The 8 p.m. call
It goes to voicemail, and the caller books with the next office on Google.
APEX Tax CRM · Built for tax offices
Every call answered. Every client followed up. Every return tracked.
A CRM already built for tax preparation: pipelines, automatic reminders, client portal, payments, social posting and live dashboards, set up for your office in days. Add AI agents that answer calls and chats 24/7 in English and Spanish.
Get my office CRM →$1,299 / yearDone-for-you setup · English & Spanish
- Tax pipelines ready on day one: new lead → consultation → documents → filed → review
- Automatic text and email reminders for appointments, documents and payments
- One inbox for texts, email, Facebook, Instagram, Google and WhatsApp
- Optional AI agents that answer, book and follow up around the clock
One inbox forTextEmailFacebookInstagramGoogleWhatsApp
Live in days, not months
Takes 60 secondsStep 1 of 3
Is APEX Tax CRM right for your office?
Three quick taps, then where to send your setup details.
How many preparers work in your office?
Do your clients speak Spanish?
Want AI agents answering calls and chats 24/7?
Done-for-you setupBilingual trainingSecure checkout
Prefer to see it first? Book a free 15-min demo$1,299/yr
Done-for-you setup
24/7
AI agents answer calls and chats
EN + ES
Bilingual templates and 1-on-1 training
Days
Live in days, not months
Where tax offices quietly lose clients
Missing documents
Returns sit for weeks because nobody had time to chase the last W-2.
No-shows
Empty appointment slots in February are money you never get back.
Sticky notes & spreadsheets
Follow-ups, unpaid fees and IRS letters fall through the cracks.
Dashboard overview
See your whole office on one screen.
Clients won and in progress, revenue, appointments, overdue tasks, website traffic and your Google profile, updated live. Know exactly where every client and every dollar stands.
Client opportunities
84
- Won — 45
- Open — 32
- Abandoned — 5
- Lost — 2
Pipeline value
$67.83K
- Won
- Open
- Abandoned
- Lost
Conversion rate
53.6%
Won revenue
$32.77K
Appointments booked
70
Average sales cycle: 1 day 6 hrs
Tasks
Pending · sorted by due date$600.00 PaymentOverdue
Return complete and in drop-off. Pending payment before e-file.
Client 1 · Assigned to: APEX
IRS Follow-upDue today
Follow up on the client's IRS notice response.
Client 2 · Assigned to: APEX
2025 & 2024 Tax ReturnDue tomorrow
Request IRS transcripts before preparing prior-year returns.
Client 3 · Assigned to: APEX
Website traffic · 12 months
Visitors
14.99K
Page views
23.82K
Paid
12.87K
Organic
2.26K
Google Business Profile · 30 days
Views
1.58K
Calls
36
Site visits
63
Example dashboard. Figures are illustrative; your dashboard shows your own office's data.
Client communication & reminders
Your follow-up runs itself.
Automatic texts and emails keep every client moving, in their language, without anyone on your team picking up the phone.
- Appointment reminders with one-tap confirm or reschedule
- Document requests that keep nudging until the upload arrives
- E-signature and payment links sent the moment a return is ready
- Missed-call text-back so no caller is left waiting
- Deadline and off-season campaigns that bring clients back every year
Hi Client 1! Reminder: your tax appointment is tomorrow at 10:00 AM. Reply C to confirm or R to reschedule.
C
Confirmed! Please bring your ID, W-2s and last year's return, or upload them securely here: portal link
Good news: your return is ready. Review and e-sign here: signing link
Sent automatically · Example messages
Social planner · This week
Facebook · Instagram · Google- Mon9:00 AMTax tip: what to bring to your appointmentFacebook · InstagramPublished
- Wed12:00 PMReminder: Q4 estimated tax payment due Jan 15Facebook · Google Business ProfileScheduled
- Fri5:00 PMNow booking for tax season. Book online in 1 minute.Instagram · Google Business ProfileScheduled
Social media posting
Stay visible all year, in one sitting.
Plan a month of posts in one afternoon and schedule them to Facebook, Instagram and your Google Business Profile from the same dashboard. Ready-made tax-season ideas in English and Spanish help you start fast.
Optional upgrade · AI employee
Your office never closes. Your AI agents answer 24/7.
Calls at 9 p.m., Instagram messages on Sunday, reschedules at 6 a.m. AI agents trained on your office answer instantly, book appointments and hand complex questions to your team, in English and Spanish.
Answers every call, day or night. Books consultations, answers common questions (hours, what to bring, how to get started) and takes messages for your team.
Voice Agent
Caller:
Are you open Saturday? I need to file and I have two W-2s.
AI Agent:
Yes, Saturdays 10 to 5. I can book you a 30-minute appointment. Would 11:00 or 2:30 work better?
