Built by tax pros, for pros.
The CRM Built for Tax Pros
Manage clients, documents, workflows, programs, and your entire tax office in one easy-to-use platform.
No more juggling 10 different apps. Tax Mastery Pro CRM helps tax professionals stay organized, automate tasks, and grow smarter.
for Your Office
Clients
Client Portal
Workflows
Everything You Need to Run Your Office
From client intake to e-signatures and payroll, run your entire tax office in one secure, powerful platform.
Portal
Forms
Uploads
Manager
Center
Management
Everything You Need to Run Your Office
From client intake to e-signatures and payroll, run your entire tax office in one secure, powerful platform.
Portal
Forms
Uploads
Manager
Center
Management
Why Tax Pros Love Tax Mastery Pro CRM
Tax Mastery Pro was built from real tax office experience, so every tool is designed around the way tax professionals actually work.
ERO Plans
Choose the plan that fits your office.
Hatching Plan
$59/month+ $599 setup
- Up to 5 preparers
- Unlimited clients
- 25 GB storage
- All CRM features
Nest Plan
$79/month+ $799 setup
- Up to 15 preparers
- Unlimited clients
- 100 GB storage
- All CRM features
Most Popular
Parliament Plan
$99/month+ $999 setup
- Up to 50 preparers
- Unlimited clients
- 500 GB storage
- All CRM features
Enterprise Plan
$249/month+ $1299 setup
- Unlimited preparers
- Unlimited clients
- Unlimited storage
- All CRM features
Turn Tax Mastery Pro Into an Additional Revenue Stream
Tax Mastery Pro gives service bureaus the power to offer a fully branded CRM to every ERO office under their network.
You set your own monthly pricing and setup fees, allowing you to build recurring revenue while providing your firms with the tools they need to manage clients, preparers, documents, payments, workflows, and more.
Each ERO office receives its own branding, logo, colors, emails, and secure dashboard, while you can oversee all of your offices from one centralized service bureau portal.
Your Pricing. Your Brand. Your Profit.
Grow your service bureau, strengthen your ERO relationships, and create an additional stream of monthly income without building a CRM from scratch.
Turn Tax Mastery Pro Into an Additional Revenue Stream
Tax Mastery Pro gives service bureaus the power to offer a fully branded CRM to every ERO office under their network.
You set your own monthly pricing and setup fees, allowing you to build recurring revenue while providing your firms with the tools they need to manage clients, preparers, documents, payments, workflows, and more.
Each ERO office receives its own branding, logo, colors, emails, and secure dashboard, while you can oversee all of your offices from one centralized service bureau portal.
Your Pricing. Your Brand. Your Profit.
Grow your service bureau, strengthen your ERO relationships, and create an additional stream of monthly income without building a CRM from scratch.
Want to See the CRM Before You Join?
Schedule a Zoom demo for a live walkthrough of the key features included in your Tax Mastery Pro CRM plan. See how the system can fit into your office workflow and get answers to any questions you may have.
Frequently Asked Questions
Find quick answers about Tax Mastery Pro CRM, including features, pricing, onboarding, branding, service bureau options, support, and how the platform can help simplify your tax office.
What is Tax Mastery Pro CRM?
Tax Mastery Pro is an all-in-one client relationship management system designed specifically for tax professionals. It helps you manage clients, preparers, documents, appointments, invoices, signatures, workflows, and more from one secure platform.
Does Tax Mastery Pro integrate directly with tax software?
Tax Mastery Pro currently operates independently from tax preparation software. Direct integrations with select tax software providers may be added in the future.
Who can use Tax Mastery Pro?
Tax Mastery Pro is built for solo tax professionals, growing tax firms, EROs, multi-office businesses, and service bureaus.
Will the CRM be branded to my business?
Yes. Your CRM can include your business name, logo, colors, branded emails, and customized login experience so your clients and team see your business, not ours.
Do I need to download any software?
No. Tax Mastery Pro is web-based and can be accessed through a supported internet browser from a computer, tablet, or mobile device.
Can my clients upload documents through the CRM?
Yes. Clients can securely complete intake forms, upload tax documents, view requests, sign documents, receive invoices, and communicate with your office through their client portal.
Can I add preparers and team members?
Yes. You can add preparers and authorized team members based on the limits included with your plan. User permissions help control what each person can access.
Is Tax Mastery Pro designed to support compliance?
Yes. The CRM includes compliance-focused features such as secure document management, user permissions, activity tracking, electronic signatures, and tools that support your office’s security procedures. Each firm remains responsible for maintaining its own WISP, policies, safeguards, and regulatory compliance.
Can I cancel my plan?
Yes. Monthly plans may be canceled at any time. Setup fees and payments already made are nonrefundable.
Can Tax Mastery Pro replace the other apps I use?
Tax Mastery Pro combines many common tax-office tools into one system, including client management, document collection, electronic signatures, invoicing, appointments, communication, workflows, preparer management, and more.
Do you offer training and onboarding?
Yes. New customers receive onboarding instructions to help them submit their branding, business information, and setup details. Additional walkthroughs and support resources may also be available.
Can I schedule a live CRM demonstration?
Yes. You can schedule a Zoom demonstration to see the CRM, review key features, ask questions, and learn how the platform can fit your tax-office workflow.
Do you offer plans for service bureaus?
Yes. Service bureaus can provide branded CRM accounts to their ERO offices, set their own setup fees and monthly pricing, and create an additional revenue stream.
Can service bureaus manage all their ERO offices in one place?
Yes. Service bureaus receive a centralized dashboard where they can oversee participating ERO offices, communicate with firms, review activity, and manage their CRM network.
How do I get Service Bureau pricing?
Service Bureau plans are customized based on the number of offices and the features your organization needs. Contact us for pricing and plan options.
Can I download my business records if I cancel?
Yes. You can download your business documents and available records before your account is closed.
Contact Tax Mastery Pro
Let’s Find the Right CRM Solution for Your Tax Business
Have questions about Tax Mastery Pro CRM, available plans, onboarding, features, or Service Bureau options? Complete the form below and tell us how we can help.
Whether you are a solo tax professional, growing firm, ERO, or Service Bureau, our team is ready to help you explore the best solution for your business.
Your tax office deserves more organization, fewer apps, and one powerful system built for the way tax professionals work.
Email: info@gettaxmasteryprocrm.com
Hours: Mon-Fri 9am to 5pm
Phone: (682) 699-1610
