CRM Software for Tax Accountants
Tax season is four months. Client relationships are twelve. Act like it.
TraxionLab is built for tax accounting firms that want to stop losing clients to silence. Automate document requests, fill your schedule during filing season, and keep clients engaged the other eight months of the year.
6 things ready before you log in
Separate scheduling pages for each service type. Clients book the right appointment without your team coordinating by phone.
Service-specific follow-up sequences for audit support, extensions, planning, and preparation.
A Tax Accounting landing page ready for your firm's branding and services.
A marketing form that captures prospect details before scheduling.
Track every client from inquiry through document collection, preparation, and filing.
Pre-built workflows for lead nurture, appointment reminders, no-show follow-up, review requests, and year-round engagement.
The Cost of Doing Nothing
A lost tax client costs $800+ annually. And they rarely come back once they switch, because switching accountants is something people avoid doing twice.
Average job/lead value: $800
What Tax Accounting Owners Actually Deal With
Document collection is a nightmare every single year
You email clients asking for W-2s, 1099s, and receipts. Half of them respond. You follow up manually. Some send documents in three separate emails over two weeks. By mid-March, your team is spending more time chasing paperwork than preparing returns.
No-shows and last-minute cancellations waste your busiest weeks
During tax season, every appointment slot matters. A no-show at 2pm means lost revenue you cannot recover. You are not sending reminders consistently, and clients forget appointments they booked six weeks ago.
Clients disappear after April 15 and you do not reconnect until January
You file their return, they say thank you, and then silence for nine months. No mid-year tax planning outreach, no estimated payment reminders, no quarterly check-ins. When January comes around, some of them already found someone closer to home.
Tools Built for Tax Accounting Companies
Solves pain point #1
Automated Document Request Sequences
Send timed document request sequences starting in January. Clients get specific prompts for each document type with reminders at day 3, day 7, and day 14. Your team stops chasing paperwork.
Solves pain point #2
Appointment Reminders That Reduce No-Shows
Automated text and email reminders go out 48 hours and 2 hours before every tax appointment. No-show rates drop significantly, and your busiest weeks run smoother.
Solves pain point #3
Year-Round Client Engagement
Quarterly estimated tax reminders, mid-year planning check-ins, and year-end prep campaigns keep your firm visible all twelve months. Clients feel supported, not forgotten.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month