Stop Chasing Tax Clients. Start Building a Smarter Tax Business.
Capture leads, automate follow-ups, schedule appointments, manage client relationships, and grow your tax office with powerful CRM and marketing tools designed for tax professionals.
GetSmart Hub
Tax Office Dashboard
12
New Leads
8
Appts
$4.2k
Pipeline
Client Pipeline
Auto-reply sent · Appointment reminder queued · Review request scheduled
Everything Your Tax Office Needs to Attract, Close & Retain Clients
Stop juggling sticky notes, lost text messages, missed callbacks, and disconnected calendars. GetSmart Hub brings your entire client acquisition engine into one place.
1. Capture More Opportunities
Never lose another inquiry. Capture leads from your custom website, Google profile, Facebook ads, QR codes, and phone calls — all funneled instantly into one dashboard.
2. Organize Your Tax Clients
See every client's history at a glance: contact details, intake stage, appointment date, communication history, and custom tags for 1040, Schedule C, or business returns.
3. Automate Your Follow-Ups
Speed to lead wins tax clients. Send automated SMS and email replies the second an inquiry lands. Send reminders before intake appointments so no-shows drop to near zero.
4. Build Your Online Presence
Launch plans include a custom tax office website with your logo, colors, services, and online intake forms. Look like an established firm from day one.
5. Simplify Appointment Scheduling
Let clients self-book tax intake appointments on your calendar 24/7. Automated confirmations and 24h/2h reminders ensure clients show up prepared with their documents.
6. Improve Client Retention
Run annual reactivation campaigns to bring prior-year taxpayers back before tax season kicks off. One automated email/SMS blast can fill your January calendar.
7. Launch Marketing Campaigns
Use the AI Ad Launcher (Connect & Automate tiers) to create and launch high-converting Facebook and Instagram ad campaigns tailored specifically to tax preparation.
8. Grow with Optional AI Tools
Automate website conversations, generate marketing content, and deploy conversational AI agents that answer after-hours questions and book appointments while you sleep.
Imagine What Your Tax Office Could Automate
These 10 prebuilt workflows replace hours of manual administrative work every single week during tax season so you can focus on preparing returns and serving clients.
New Lead Fast Response
Auto-reply via SMS within 60 seconds of a website inquiry with your calendar link.
Appointment Confirmations
Instant calendar confirmation + 24-hour and 2-hour reminders before tax intake.
Missing-Doc Reminders
One-click follow-up sequences asking clients to upload their remaining W-2s or 1099s.
Missed-Appointment Recovery
Auto-trigger an SMS: 'Looks like we missed you! Click here to reschedule your tax intake.'
Prior-Year Reactivation
Automated January campaign re-engaging last season's clients to lock in their spot early.
Tax Season Marketing
Broadcast seasonal promotions (e.g., refund advance announcements, early-bird specials).
Client Referral Requests
Trigger a referral request message 48 hours after a taxpayer's return is completed.
5-Star Google Reviews
Automatically text a Google review link after successful filing to boost local SEO.
Lead Qualification
Filter complex returns (Schedule C, rental properties, corporate) before booking.
After-Hours Auto-Attendant
Answer midnight client inquiries automatically and capture their name, email, and phone.
Important Security & Compliance Note
GetSmart Hub is a marketing and business management CRM. Never collect or store taxpayer Social Security numbers, EINs, or IRS credentials inside CRM forms. Use approved tax preparation software (like GetSmart Personal Tax Pro) and secure document vaults for actual tax returns.
Running Your Tax Office Manually vs. Running It with GetSmart
Here is how traditional tax practices operate compared to an automated, tech-enabled tax office.
The Software to Prepare Returns. The Tools to Grow Your Business.
Tax Software (like Personal Tax Pro) prepares and files tax returns. CRM (GetSmart Hub) manages leads, communications, appointments, and business relationships. They solve different problems — and they complement each other perfectly.
GetSmart Tax Software
- Prepare individual & business tax returns
- E-file with an authorized EFIN
- Supported prior-year returns (2021–2026)
- Branded taxpayer mobile app
GetSmart Hub CRM
- Capture & organize tax client leads
- Automated SMS & email follow-ups
- Self-serve appointment scheduling
- Marketing campaigns & client reactivation
Find the Right GetSmart Solution for Your Tax Business
Whether you are just starting out, growing your client base, or scaling a multi-preparer practice, we have the software and tools to support you.
Starting My Tax Business
Learn the tax fundamentals, get your professional tax software, and set up your dedicated business phone & client inbox.
GetSmart Tax Academy
$99 · one-time · self-paced course
Personal Tax Pro
$99 · one-time · tax software
GetSmart Essentials CRM
$27/mo · monthly · CRM & phone
Each product above is a separate purchase. Prices shown are per product — none are bundled. CRM subscriptions are billed separately through GetSmart Hub. Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
Growing My Tax Office
Capture inbound leads with a custom tax website, automate appointment booking, and run Facebook/Instagram ads to attract local taxpayers.
Personal Tax Pro
$99 · one-time · tax software
GetSmart Launch CRM
$47/mo · monthly + $199 setup · website & marketing
Live Mentorship (6 Weeks)
$397 · one-time · live training
Each product above is a separate purchase. Prices shown are per product — none are bundled. CRM subscriptions are billed separately through GetSmart Hub. Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
Scaling My Tax Business
Add business tax returns (1120, 1065), deploy full marketing automation, and explore white-label service bureau distribution.
