Seal More Deals Effortlessly!
Turn More Leads
Into Loyal Customers
At Tax Mate, we help you capture, engage, and convert leads seamlessly on autopilot. Utilize SMS, email, live chat, phone calls, and more to maximize your sales potential. Scroll down to see how it works!
As Featured In:
Powerful Features to Drive More Sales
Effortlessly generate high quality leads and streamline your sales process with our cutting edge automation tools.
Multi Channel Automated Follow Up
Engage leads seamlessly through SMS, email, voicemail, phone calls, and Facebook Messenger all on autopilot.
Effortless Team Collaboration
Keep your team aligned with real time tracking, campaign management, and seamless workflow coordination.
AI-Powered Appointment Scheduling
Let Tax Mate handle your bookings, so you can focus on closing more deals without the back and forth.
Smart Lead Distribution
Automatically assign leads to your team members, ensuring fair distribution and better tracking for every opportunity.
Growth without Stress
Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. Richard McClintock, a Latin professor at Hampden-Sydney College in Virginia, looked up one of the more obscure Latin words
Also You Can
Live Call Transfer
Streamline your workflow by automating call transfers, allowing you to focus on strategic growth and creative initiatives.
Reminders
Stay on top of your sales process with automated reminders for follow ups, document sharing, and other crucial tasks.
Communication Hub
Manage all your communication channels in one place, including email, SMS, phone, voicemail, Facebook Messenger, and live chat.
Advanced Reporting
Gain valuable insights into your sales and marketing performance with in-depth analytics to optimize your strategy.
Mobile App
Stay connected and close deals on the go track leads, respond to inquiries, set reminders, and manage tasks from anywhere.
PLANS FOR
Businesses Of All Sizes
(Plans are subject to usage billing where applicable)
Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
Starter
(Best for Single offices)
Get started with our affordable Starter plan, perfect for Professionals, Small Offices , and Small Service Bureaus. The plan comes with pre built funnels, automation, and processes tailored to the industry.
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
$79
/MONTHLY
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7 LIVE Support
$10 Complimentary Usage Credits
premium
(Best for Multiple offices)
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Businesses with multiple locations, service offerings, or business types.
$249
$249
/MONTHLY
Everything In Starter +
Tax Preparation & Service Bureau Systems
3 Locations
Unlimited Contacts & Users
Memberships & Courses
Communities
All Reporting
$25 Complimentary Usage Credits
reseller
(Best for Enterprises)
Unlock new revenue streams and accelerate your business growth with the power of Tax Mate.
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand And Resell Platform
Right To Resell Complimentary Features
Reseller Training Platform
Affiliate System
Brand Development
Advance API Access
$100 Complimentary Usage Credits
Starter
(Best for Single offices)
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
$79
/MONTHLY
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7 LIVE Support
$10 Complimentary Usage Credits
Seasonal Plan Available
Premium
(Best for Multiple offices)
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
$249
$249
/MONTHLY
Everything In Starter +
Tax Preparation & Service Bureau Systems
3 Locations
Unlimited Contacts & Users
Memberships & Courses
Communities
All Reporting
$25 Complimentary Usage Credits
Client Shield Reseller
(Best for Enterprises)
Unlock new revenue streams and accelerate your business growth with the power of Tax Mate
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand And Resell Platform
Right To Resell Complimentary Features
Reseller Training Platform
Affiliate System
Brand Development
Advance API Access
$100 Complimentary Usage Credits
Compare Our Plans
Discover clear pricing plans, detailed feature breakdowns, and choose the best option to maximize your investment.
Starter
Single Account Setup 1 Starter Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Premium
Single Account Setup 1 Premium Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Tax Mate Reseller
Single Account Setup 1 Reseller Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Testimonials
"Before joining Tax Mate, I had used two other software vendors. Switching to Tax Mate was the best decision I have ever made. I have been with them since the beginning and can not imagine going through tax season without this team on my side."
"Tax Mate is the most current, innovative, and passionate approach to the tax industry. This is not just a company, they are family! I truly believe that in an ever-changing industry such as ours, it is extremely refreshing to team up with a community that isn't afraid to rub shoulders with the small guys and assist them in becoming successful."
"Tax Mate is not just a software company, they bring so much to the table. They are always trying to find ways to help their clients earn more money, even after tax season. Their main priority was making sure that I was successful. You will not find that from any other software company!"
"As a small business owner, I was skeptical about switching tax software. Tax Mate has proven to be worth every penny, giving me the tools and support I need to grow and succeed."
"The customer support team at Tax Mate is absolutely amazing! They helped me set up my tax business in just a few hours. My business has grown 300% since implementing their software and support."
"I love how everything with Tax Mate is integrated in one place. From tax preparation to client management, their software has streamlined my entire business operations."
FAQ's
What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
How Secure Us My Customer Data?
In 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
How Does Your Automation Work?
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
How Do I Get Started?
Sign up for a Demo and see how easy our services make business management. We hope you'll join us once you see how can boost your business.
What Platforms Do You Integrate With
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
Ready To Close More Deals?
Schedule A Demo Now!
Copyright 2025 TAXMATE