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Get Your All-in-one Platform for your Tax Agency

Marketing & Sales Platform

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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.

$1,665

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.

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