Replies in seconds to texts, web chat, Facebook, Instagram and WhatsApp. Turns questions into booked appointments around the clock.
Conversation Agent
Client:
Hola, ¿hacen taxes para choferes de Uber?
AI Agent:
¡Sí! Preparamos declaraciones de trabajadores independientes. ¿Le agendo una cita gratis de 15 minutos para revisar su caso?
Offers open times, collects client details before the visit, handles reschedules and sends reminders. Syncs with your calendar.
Appointment Scheduler
Client 2:
Can I move my appointment to after 4 today?
AI Agent:
Done. You're set for 4:30 PM today. I texted you the address and your document checklist.
Sends review requests after each return and drafts personal, professional replies to Google reviews. You choose which reviews get answered.
Reputation Manager
Client 3 · ★★★★★
Fast, friendly and they explained everything.
Auto-reply:
Thank you, Client 3! We're glad we could make tax time easy. See you next season.
Example conversations. Agents answer office questions and book appointments; they don't give tax advice and pass complex questions to your team.
Front desk vs. AI agents
Your team does the tax work. AI handles the front desk.
Front desk only
- AvailabilityBusiness hours
- After-hours callsVoicemail
- Response to messagesWhen someone is free
- LanguageDepends who's working
- Peak-season rushCalls on hold
- Review repliesIf someone remembers
With AI agents
- Availability24/7, including weekends
- After-hours callsAnswered and booked
- Response to messagesWithin seconds
- LanguageEnglish & Spanish, always
- Peak-season rushEvery caller answered at once
- Review repliesDrafted automatically
Recommended add-on
Business WhatsApp: meet clients where they already message.
Many of your clients, and their families abroad, already live on WhatsApp. Connect your business number to the same inbox, and let your AI agents reply there too. $29.99/month.
Pricing
Start with the CRM. Add AI when you're ready.
APEX Tax CRM
Everything your office runs on.
$1,299/ year
- Done-for-you setup and client import
- Tax pipelines and workflows
- Automatic reminders (text + email)
- Unified inbox and missed-call text-back
- Online booking and client portal with e-sign
- Payments and invoicing
- Live dashboards and reporting
- Social media planner
- Bilingual templates and 1-on-1 training
Complete Office
RecommendedCRM + AI agents + Business WhatsApp.
$1,299/ year
+ $330.98 / month
- Everything in APEX Tax CRM
- Voice Agent, 24/7
- Conversation Agent for text, chat and social
- AI Appointment Scheduler
- AI Reputation Manager
- Business WhatsApp in your inbox
Optional add-ons
AI Agents
$300.99/ month
Voice, conversation, scheduling and reputation agents, 24/7.
Business WhatsApp
Recommended$29.99/ month
Your business WhatsApp number, connected to your CRM inbox.
Add-ons require an active APEX Tax CRM plan. Carrier and messaging fees may apply.
Live in days, not months. We do the setup.
Kickoff call
We learn your services, prices, hours and how your office works.
We build it
Pipelines, reminders, forms and portal configured; your client list imported.
We connect it
Phone, email, social accounts, Google profile and WhatsApp in one place.
Train & launch
One-on-one training for your team in English or Spanish, then go live.
Questions, answered.
(945) 319-8633What does $1,299 a year include?
The full APEX Tax CRM for your office for one year: done-for-you setup, client import, tax pipelines, automatic reminders, unified inbox, booking, client portal with e-signature, payments, dashboards, social planner, bilingual templates and one-on-one training.
Do I need the AI agents?
No. The CRM works on its own. AI agents are an optional $300.99/month upgrade for offices that want calls, chats and reviews handled 24/7. You can add them anytime.
Will the AI give tax advice to my clients?
No. We set the agents up to answer office questions (hours, documents to bring, how to get started) and book appointments using information you approve. Tax questions are passed to your team. You can review conversations at any time.
Does it work in Spanish?
Yes. Templates, reminders and AI agents work in English and Spanish, and training and support are bilingual.
Why Business WhatsApp?
Many clients prefer WhatsApp to regular texting. The $29.99/month add-on connects your business WhatsApp number to the same inbox, so your team and AI agents can reply there too.
Is there anything else I need for texting?
U.S. carriers require businesses to register before sending texts (A2P 10DLC). We help you complete the registration during setup. Carrier registration and messaging fees may apply.
How is client data protected?
The platform supports multi-factor authentication, encrypted document handling and activity logs. Add the CRM to your WISP as a service provider and require MFA for every user.
How do renewals and cancellations work?
The CRM is billed yearly and add-ons monthly. [CANCELLATION & RENEWAL TERMS]. Questions? Call (945) 319-8633 or email info@apxtax.com.
Be the office that always answers.
APEX Tax CRM, $1,299/year. AI agents and WhatsApp when you're ready.