The All-in-One CRM for Tax Professionals
Automate client communication, simplify document collection, and grow your tax prep business with ease.
Trusted by 1,000+ Tax Preparers
Why Tax Professionals Struggle Without the Right CRM
- Missed appointments and scheduling chaos
- Difficulty tracking leads and customer info
- Lost Revenue from poor invoicing and follow-ups
- Wasting Hours on manual tasks
Streamline Your Process and Increase Client Retention with InLink CRM
Whether you handle individual returns, business taxes, or bookkeeping—InLink CRM helps you automate every part of your workflow so you can focus on accuracy, service, and growth. From document collection to filing updates and renewal reminders, we keep your firm running smoothly year-round.
Everything You Need to Run & Grow Your Tax Business
Comprehensive Workflows
Pre-Built Funnels
Secure Document Collection
Email Nurture Campaigns
Automated Invoicing & Payment Tracking
Professional Landing Pages
Pipeline & Client Status Dashboard
Reviews & Referrals
Workflows Tailored to Tax Prep Pros
Our CRM is tailored to help salon owners like you streamline business operations and deliver an unforgettable client experience.
New Lead to Booked Consultation
Document Collection Sequences
Post-Filing Thank You & Referral Requests
Deadline Reminders & Status Updates
Segmented Email Campaigns by Client Type (Individual, Business, etc.)
Missed Filing & Follow-Up Automation
2 Years of Done-for-You Emails (Seasonal + Educational)
Holiday, Birthday & Renewal Campaigns
Review & Referral Automation
Nurture Campaigns That Keep Clients Coming Back
With 2 full years of ready-to-send email content, InLink helps you educate, retain, and rebook clients year after year—so you stay top-of-mind even outside of tax season.
