Scale Your Tax
Practice with
Automation
Stop losing clients to manual processes and outdated systems. Our HighLevel-powered automation suite helps tax professionals capture more leads, nurture clients year-round, and scale their practice without the overwhelm.
Choose from over 10+ cutting—edge products
The Complete HighLevel Solution for Tax Professionals
Our Advanced Pro Plan combines the power of HighLevel's automation platform with tax industry expertise to create a complete business growth system.
Transform Your Practice with Proven Automation
Capture leads 24/7 even when you're sleeping
Automatically nurture prospects into paying clients
Reduce manual work by 80% with smart automation
Scale your practice without hiring more staff
Maintain client relationships year-round
Track and optimize every marketing dollar spent
24/7 Lead Capture
Never miss a potential client again with automated lead capture forms and instant response systems.
Email Marketing Automation
Keep clients engaged year-round with automated email sequences and newsletters.
Appointment Scheduling
Let clients book appointments automatically with integrated calendar systems.
SMS & Voice Campaigns
Reach clients instantly with automated SMS and voice message campaigns.
Professional Website
Get a conversion-optimized website that works 24/7 to generate leads.
Analytics & Reporting
Track your ROI and optimize your marketing with detailed analytics.
Join 500+ Successful Tax Professionals
Don't let another tax season pass without the automation systems that could transform your practice. Schedule your demo today and see exactly how we can help you scale.
Here's what our customer has to says
Scale Suite transformed my practice completely. I went from manually following up with leads to having a system that works 24/7. My client base grew by 200% in just 6 months.
The automation features are incredible. I save 15+ hours per week on administrative tasks and can focus on what I do best - helping clients with their taxes.
The year-round client engagement system is a game-changer. I no longer have feast or famine seasons - my revenue is consistent throughout the year.
Are These Problems Costing You Thousands Every Month?
Most tax professionals are losing money and clients due to outdated manual processes. Here are the biggest challenges we solve for tax practices like yours.
Losing Clients to Competitors
Manual follow-up processes mean potential clients slip through the cracks while competitors with automated systems capture them instantly.
Seasonal Revenue Gaps
Tax season brings a flood of work, but the off-season leaves you scrambling for income with no systematic way to maintain client relationships.
Missed Opportunities 24/7
Potential clients are searching for tax help at all hours, but your phone goes to voicemail and your website doesn't capture leads automatically.
Manual Administrative Burden
Hours spent on repetitive tasks like appointment scheduling, document collection, and client communication that could be automated.
Inconsistent Marketing ROI
Spending money on ads and marketing without proper tracking, follow-up systems, or conversion optimization means wasted budget.
No Scalable Systems
Growth means more chaos instead of more profit because you lack the automated systems needed to scale efficiently.
Client Management
Automated follow-ups
Lead Generation
24/7 capture system
Business Growth
Scale without stress
Ready to Transform Your Tax Practice?
Everything you need to scale your tax practice with HighLevel automation. No hidden fees, no long-term contracts.
Advanced Pro Plan
Complete HighLevel automation suite for growing tax practices
$119
/month
$169 one-time setup
Complete HighLevel CRM & Automation
24/7 Lead Capture System
Email Marketing Automation
SMS & Voice Campaigns
Appointment Scheduling
Pipeline Management
Analytics & Reporting
Free Hosting & Domain
Mobile App Access
Unlimited Contacts
White-label Solution
Priority Support
Additional Services
Logo Design
$85
Professional logo design that represents your tax
practice brand
Custom Logo Design
Multiple Concepts
Unlimited Revisions
High-Resolution Files
Vector Formats
Brand Guidelines
Commercial License
Funnel Design
$699
High-converting sales funnel designed to capture
and convert tax clients
Landing Page Design
Lead Magnet Creation
Email Sequence Setup
Thank You Pages
Conversion Optimization
A/B Testing Setup
Analytics Integration
Full Website Design
$1,450
Professional, conversion-optimized website
designed specifically for tax professionals
Custom Design & Development
Mobile Responsive
SEO Optimized
Lead Capture Integration
Professional Content
Contact Forms
Service Pages
About & Team Pages
Your All-in-One CRM Software for Recruiting and Peak Tax Seasons
Ads & Leads Management
Websites
Funnels
Forms & Surveys
Email & SMS Marketing
Make Phone Calls
Create Tasks and Calendars
Collect Payments
...and A Lot More in One Software
Join 500+ Successful Tax Professionals
Don't let another tax season pass without the automation systems that could transform your practice. Schedule your demo today and see exactly how we can help you scale.
