
| Core Tax Office module | |||
| Advanced Tax Automation module | |||
| Google Review AI Agent module | |||
| AI Receptionist configuration | Enhanced | ||
| Premium AI Expansion module | |||
| Optional Human Back Office |
Start With the Essentials. Automate More as You Grow.
Every GetSmart AI Tax Office subscription includes professional personal tax software and GetSmart Hub CRM. Choose the automation and AI capabilities your tax office needs.
GetSmart Tax Office Core
Included in Starter, Pro & Premium
- GetSmart Personal Tax Pro cloud software
- Unlimited eligible personal 1040 preparation
- Branded taxpayer tax app
- Secure taxpayer document collection through TaxSlayer
- CRM contact & lead management
- Website and landing pages for tax pros
- Tax preparation pipeline
- Appointment scheduling
- Basic administrative status tracking
- Invoicing and payment links
- Manual bank-product payment reconciliation
- Mobile CRM access
- Basic business communication capabilities
E-file, bank-product, communication, payment-processing, and other applicable usage fees are separate. Advanced tax-office automation is not included in Starter.
GetSmart Pro Tax Automation
Included in Pro & Premium
- Automated tax-app invitations
- Automated taxpayer onboarding
- Intake reminder sequences
- Client DONE completion-confirmation workflow
- Staff verification tasks
- Missing-document follow-up
- Preparation assignment workflows
- Review notifications
- Tax preparation administrative status automation
- Invoice reminder workflows
- Bank-product reconciliation task automation
- Filing acceptance follow-up
- Client retention and reactivation
- Configurable AI-assisted reception and scheduling
TaxSlayer intake completion, return acceptance, and bank-product settlement are staff-verified unless an authorized integration provides those statuses. AI usage may incur additional charges.
GetSmart Google Review AI Agent
Included in Pro & Premium
- Automated Google review invitations
- Appropriate review request follow-ups
- Google Business Profile connection
- AI-assisted review response drafts
- Positive review response templates
- Negative review escalation
- Management approval for sensitive reviews
- Reputation management dashboard
- Review growth tracking
- Reusable Google review workflows
The system helps businesses request authentic reviews from eligible customers. No guaranteed five-star reviews, specific rating, or specific number of new reviews. No incentives, review gating, or selective solicitation. Taxpayer information is never disclosed in public review responses.
GetSmart Premium AI Expansion
Included only in Premium
- Enhanced AI receptionist configuration
- Advanced AI-assisted client communications
- Expanded AI workflow capabilities
- Additional supported AI agent configurations
- Enhanced automation customization
- Premium implementation assistance
- Advanced workflow testing
- AI service configuration and usage management
The Premium subscription incorporates the proposed $197 AI upgrade component. Verify the provider's eligible features, actual cost, and usage coverage before publishing specific AI usage claims. Do not advertise unlimited AI services unless confirmed.
Your Professional Tax Software Is Already Included.
Tax professionals who purchase a qualifying GetSmart Tax Office subscription do not need to separately purchase the included Personal Tax Pro cloud software. The bundled subscription provides additional CRM and automation value.
| Feature | Standalone Software | GetSmart Tax Office Bundle |
|---|---|---|
| Personal Tax Pro cloud software | $99 one-time (launch) or $497 standard | Included while subscription is active |
| CRM & business management | Not included | GetSmart Hub CRM included |
| Appointment scheduling | Not included | Included |
| Automated client communication | Not included | Included (Pro & Premium) |
| Invoicing & payment tracking | Not included | Included |
| Branded taxpayer tax app | Included with software | Included with software |
| Tax-specific automation workflows | Not included | Included (Pro & Premium) |
| AI-assisted reception | Not included | Included (Premium) |
Existing standalone software prices and promotional offers are preserved. The $99 promotional offer and the standard $497 software price remain available for standalone purchases. The subscription is not always cheaper than standalone software — it provides additional CRM and automation value. Business Tax Pro, Complete Tax Pro, prior-year business editions, and other software products are sold separately.
One Tax Office Solution. Three Affordable Ways to Grow.
Every package includes GetSmart Personal Tax Pro cloud software, GetSmart Hub CRM, website and landing pages, invoicing, and payment tools.
