Join Live Demo with Q&A. Register for your FREE TRIAL below...
Get Your All-in-one Platform for your Tax Agency
Marketing & Sales Platform
See payment plans
A simple, powerful workspace to manage your practice: clients, jobs, documents, teams.
$1,068
or pay 497 / month x 3
Billed Annually
A simple, powerful workspace to manage your practice: clients, jobs, documents, teams.
$1,997
or pay 497 / month x 5
Billed Annually
*includes an Advanced Tax Preparation Software
Streamline your app usage,
reduce costs.
Workflow
Automation
CRM for Tax
Professionals
Document Management for Tax
Tax Website & Branding
Streamline your app usage,
reduce costs.
Accounting Workflow Automation
Our Tax Agency Business Suite has a specialized workflow automation software designed for tax and accounting professionals, empowering you to automate tasks, gain a transparent overview of your operations, and prevent any oversights.
Accounting Workflow Automation
Our Tax Agency Business Suite has a specialized workflow automation software designed for tax and accounting professionals, empowering you to automate tasks, gain a transparent overview of your operations, and prevent any oversights.
CRM for Tax Professionals
Benefit from pre-built templates for bookkeeping, tax returns, payroll, resolution, and more, or tailor-make your own adaptable business processes to elevate your firm's performance to new heights.
Document Management
for Tax
Streamline your tax documentation process and keep everything in perfect order with our efficient Document Management solution designed specifically for tax professionals. Say goodbye to paperwork chaos and hello to a seamless tax filing experience.
Tax Website & Branding
Build your tax firm's online presence with our expert Tax Website & Branding services, leaving a lasting impression on clients and prospects alike. Elevate your brand identity and establish trust with a professional, eye-catching website tailored to your tax business needs.
CRM for Tax Professionals
Benefit from pre-built templates for bookkeeping, tax returns, payroll, resolution, and more, or tailor-make your own adaptable business processes to elevate your firm's performance to new heights.
Document Management
for Tax
Streamline your tax documentation process and keep everything in perfect order with our efficient Document Management solution designed specifically for tax professionals. Say goodbye to paperwork chaos and hello to a seamless tax filing experience.
Tax Website & Branding
Build your tax firm's online presence with our expert Tax Website & Branding services, leaving a lasting impression on clients and prospects alike. Elevate your brand identity and establish trust with a professional, eye-catching website tailored to your tax business needs.
Efficiently manage your firm and clients all within a single platform.
Streamline your business operations with ease by efficiently managing your firm and clients on a unified platform. Say goodbye to scattered data and welcome a seamless experience that boosts productivity and saves time. Take control and stay ahead in the competitive market.
Your #1 Tax Agency
Business Suite
Tax Agency
Business Suite
$997
annual tax season
Tax Agency
Business Suite
$397 x 3
Billed $1191 annual tax season
Funnel & Website Builder
Unleash your online potential with our Funnel & Website Builder. Create stunning, high-converting funnels and captivating websites effortlessly. Elevate your digital presence and drive results with a user-friendly, all-in-one solution.
Improve Tax Preparation
Innovative new features enable rock star results.
Tax Organizer
Simplify tax season with our intuitive tax organizer tool.
Auto Tax Updates
Stay worry-free with our Auto Tax Updates – ensuring you're always up-to-date with the latest tax regulations.
Lead Nurture
Nurture your tax leads with personalized care and watch your client base grow.
Stay ahead of the curve
Discover how our Tax Agency Business Suite can revolutionize your tax practice, streamlining processes, boosting efficiency, and enhancing client relationships.
TRACK YOUR LEAD CONVERSION
Attribute revenue and other KPI's to your campaign efforts
MEASURE YOUR FUNNEL
Track lead generation and conversion from social activities
Influencers who impact ROI
Approval workflow
Social CRM
At EZ Tax Agency we believe that success is the result of hard work, education and persistence. Examples given should not be considered typical and there is never a guarantee of results. Information provided is educational in nature and is not legal or financial advice. By using this website or any related materials you agree to take full responsibility for your own results, or lack thereof. Our team is here to support you, but you should always do your own due diligence before making any investment or taking any risk. Success is your duty, obligation and responsibility.