Tax Prep Software That Handles the Rush Without the Chaos
Seasonal volume should not mean missed deadlines and lost documents. Smarfle keeps your client pipeline organized, your filings on track, and your team productive.
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)
Sound familiar?
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.
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...
Tap the ones that resonate
This probably isn't for you if...
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.
Everything your tax preparation business needs
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.
Plans that grow with your tax preparation business
All plans include a 7-day free trial. No credit card required.
Starter
Solo operators & small teams
- Up to 3 users (1 owner + 2 techs)
- Up to 100 clients
- 1 GB storage
- Unlimited work orders & invoices
- Client portal
- Scheduling calendar
- Reports & analytics
- Review requests
- Voice AI receptionist (usage-based)
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
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Voice AI receptionist (usage-based)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Tax Preparation CRM questions
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.
7 days free · No credit card · Cancel anytime