One Platform. Your Entire Tax Office.
Taxify360 is the operating system for modern tax offices — replacing your CRM, dialer, funnels, automations, compliance tools, and ERO network infrastructure in a single AI-powered command center.
In One Platform
Tech Stack Savings
Using It Now
Optimization Engine
Four Engines. One Operating System.
Taxify360 is not a collection of features — it's a purpose-built infrastructure for tax offices. Every engine works together so your office runs on one system, not sixteen subscriptions.
Turn Strangers Into
Booked Appointments.
Your office can't grow what it can't reach. The Capture Engine deploys AI-powered ads, funnels, chat, and intake forms that work 24/7 to fill your pipeline — before you've had your morning coffee.
Every Conversation.
One Command Center.
Missed calls lose clients. Slow replies lose deals. The Nurture Engine gives your team a unified communications hub — text, email, voice, and portal — so no client slips through the cracks.
Pipeline Visibility.
Revenue Control.
You can't scale what you can't see. The Close Engine gives you a complete operations dashboard — every client, every deal, every dollar — with built-in payments so nothing gets left on the table.
AI That Works While
You Prepare Returns.
The Automate Engine eliminates manual work across your entire office. AI workflows, seasonal campaigns, and compliance tools run in the background so your team stays focused on what pays.
One Subscription.
to Replace
Them All
⬡ Ready to consolidate your tech stack?
No setup fees · ERO network access included · Cancel anytime
Your Entire Office.
In Your Pocket.
No RingCentral. No AT&T. No VoIP Contract. Just Taxify360.
Purchase a business number or port your existing one directly into Taxify360 — and run every call, text, and client conversation for your entire team from one centralized platform. Every call recorded, every message logged, and full visibility into how every preparer in your office communicates with clients. One number. Your whole team. Zero dropped leads.
Every Client.
One Feed.
No more jumping between Gmail, your cell phone, and a separate texting app. Every SMS, email, call, and chat from every client lands in one unified inbox — accessible from desktop or mobile, by every preparer on your team.
Call From Your
Business Number.
Make and receive calls directly from your Taxify360 dashboard — on desktop or mobile. Calls display your business number, not your personal cell. Your team stays professional. Your clients stay organized.
Every Conversation.
Fully Documented.
Every call your team makes is automatically recorded and archived to the client's contact record. Know exactly what was said, when it was said, and by whom — for compliance, quality control, and dispute protection.
Every Client Action.
One Card.
Send a text, book an appointment, request a review, or collect a payment — all from a single client contact card. Every interaction is logged. Nothing falls through the cracks.
Appointments That
Book Themselves.
Replace Calendly with a built-in calendar and booking system that syncs with your pipeline. Clients self-schedule from your website or funnel. Reminders go out automatically. You just show up.
Collect Prep Fees
On the Spot.
Stripe and PayPal built directly into your mobile app. Collect tax prep fees, send payment links, and process deposits — right from your phone, in the waiting room, or via text link before the appointment even starts.
Your Entire Office.
One Dashboard.
See every client's status at a glance — from first inquiry to filed return. The mobile pipeline gives you complete visibility into your entire operation, no matter where you are.
Replaces 10+ Paid Tools
HubSpot, ClickFunnels, WordPress, Mailchimp, Calendly, Zapier, RingCentral, DocSign, Podium, Birdeye — all replaced by one Taxify360 account. One login. Everything connected.
Save $1,527 Every Month
The tools Taxify360 replaces cost $1,624/mo when purchased separately. Taxify360 is $97/mo. That's over $18,000 saved every year — money that goes back into your business.
Full Communication Audit Trail
Every call recorded. Every message archived. Know exactly what was said to every client — for IRS due diligence compliance, quality control, and dispute protection.
Port existing number · No contracts · Included in all plans