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Empower Your Tax Firm with AI-Powered Automation and Client Engagement Tools

Empower Your Tax Firm with AI-Powered Automation and Client Engagement Tools

Transform your tax firm with AI automation and advanced tools for seamless client engagement.

Automate Data Entry with Taxynx

Say goodbye to manual entry with our advanced AI tools.

Streamline Client Management

Stay organized with an all-in-one dashboard.

Boost Revenue with Smart Workflows

Automate mundane tasks, freeing up time for growth.

What Our Customers Are Saying

Our expert support team is available to assist you 24/7. Whether you have a question or need technical 

James P.
James P.
Multi-Office Tax Business Owner
Game Changer for My Business!
☆ ☆ ☆ ☆ ☆

As a busy professional, I’ve always struggled to keep my clients tax documents organized and stay on top of deadlines. TaxSynx has been a game-changer for me. The automations save me so much time, and I appreciate the updates on my clients return status without having to remember to do all that myself. Highly recommend it to anyone looking for a seamless tax solution!

1 Day Ago
Amanda R.
Amanda R.
Solo Tax Preparer
Best Investment for My Growing Office!
☆ ☆ ☆ ☆ ☆

At 49, I’ve been through my fair share of tax prep softwares and SBs who make alot of promises, but nothing compares to TaxSynx. It’s intuitive, easy to use, and keeps everything streamlined. I love the personal touches, like reminder emails to my clients, the campaigns that i can create and even the AI features that i was leery about as a women who is not tech savvy. The service is nothing short of amazing.

7 Days Ago
Shannon T.
Shannon T.
Tax Business Owner
Saved So Much Time!
☆ ☆ ☆ ☆ ☆

Girl, let me tell you—TaxSynx saved my life this tax season! Between work and everything else, I don’t have time to stress over documents or follow-ups. TaxSynx kept me on track. It’s worth every penny!

5 Days Ago
Amanda R.,
Amanda R.,
Solo Tax Preparer
Worth its Weight in Gold!
☆ ☆ ☆ ☆ ☆

At 49, I’ve been through my fair share of tax prep softwares and SBs who make alot of promises, but nothing compares to TaxSynx. It’s intuitive, easy to use, and keeps everything streamlined. I love the personal touches, like reminder emails to my clients, the campaigns that i can create and even the AI features that i was leery about as a women who is not tech savvy. The service is nothing short of amazing.

7 Days Ago

About Us

At Taxsynx, our mission is simple: empower tax professionals with cutting-edge tools that automate and streamline their practice. Founded by a team of tax experts and tech innovators, we understand the challenges tax professionals face during peak seasons and beyond. Our platform leverages AI-powered automation to eliminate manual tasks, enhance client communication, and help you focus on growing your business. We’re committed to making your practice more efficient, more profitable, and less stressful—so you can deliver the best service to your clients.
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Why Taxsynx is Your Best Choice

Designed by tax professionals, for tax professionals.

Efficiency

AI automates repetitive tasks.

Client Satisfaction

Seamless tax solutions designed with your satisfaction in mind.

Full Integration

Effortless tax solutions, fully integrated to meet your needs and exceed your expectations.

Scalable

Scalable tax solutions that grow with your business and simplify your workflow.

Explore Unique Features

Our expert support team is available to assist you 24/7. Whether you have a question or need technical assistance.

Real-Time Communication

TaxSynx CRM revolutionizes how tax professionals stay connected with their clients through real-time communication tools. With integrated SMS and email capabilities, you can instantly send updates, reminders, or notifications, ensuring your clients are always informed. The notifications tab makes it easy to track sent messages and client responses, keeping communication seamless and transparent. Whether you’re following up on a document or providing tax filing updates, TaxSynx makes staying in touch effortless.

Customer-Facing Portal

The customer-facing portal provides a personalized hub where clients can upload documents, view tax information, and track their tax filing status in real time. This feature reduces back-and-forth communication by giving clients the autonomy to access their information on demand. It’s an essential tool for improving client satisfaction and saving valuable time for both you and your team.

Payment Processing & Referral Fee Management

TaxSynx CRM simplifies financial transactions by allowing you to accept payments directly through the platform. In addition, you can send referral fees to clients, incentivizing word-of-mouth marketing while streamlining payouts. These integrated financial tools eliminate the need for external software, creating a seamless and professional experience for your clients.

What Our Customers Are Saying

Our expert support team is available to assist you 24/7. Whether you have a question or need technical 

Frequently Asked Question

Designed by tax professionals, for tax professionals.
What is TaxSynx CRM?
TaxSynx CRM is a cloud-based customer relationship management system designed specifically for tax professionals. It helps streamline client management, automate workflows, and boost productivity with features like document uploads, e-signatures, customer portals, and more.
TaxSynx integrates seamlessly with popular tax software like TaxWise® and TaxSlayer®, allowing you to manage client data and automate processes without switching platforms.
Yes! TaxSynx CRM is entirely cloud-based, meaning you can access your data securely from anywhere with an internet connection.

We offer three pricing tiers to fit your business needs

Essentials ($599/year or $69.99/month): Perfect for solo tax preparers. Includes client management, document uploads, e-signatures, and more.
Pro Suite ($999/year or $99.99/month): For growing businesses, offering multi-user access, campaigns, and advanced tools.
Tax Boss Pro ($1,499/year or $129.99/month): Unlimited users, referral fee management, and payment processing directly through the CRM.
Check out the Pricing Page for a full breakdown.

Yes, TaxSynx CRM supports multiple office capabilities, making it easy to manage teams and clients across various locations.

Absolutely! TaxSynx offers a user-friendly portal where clients can upload documents, view tax information, and track their status—all in one place.
Yes, you can send referral fees to clients and process payments directly within the CRM, streamlining financial transactions.
Yes, we provide 24/7 customer support to ensure you always have access to assistance when you need it.
TaxSynx CRM is tailored for tax professionals, with features like ERO tracking, white-label customization, and campaign management tools to grow your business and enhance client satisfaction.
Getting started is easy! Simply sign up for a free demo or choose a pricing plan that suits your needs. Our team will guide you through the onboarding process.
Yes, you can cancel your subscription anytime. However, we recommend reaching out to our support team if you have concerns—we’re here to help make TaxSynx work for you!
Absolutely! TaxSynx uses advanced encryption and security measures to ensure your data and your clients’ information are safe.

Simplify Your Tax Season

Ready to take your tax business to the next level? Schedule a demo today.
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