GetSmart Tax Office Starter
12-month commitment
One-time setup: $199
Total subscription commitment: $564 + $199 setup = $763
- GetSmart Personal Tax Pro cloud software
- Unlimited eligible personal 1040 preparation
- Branded taxpayer tax app
- Secure taxpayer document collection through TaxSlayer
- GetSmart Hub CRM
- Website and landing pages for tax pros
- Contact and lead management
- Appointment scheduling
- Invoicing
- Secure payment links
- Client communication tools
- Business phone capabilities
- Basic administrative workflows
- Staff-assisted bank-product payment tracking
- Mobile CRM access
- Call reporting
Does not include advanced AI receptionist services or the complete tax-office automation snapshot unless separately purchased.
GET STARTED WITH STARTERGetSmart AI Tax Office Pro
12-month commitment
One-time setup: $299
Total subscription commitment: $1,764 + $299 setup = $2,063
- All Starter tax software, CRM, website, and payment features
- Tax-specific CRM automation snapshot
- Automated taxpayer onboarding
- Branded tax-app invitation workflows
- Automated SMS & email intake reminders
- Taxpayer DONE completion-confirmation workflow
- Staff verification notifications
- Missing-document follow-up automation
- Tax preparation administrative pipeline
- Automated appointment confirmations
- AI-assisted client inquiry handling where enabled
- AI-assisted appointment workflows where enabled
- Configurable AI-assisted reception and scheduling
- Google Review AI Agent module
- Automated Google review invitations
- AI-assisted review response drafts
- Client review & referral follow-ups
- Tax-season client reactivation workflows
- Payment reminder workflows
- Bank-product invoice reconciliation workflows
- Standard tax-office automation onboarding
AI usage is billed according to applicable pay-as-you-go rates unless separately covered by an approved AI package. Not unlimited AI usage.
AUTOMATE MY TAX OFFICEGetSmart AI Tax Office Premium
12-month commitment
One-time setup: $399
Total subscription commitment: $4,128 + $399 setup = $4,527
- All Pro tax software, CRM, automation, AI, and Google review features
- Enhanced AI receptionist configuration
- Advanced AI-assisted client communications
- Expanded AI workflow capabilities
- Additional supported AI agent configurations
- Enhanced automation customization within a defined scope
- Enhanced onboarding
- End-to-end automation testing
- Priority implementation coordination
- AI service configuration and usage management
The $344 Premium monthly price represents the $147 Pro subscription plus a proposed $197 AI upgrade. Verification of wholesale cost, eligible AI features, usage limits, and provider terms is pending. Do not claim unlimited AI calling, messaging, conversations, tokens, or other usage.
PREMIUM — REQUEST A CONSULTATIONBoth commitment options have the same total contracted subscription value before applicable usage charges. The 6-month option is not a month-to-month plan. The 12-month option is not prepaid annually — both are billed monthly during their respective commitments. Setup fees are displayed separately and charged once.
Phone minutes, SMS, email sends, AI usage, payment processing, and other metered services are billed separately based on actual usage. E-file, bank-product, service bureau, and other transaction fees remain separate. Tax preparers must satisfy applicable credential and EFIN requirements.
Your Tax Office Can Start Small and Scale Up.
Starter → Pro
Customers retain their existing CRM and personal tax software.
The upgrade adds:
- Advanced Tax Automation
- Google Review AI Agent
- AI-assisted reception configuration
Pro → Premium
Customers retain all existing Pro capabilities.
The upgrade adds:
- Premium AI Expansion
- Enhanced AI configuration
- Additional supported AI capabilities
Upgrades may require configuration, additional usage charges, and applicable billing adjustments. Instant activation or automatic migration is not promised unless the provisioning workflow has been implemented and tested.
Turn Great Client Experiences Into a Stronger Online Reputation.
Your tax office works hard to serve its clients. GetSmart helps you request honest Google reviews, monitor feedback, and prepare professional responses without manually chasing every review.
Automated Review Requests
Automatically invite eligible clients to share their experience on Google after their return is completed. Follow up appropriately without being intrusive.
AI-Assisted Responses
Generate professional response drafts for positive reviews. Escalate sensitive or negative feedback to management for approval before posting.
Included with AI Tax Office Pro and Premium.
