Updated
Tax preparation CRM software
Tax preparation CRM software sized for the ten weeks that carry your year. Document reminders go out on the schedule you set. Every return sits on one status board and clients stay informed without a call from your staff.
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38
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$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)
Tax practice management software for filings, fees and clients
Your year happens in ten weeks, with documents, filings and fees moving at once. Smarfle keeps every filing's status, preparer and fee on your client record.
Tax preparation scheduling software
Clients book appointments online, and each filing sits on the deadline calendar with its preparer and status.
Tax preparation billing software
Year-round clients pay a monthly fee from a saved card, so the off-season brings in steady revenue.
Tax preparation invoicing software
Preparation fees go out as invoices with a pay link, so clients pay before you file their return.
Calls, reviews and your tax preparation website in one account
Tax office call tracking
Tax season calls come in waves. Every call shows its source, and missed ones get a text right away.
Reviews and Google Business Profile
Clients get a review request after each filing, and new clients check those ratings before choosing a preparer.
Website and lead follow-ups
Appointment requests from your website reach the calendar, and engagement letters waiting on a signature get automated reminders.
CRM for tax preparers, priced for the season
All plans include a 14-day free trial. No credit card required.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Three tax office problems Smarfle fixes
Seasonal staff seeing every client
Preparers on the technician role see only the filings assigned to them, with fees and invoices hidden.
Returns with no status board
Every filing carries a status your team updates, so the board shows what is waiting, in progress and done.
Last year's clients not rebooked
Filter last season's clients by tag, preview the list, and send one text with your booking link in January.
Four ways to answer tax preparation calls
Choose how the office line answers in tax season. A call you miss is texted back or answered by the AI, and every call is logged on the client.
Plain forwarding
$0.04/min
Rings your phone, and every call is logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone; calls are recorded, transcribed and saved to the customer.
Busy message and text-back
~$0.05/call
Plays your message, then texts the caller. Replies land in your Inbox.
AI receptionist
$0.25/min
The AI answers, qualifies the caller and books the job, day or night.
Spam screening comes with every mode. Unknown callers press a key before the call connects, and screened calls cost nothing. How spam screening works
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a tax filing flows through Smarfle
One return as it moves through the season.
- 1
Tax appointment booked
A call, text or online booking becomes a client with the filing created.
- 2
Documents requested
A workflow emails the document checklist and follows up until it arrives.
- 3
Return prepared
The preparer works the return in your tax software and logs time on the filing.
- 4
Fee paid
The fee invoice goes out with a pay link before you file.
- 5
Filed and reviewed
The filing is marked complete, the client gets a text, and a review request follows.
Tax offices Smarfle suits
Independent tax offices, small accounting firms and seasonal preparers.
A good fit if
Probably not a fit if
Everything Smarfle does for a tax business
One link per tax client, no password
Each client gets one link with invoices, receipts and any file you share, and pays the fee there.
Engagement letters signed online
Send the engagement letter as an estimate the client signs on their phone, with a deposit if you take one.
Mid-year check-in reminders
Set an estimated tax or planning reminder on the client, and Smarfle emails and texts them when it comes due.
Tax preparation CRM features for the season
Season is short, so every minute of office work counts. Saved checklists, preparer hours, private files and client texting keep the office quick.
Document checklist on each filing
Save the documents you need as a checklist on the filing service, so every return opens with the list to tick off.
Preparer hours on each filing
Preparers log minutes on each filing at their own rate, so complex returns show what they really cost.
Tax files kept private
Upload returns and letters to the client's private folder, and share one file on a link that expires.
Client texts in one thread
Clients text your office number, and the thread stays on their record so any preparer can answer.
Get more clients for your tax business
Tax preparation lead generation
Most tax clients come back every year without being asked. The first one pays for itself many times over. Smarfle finds the people searching in your area during the season and sends their situation with the request. Take the returns you want.
Flat pricing per accepted lead
Tax Preparation leads run about $20 each. You see the job and ZIP first, then accept or pass free, with no lead budget or bidding.
When leads start
Google needs time to rank the pages we add around you, so plan for up to two months. You pay per lead, never for waiting.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed for a wallet refund.
Tax preparer CRM questions firms ask before filing season
Related industries
Other professional service firms with a similar workflow.
Accounting CRM
Bookkeeping engagements with monthly billing.
Financial advisor CRM
Planning clients with annual reviews.
Insurance CRM
Renewal-driven client work with reminders.
Switching to Smarfle from another tax prep CRM?
Your clients, services and last season's filings are imported for you, so returning clients are ready on day one.
- Comes across
- Clients, services with prices, and past projects with their dates and prices.
- Set up fresh
- Recurring plans and saved cards, since card numbers never move between systems.
- Stays in your old system
- Past invoices, so export them as a file before you cancel.
Why businesses stay
Who you are buying from
Ihor Lavrenenko, founder of Smarfle and author of Rank, Ring, Repeat, a local SEO guide for business owners, puts his name on this product after helping hundreds of local businesses grow. Ask for a feature or a change and it is often built by the next day.
Try Smarfle free for 14 days
No credit card. Import your clients and book the next appointment today.
14 days free · No credit card · Cancel anytime