Complete Tax Pro
$796 · one-time · personal + business software
GetSmart Automate CRM
$87/mo · monthly + $199 setup · full automation
White-Label Service Bureau
5 Tiers · wholesale partnership · apply
Each product above is a separate purchase. Prices shown are per product — none are bundled. CRM subscriptions are billed separately through GetSmart Hub. Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
Tax software is purchased here on SmartTaxSoftware.com. CRM subscriptions are billed separately through GetSmart Hub — the secure checkout links take you there directly. Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
CRM & Marketing Plans for Every Stage of Your Tax Business
All plans include CRM, business phone, email system, and mobile app. Upgrade as your tax office grows. Secure signup, billing, and account access are provided through GetSmart Hub.
GetSmart Essentials
Core CRM to organize your tax office
CRM (5)
- Contacts & Conversations
- Email System
- Opportunities
- Phone
- Tags
Landing (2)
- Dashboard
- Launchpad
Marketing (1)
- Snippets
Mobile App (1)
- Mobile App
Reporting (1)
- Call Report
Ideal for: New preparers who need a simple CRM, business phone, and email to manage clients.
Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
GetSmart Launch
Website + payments + marketing to grow your client base
+ $199 one-time website setup — branded templates, email & workflows
CRM (5)
- Contacts & Conversations
- Email System
- Opportunities
- Phone
- Tags
Landing (2)
- Dashboard
- Launchpad
Marketing (2)
- Brand Boards
- Snippets
Media Storage (1)
- Media Storage
Mobile App (1)
- Mobile App
Payments (4)
- Documents & Contracts
- Invoices
- Payment Links
- Payments Core
Private Integrations (1)
- Private Integrations
Reporting (1)
- Call Report
Sites (4)
- Analytics
- Domains and URL Redirects
- Forms
- Websites + $199 setup fee
Ideal for: Growing tax offices that need a custom website, online payments, and marketing tools to attract clients.
Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
GetSmart Connect
AI Ad Launcher + advanced automation
+ $199 one-time website setup — branded templates, email & workflows
CRM (5)
- Contacts & Conversations
- Email System
- Opportunities
- Phone
- Tags
Landing (2)
- Dashboard
- Launchpad
Marketing (2)
- Brand Boards
- Snippets
Media Storage (1)
- Media Storage
Mobile App (1)
- Mobile App
Payments (4)
- Documents & Contracts
- Invoices
- Payment Links
- Payments Core
Private Integrations (1)
- Private Integrations
Reporting (1)
- Call Report
Sites (4)
- Analytics
- Domains and URL Redirects
- Forms
- Websites + $199 setup fee
Ideal for: Established tax offices that want to run Facebook/Instagram ad campaigns and automate lead follow-up.
Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
GetSmart Automate
Full automation suite + workflows
+ $199 one-time website setup — branded templates, email & workflows
CRM (5)
- Contacts & Conversations
- Email System
- Opportunities
- Phone
- Tags
Landing (2)
- Dashboard
- Launchpad
Marketing (2)
- Brand Boards
- Snippets
Media Storage (1)
- Media Storage
Mobile App (1)
- Mobile App
Payments (4)
- Documents & Contracts
- Invoices
- Payment Links
- Payments Core
Private Integrations (1)
- Private Integrations
Reporting (1)
- Call Report
Sites (4)
- Analytics
- Domains and URL Redirects
- Forms
- Websites + $199 setup fee
Ideal for: Scaling tax businesses that need complete workflow automation, advanced pipelines, and maximum operational efficiency.
Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage.
Usage-Based Charges Apply
Phone minutes, SMS, AI usage, email sends, and advertising spend are metered and billed separately based on actual usage — they are not included in the monthly or annual subscription price. GetSmart Hub provides transparent billing — you only pay for what you use beyond plan inclusions.
Secure signup, billing, subscription management, and account access are handled through GetSmart Hub. SmartTaxSoftware.com does not process SaaS payments directly. The Founding 100 promotional rate is available to the first 100 paying subscribers; standard terms apply thereafter.
Frequently Asked Questions
Is GetSmart Hub the same as GetSmart Tax Pro software?
No. GetSmart Tax Pro is professional tax preparation software for preparing and filing tax returns. GetSmart Hub is a separate CRM and marketing automation platform for managing leads, appointments, and client communications. They are separate products with separate subscriptions.
Do I need the CRM to use the tax software?
No. The CRM is completely optional. You can purchase Personal Tax Pro for $99 and use it to prepare returns without any CRM subscription. The CRM is for tax offices that want to systematize lead capture and client management.
What's included in the Founding 100 CRM offer?
The Founding 100 offer provides the GetSmart Launch plan at $47/month (regularly higher) to the first 100 paying subscribers. It includes CRM, custom website ($199 setup fee), business phone, email, payments, appointment scheduling, and marketing tools. Phone, SMS, AI, and advertising usage are billed separately based on actual usage.
Can I store taxpayer information in the CRM?
No. GetSmart Hub is a marketing and business management CRM. Never store taxpayer Social Security numbers, EINs, IRS credentials, or tax return documents in CRM forms. Use approved tax preparation software and secure document systems for sensitive taxpayer data.
Where do I sign up and pay for the CRM?
All CRM subscription signup, billing, and account access is handled through GetSmart Hub. The checkout buttons on this page link directly to secure GetSmart Hub checkout pages. SmartTaxSoftware.com does not process SaaS payments directly.
Can I upgrade or downgrade my CRM plan later?
Yes. You can start with Essentials at $27/month and upgrade to Launch, Connect, or Automate as your tax office grows. All plans include the core CRM, business phone, email, and mobile app.
Grow Your Tax Office the Smart Way.
Join the Founding 100 and get CRM, marketing automation, and business tools designed for tax professionals — starting at just $47/month.
Secure signup and billing provided through GetSmart Hub. CRM subscription is separate from tax software purchases.