UPGRADE TO PROEverything Your Tax Office Needs to Operate More Efficiently
AI Receptionist & Lead Management
Respond to incoming inquiries through configured channels, capture prospective clients, help schedule appointments, send confirmations and reminders, and route conversations requiring human assistance.
AI capabilities depend on your enabled GetSmart Hub plan and purchased AI services.
Automated Taxpayer Onboarding
Send each tax office's own branded TaxSlayer tax-app invitation, guide taxpayers through intake, provide reminders to complete questionnaires and upload documents, track completion, and notify staff when clients report their intake is finished.
Automated Document Follow-Up
Send SMS and email reminders, let taxpayers reply DONE after completing the tax app, stop intake reminders after a completion confirmation, notify staff to verify the submission, and trigger additional-information requests when needed.
A taxpayer replying DONE does not automatically verify that all required documents were received.
Tax Office CRM & Workflow Management
Manage leads and client relationships, track appointments and case stages, assign tasks to team members, monitor office activity, organize communication, and support multi-user operations.
Invoicing & Payment Management
Create branded tax preparation invoices, send secure online payment links, track payments and outstanding balances, automate payment reminders, record verified external payments, and reconcile bank-product preparation fees.
Optional Human Back-Office Preparation
Outsource eligible tax preparation data-entry work, handle seasonal overflow, reduce repetitive workload, and scale preparation capacity without hiring additional full-time in-house staff — while maintaining professional review and approval by the tax office.
Explore Human Back-Office ServicesFrom First Contact to Final Payment — Work Smarter.
Step 1 — New Client Inquiry
GetSmart Hub captures incoming leads and inquiries.
Step 2 — AI-Assisted Reception
Configured AI services help answer inquiries and schedule appointments.
Step 3 — Branded Tax App Invitation
Send the tax office's branded TaxSlayer taxpayer app link.
Step 4 — Secure Taxpayer Intake
Taxpayers complete questionnaires and upload documents through the approved tax software system.
Step 5 — Completion Confirmation
Taxpayer replies DONE or uses a confirmation button. GetSmart Hub updates the administrative status to: Client Reports Intake Complete.
Step 6 — Staff Verification
Authorized staff check the TaxSlayer submission. Only staff-verified cases move to: Ready for Preparation.
Step 7 — Human Preparation & Professional Review
The office prepares the return or purchases optional human back-office assistance. Required professional review, due diligence, signatures, and filing authorization remain the responsibility of the appropriate tax professionals.
Step 8 — Invoicing, Payment & Retention
GetSmart Hub helps manage invoices, verified payments, client communication, reviews, referrals, and next-season follow-up.
Track Your Tax Preparation Fees Without Chasing Payments.
Pay Now
Clients pay through a secure payment link using the office's connected payment provider.
Pay Later
The office issues an invoice and uses appropriate automated reminders.
Pay Through Bank Product
The tax office tracks a preparation-fee invoice associated with an approved bank-product arrangement.
Bank-Product Payment Workflow
The approved bank-product provider separately distributes: tax preparation fees to the individual tax office, service bureau fees to the appropriate service bureau, and bank fees to the appropriate provider. GetSmart Hub does not receive or distribute these bank-product funds.
- 1Create preparation-fee invoice.
- 2Mark expected payment method as Bank Product.
- 3Track pending funding.
- 4Staff verify funding through the approved provider.
- 5Staff verify actual receipt of preparation fees.
- 6Staff record the external payment against the invoice.
- 7Invoice is marked paid when fully reconciled.
- 8Outstanding-payment reminders stop.
Critical: GetSmart Hub does not process or hold bank-product funds. Bank-product funding and actual preparation-fee settlement are separate statuses. Bank-product reconciliation is staff-assisted unless an approved integration is verified. Do not claim automatic TaxSlayer funding synchronization unless a verified integration exists. No duplicate payment charges.
Illustrative Payment-Tracking Dashboard
Unpaid Invoices
—
Bank Products Pending
—
Preparation Fees Collected
—
Reconciliation Needed
—
Dashboard example is illustrative and does not represent a live, existing integration.
Your Tax Office Can Grow Without Doing Every Return Yourself.
