Tax Prep Software That Handles the Rush Without the Chaos
Survive the season and monetize the off-season. Smarfle books appointments, tracks document checklists and client status, and runs the planning follow-ups after April. From $19/month.
142
38
87
$31,200
Nguyen Family (1040)
Individual Tax Return
Atlas Digital LLC
Business Tax Return (1120S)
Campbell Estate
Estate Tax Return (706)
Greenwood Partners
Partnership Return (1065)
Everything a tax preparation business runs on
Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the tax preparation workflows below.
Tax Preparation Scheduling Software
Tax season buries the calendar. Smarfle's shared scheduling + recurring quarterly client check-ins keep the rest of the year productive too.
Learn moreTax Preparation Billing Software
Tax-season project fees + monthly retainer for advisory + quarterly check-in billing. Tax-prep needs all three with recurring auto-charge.
Learn moreTax Preparation Invoicing Software
Return filed = invoice generated + sent in 30 seconds. Same-day invoicing keeps tax-season cashflow steady.
Learn moreThe growth side, built in
Tax Season Call Tracking
February calls arrive faster than anyone can answer. Tracking logs the flood, and text-backs book appointments from the missed ones.
Reviews & Google Business Profile
Filers pick preparers on rating and proximity. Reviews requested after refunds land write themselves.
Website & Lead Follow-Ups
Intake forms with document checklists cut appointment time, and off-season follow-ups sell planning to your best returns.
Plans that grow with your tax preparation business
All plans include a 7-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 100 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Activity log, tags, custom fields
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 200 clients
- 1 GB storage
- Everything in Solo
- Voice AI receptionist (usage-based)
- GMB rank tracking
- Search Console integration
- API access + webhooks
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- AI work order summaries
- GBP Posts + Dashboard
- Workflows automation
- Website builder + AI content
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Where tax preparation businesses lose time and money
The day-to-day friction every tax preparation owner recognizes.
Document Collection Is a Constant Chase
Clients promise to send their W-2s and 1099s but never follow through. Your staff spends hours sending reminder emails and making phone calls. Returns sit incomplete while deadlines approach.
Seasonal Volume Overwhelms Your Workflow
January through April, every preparer is buried. Without a clear system showing who is working on what, returns get started but not finished, clients slip through the cracks, and extensions pile up unnecessarily.
Status Updates Require Manual Tracking
Clients want to know where their return stands. Your front desk fields dozens of status calls daily, pulling staff away from preparation work. A simple question consumes ten minutes every time.
Built for tax preparation businesses
Not a generic CRM. Every feature is tailored to how tax preparation companies actually work.
Return Tracking From Intake to Filing
Create a record for every return with client, type, assigned preparer, and filing status. Track each return through intake, preparation, review, filing, and completion stages.
Automated Invoicing on Return Completion
When a preparer marks a return as filed, the invoice generates automatically with the correct service and fee. Clients receive their bill the same day their return is submitted.
Client Portal for Document Upload and Status
Clients log in to upload their documents and check the status of their return. Your staff stops fielding status calls and clients stop wondering what is happening.
Preparer Assignment and Workload Balancing
Assign returns to preparers based on complexity and current workload. See who has capacity and who is overloaded so you can redistribute during peak season.
Seasonal Revenue and Volume Reporting
Track returns filed, revenue collected, and average turnaround time. Compare year-over-year performance and identify bottlenecks in your preparation process.
Document Checklist Tracking
Per-client checklists show exactly what is missing, so returns stop stalling on one absent W-2.
Every tax preparation call, handled your way
Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a tax return flows through Smarfle
From January intake to filed return — seasonal volume managed without chaos.
- 1
Returning client books / new client inquires
Web form, AI receptionist for January/February rush, or auto-prompted return clients via maintenance reminders. Client record holds prior-year custom fields.
- 2
Document intake
Booking confirmation includes a checklist of required documents. Client uploads via the client portal; documents auto-attach to the client record.
- 3
Preparer assigned + return drafted
Work order assigned to the right preparer based on complexity (custom fields). Time tracking against billable hours. Job checklist enforces every-form-checked discipline.
- 4
Review + e-file
Senior review captured in checklist, e-signature via portal, return e-filed, refund or balance due communicated.
- 5
Bill + review + next-year reminder
Auto-invoice via Stripe payment link, review request after acceptance from IRS, maintenance reminder schedules next year's intake.
Same flow for every tax preparation business, only the terminology and details change.
Is Smarfle the right fit for your tax preparation business?
We built this for a specific type of business owner. Tap each one that sounds like you.
We built this for you if...
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And that's okay
Document Collection That Runs Itself
When a return is missing documents, the system flags the gap and notifies the client through their portal. Clients upload directly, your preparer gets an alert, and the return moves forward without phone tag or email threads.
The full tax preparation toolkit, in detail
Three ways Smarfle transforms how you operate, get paid, and grow.
Return Tracking Pipeline
Every return moves through intake, preparation, review, filing, and completion. See all returns at each stage and identify bottlenecks before deadlines arrive.
Document Collection Portal
Clients upload documents directly to their return. A checklist shows what has been received and what is still missing so your team knows exactly where things stand.
Preparer Assignment Dashboard
See every preparer's current workload, assigned returns, and upcoming deadlines. Reassign returns in one click to balance capacity during rush periods.
Deadline Alerts and Extension Tracking
Get notified before filing deadlines. Track which returns need extensions and manage extension filings as a separate workflow so nothing is forgotten.
Tax Preparation CRM questions
Related industries
Other trades using Smarfle to run their book of business.
Accounting CRM
Same client base year-round. Bookkeeping and tax prep run on one client relationship.
ExploreFinancial Advisor CRM
Adjacent financial services for the same clients. Cross-refer planning and prep.
ExploreInsurance CRM
Seasonal financial-services work with renewals and document collection.
ExploreWhy businesses stay
A Florida company that treats you like a partner
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
Ready to run your tax preparation business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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