For Tax Professionals Only

Your entire tax office, in a box.

AI staffing, marketing, software, and every system a tax office runs on — built only for tax professionals. Scroll the screen to see what's inside. Staffing, marketing, software, and systems — built only for tax offices. Swipe the screen to see what's inside.

Inside the Box
 
 
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$0
Total value inside
$0
Your price for the Box
$0
You keep
0
Product lines included
What we sell

Four product lines.
One kind of customer.

Everything here is built for tax offices and nobody else. Buy the piece you're missing, or take all four in the Box and keep $26,000. Built for tax offices only. Buy one piece, or all four in the Box and keep $26,000.

01 — AI STAFFING In the Box

A front office
that never clocks out.

AI staff trained on your services, your pricing, and your calendar — answering, booking, and following up while you prepare returns.

$14,997One-time setup
$497/moMaintenance
  • AI receptionist answering calls and texts 24/7
  • Appointment setting straight into your calendar
  • Client intake and missing-document reminders
  • Follow-up sequences for new leads and past clients
  • Hands off to a human the moment it should
Get AI Staffing
02 — TAX MARKETING In the Box

Clients in the door
before January.

Done-for-you marketing that fills the calendar for the season and keeps last year's clients from wandering off.

$9,000One-time setup
$397/moMaintenance
  • Google and Meta campaigns built, launched, and managed
  • Local SEO and Google Business Profile optimization
  • Review and referral system that runs itself
  • Seasonal content calendar and landing pages
  • Monthly reporting you can actually read
Get Tax Marketing
03 — TAX SOFTWARE In the Box

Professional software,
set up and supported.

The tools a real tax office runs on — installed, configured to your workflow, and backed by someone who picks up the phone in season.

$7,000One-time setup
$197/moMaintenance
  • Professional tax preparation software, configured
  • E-file setup and bank product enrollment
  • Secure client portal with e-signature
  • Staff training before the season opens
  • In-season technical support
Get Tax Software
04 — DIGITAL PRODUCTS In the Box

Everything your office
needs on paper and screen.

The documents, systems, and content a well-run office has already written — so you don't spend your off-season writing them.

$5,000One-time setup
$97/moMaintenance
  • Client intake forms and engagement letter templates
  • Office SOPs, checklists, and season playbook
  • Social media content packs for the full season
  • Pricing menus and service agreement templates
  • Staff onboarding and training modules
Get Digital Products
Book a Strategy Call

Every product line is included in the Box.

The offer

Tax Office in a Box.

All four product lines, delivered together and set up as one system. Sold separately they come to $35,997. In the Box, $9,997. All four, set up as one system. $35,997 separately. $9,997 in the Box.

What's inside
  • 01AI Staffing$14,997$497
  • 02Tax Marketing$9,000$397
  • 03Tax Software$7,000$197
  • 04Digital Products$5,000$97
Sold separately$35,997$1,188/mo
Your price
$9,997

setup, then $897/mo maintenance

You keep $26,000 on setup and $291 every month

One vendor. One setup. One number to call when something needs attention in the middle of February.

Book a Strategy Call

For tax professionals only. Ask about payment options on the call.

How it works

Four steps.
None of them yours.

Step 01

Strategy call

Thirty minutes. We map your office — volume, staff, software, where clients come from — and tell you which pieces you actually need.Thirty minutes to map your office and tell you what you actually need.

Step 02

Build

We configure everything to your office: software installed, AI staff trained on your services, campaigns written, templates branded.Software installed, AI staff trained, campaigns written, templates branded.

Step 03

Launch

Your team is trained, the phones are answered, and the ads are live — on a launch date we set together, ahead of your season.Team trained, phones answered, ads live — before your season.

Step 04

Grow

In-season support and optimization. When something needs adjusting in February, you call one number.In-season support. One number to call in February.

Why tax pros choose us

Built for tax offices.
Only tax offices.

We only do tax

No dentists, no gyms, no restaurants. Every product is shaped by how a tax office actually runs from January to April.

Done for you, not handed to you

You don't get a login and a PDF. You get a working office — configured, trained, and launched by us.

Priced against a hire

AI Staffing costs a fraction of a seasonal front-desk employee, and it never calls in sick during the last week of March.

One vendor, one number

Staffing, marketing, software, and products from one place means nothing falls in the gap between four different companies.

Offices like yours

Built for the floor,
not the pitch deck.

The offices we build for run on preparers, front desks, and long Februaries. Every product is shaped to that reality.

A tax preparer working through a return with a calculator at a sunny desk
/ Prep floor
A front-desk agent on a headset taking a client call while a colleague works behind her
/ Front desk
Two accountants working side by side at a shared desk covered in client documents
/ Season, week nine
An office owner reviewing documents alone at her desk by a window
/ Owner's desk
Questions

Before the call.

Who is this for?

Tax professionals. Solo preparers opening their first office, established offices with several preparers, and owners running more than one location. We don't sell to the public, and we don't sell to businesses outside tax.

What exactly is in the Box?

All four product lines: AI Staffing, Tax Marketing, Tax Software, and Digital Products — the same deliverables listed above, set up together as one system. Sold separately they total $35,997. In the Box, $9,997.

What does the monthly maintenance cover?

Keeping everything running once it's live. Your AI staff is monitored and retrained as your services change, campaigns are managed and adjusted through the season, software is updated and supported, and templates and content are refreshed each year. Every product carries its own monthly rate; the Box covers all four for $897 a month — $291 less than paying for them separately.

Can I buy just one product?

Yes. Every product line is sold on its own at the prices listed. Most offices that start with one add the others later — that's what the Box is for.

Do I need to be technical?

No. Setup is done for you. Software is installed and configured, the AI staff is trained on your office, campaigns are built and launched, and your team is walked through everything before you go live.

What happens on the strategy call?

About thirty minutes. We ask how your office runs today — return volume, staff, software, where clients come from — and tell you honestly which pieces you need and which you don't. You leave with a quote, not a pitch.

Can I add products later?

Yes. Start with what you need this season and add the rest when you're ready. Anything you add is configured to work with what you already have from us.

Get started

Book your
strategy call.

Thirty minutes. We map your office, tell you which pieces you actually need, and quote it before you decide anything. Thirty minutes. We map your office and quote it before you decide anything.

Hours
Mon–Fri, 9:00 AM – 5:00 PM ET
Fastest

Pick a time on Google Calendar. Thirty minutes, any weekday 9–5 Eastern — the invite lands with us the moment you save it.

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