CRM for tax offices
Everything your tax office needs.
Clients, appointments, campaigns, and billing in one place — built for independent preparers and busy tax shops.
English & Español · Built for tax season.
HolaCRM
Clients
Carlos M.
Sofia L.
David K.
This week
42 booked
Season overview
Clients
1,284
In progress
86
Collected
$42k
500+ tax offices
50,000+ clients managed
4.9/5 rating
Works with the tools you already use
How it works
From import to paid returns — without the spreadsheet chaos.
Step 1
Import your Drake list
Bring in clients from Drake, TaxSlayer, ProSeries, and more in minutes.
Step 2
Run the season
Pipeline, appointments, reminders, and bilingual outreach from one desk.
Step 3
Get paid
Invoices, payments, and follow-ups so finished returns turn into revenue.
Built into every office plan
Workflow automation and AI conversations are included — not add-ons.
Workflow automation
Automatically send follow-ups, appointment reminders, nurture campaigns, and return-status updates based on where each client is in their tax season. Stay top of mind without adding more to the day.
AI-powered conversations
Never miss a lead because you’re with a client or on a call. AI can answer calls, respond to texts, engage website visitors, and keep conversations moving 24/7.
Ready for tax season?
Start your free trial or see everything included on the $94.99 plan.
Simple pricing
One plan for the whole office. Cancel anytime.
HolaCRM
Everything included
- Workflow automation
- AI-powered conversations
- Unlimited clients (taxpayers)
- Import from Drake, TaxSlayer & more
- Client portal & DocuSign
- AI receptionist (Sara)
- Bilingual EN/ES · 5 staff users
- 300 AI minutes + 1,000 SMS/mo
Partners
Partner program in CA, Las Vegas, AZ & TX
Want to sell HolaCRM? Talk to us. Pay details are private until Alex invites you.