When tax season gets busy, GetSmart Human Back Office gives your firm optional preparation capacity without requiring you to hire additional full-time employees. Trained human staff assist with data entry and draft return preparation using approved secure systems. The tax office remains responsible for required professional review, due diligence, client authorization, and filing.
What's Included
- Human-assisted preparation and data entry
- W-2 and basic 1040 returns
- Standard individual returns
- Self-employment and Schedule C returns, subject to eligibility
- More complex returns, subject to review and acceptance
- Seasonal overflow support
- Secure, authorized preparation workflows
- Tax-office review and approval before filing
Proposed Pay-As-You-Go Pricing
Pricing depends on return complexity, document completeness, scope of work, and service eligibility. Final pricing and availability are confirmed before purchase. This is a human-assisted service, not a claim that AI independently prepares or files tax returns.
10 Standard Return Credits
$549
Credits cover eligible standard returns within defined scope and complexity limits. More complex returns may require additional credits or separate quotations.
25 Standard Return Credits
$1,249
Credits cover eligible standard returns within defined scope and complexity limits. More complex returns may require additional credits or separate quotations.
100 Standard Return Credits
$4,499
Credits cover eligible standard returns within defined scope and complexity limits. More complex returns may require additional credits or separate quotations.
Pending approval: These are proposed introductory prices pending operational validation. Checkout is not activated until management confirms final pricing, preparation capacity, service agreements, refund terms, turnaround commitments, and quality-control procedures. No guaranteed turnaround times, unlimited revisions, or guaranteed acceptance of all returns.
Complete the demo request form below and tell us about your office's needs.
AI Can Automate Your Office. But Who Should Prepare Your Tax Returns?
Tax preparation requires accuracy, sound judgment, secure handling of taxpayer information, and appropriate professional oversight.
AI-Only Preparation
AI tools can assist with tax preparation when properly authorized, configured, and supervised. However, AI-only preparation may introduce risks from incorrect extraction, inaccurate conclusions, unauthorized data processing, and insufficient review.
Human Outsourcing
Human outsourcing requires confidentiality, appropriate training, controlled access, supervision, and any required taxpayer consent. It does not eliminate errors or compliance risks — both approaches require security controls, appropriate authorization, and professional oversight.
AI for Administration. Human Expertise for Tax Preparation.
GetSmart uses automation to reduce repetitive front-office work while offering human preparation assistance for offices that need additional capacity.
AUTOMATE THE PROCESS. PROTECT THE TAXPAYER. KEEP TAX PROFESSIONALS IN CONTROL.
Clear Separation of Responsibilities
Sensitive tax documents, SSNs, taxpayer bank details, and tax return data stay inside approved tax software or other specifically authorized secure systems — never in ordinary CRM contact fields, SMS, email, or unapproved AI services.
GetSmart Hub
Handles
- •Lead management
- •Client communication
- •Appointments
- •Administrative status tracking
- •Payment invoices
- •Payment reconciliation
- •Marketing automation
- •Business workflows
TaxSlayer
Handles
- •Sensitive taxpayer information
- •Secure tax document intake
- •Tax preparation data
- •Tax returns
- •Authorized e-filing
- •Supported taxpayer signatures
Human Back Office
Handles
- •Authorized preparation assistance
- •Data entry and draft returns
- •Using approved access and security procedures
- •Subject to tax-office review and approval
Do not store SSNs, EINs, tax documents, taxpayer banking information, IRS credentials, or full tax returns in ordinary CRM contact fields, SMS, email, or unapproved AI services.
This solution is not automatically compliant with IRS requirements. Applicable preparer obligations, confidentiality requirements, IRC Section 7216 restrictions, required taxpayer consent, data-security safeguards, and other legal requirements must be evaluated before human outsourcing begins. GetSmart does not claim IRS endorsement or certification.
See Your Automated Tax Office in Action
A full GetSmart AI Tax Office demonstration is in production. The video will showcase an incoming taxpayer inquiry, AI response, appointment scheduling, branded tax-app invitation, automated completion reminder, taxpayer replying DONE, staff intake verification, preparation assignment, invoice creation, bank-product payment reconciliation, and client retention follow-up.
Demo Placeholder
This is a labeled demo placeholder — not footage of a live customer account. No fabricated testimonials.
Request Your Free GetSmart AI Tax Office Demo
See how automation can transform your tax office operations.