run your marketing, client communications, and lead management from one platform

TaxCure360 gives tax resolution professionals everything they need to capture more leads, nurture prospects, and close cases without juggling expensive, disconnected tools.

BUILT BY TAX INDUSTRY EXPERTS FOR TAX PROFESSIONALS.

...We've got you covered.

We bundled all the goodness we created for ourselves into TaxCure360.

Elite Speed-To-Lead Automation

Stop Losing Leads to the "Faster" Competitor

Connect your existing lead sources (Facebook, Instagram, Google, Thumbtack) directly into TaxCure360 to instantly trigger speed-to-lead automations. We don't just store leads, we ensure they are engaged within seconds of showing interest.

Everything You Need To Succeed!

Replace Your Expensive Tools with One Unified System

Stop paying for multiple subscriptions that don't talk to each other. TaxCure360 integrates the specialized functionality you need for a fraction of the cost.

Replace Calendly

Built-in calendar system handles all booking & consultations.



Win: Auto-block time for IRS calls and sync with Google/Outlook calendars.

Mailchimp Logo

Replace Mailchimp

Go beyond newsletters. Pre-built nurture campaigns for Offer in Compromise and Penalty Abatement leads.

Win: Pre-built nurture campaigns for Offer in Compromise and Penalty Abatement leads.

Twilio + Nextiva

Replace Twilio & Nextiva

A full business phone system inside your CRM.



Win: Track all IRS and client calls under one contact record automatically.

Salesforce Logo

Replace Salesforce

Manage leads from initial contact to final resolution with powerful pipeline tools.

Win: Custom tax-res pipelines to track cases from "Retained" to "Resolution Filed."

WordPress + Wix

Replace WordPress & Wix

Build high-converting landing pages and funnels directly within the platform.

Win: Launch high-converting Tax Resolution funnels in minutes with pre-designed templates.

Hootsuite Logo

Replace Hootsuite

Schedule posts to FB, LinkedIn, and GMB in advance and manage your online presence from one place.

Win: Stay top-of-mind with automated "Tax Tip" social content scheduled for months.

AI Agent Logo

Replace AI Voice Tools

Our AI agent manages inbound calls 24/7 and books appointments.



Win: Qualifies leads and books them directly into your tax consultation calendar.

ActiveCampaign Logo

Replace ActiveCampaign

Intelligent & Sophisticated multi-channel follow-up & nurture sequences ensure no opportunity is ever missed.

Win: Automatically "check-in" on un-signed engagement letters via SMS and Email.

OptinMonster Logo

Replace OptinMonster

High-end lead capture forms & Automate resource delivery to educate prospects and build authority effectively.

Win: Deliver "IRS Secrets" guides or tax checklists instantly to new prospects.

Integrates With Your Favorite Tools

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Everything For Your Growth Strategy

A 360° Solution to Grow, Retain, and Scale Effortlessly

Unify your lead generation, automation, communication, and client management in one seamless platform. With TaxCure360, growth becomes predictable, retention becomes simple, and scaling becomes effortless.

Capture New Leads Effortlessly

TaxCure360 gives tax professionals ready-to-use, high-converting websites and landing pages built specifically to attract and convert tax-resolution leads — no design or tech skills needed.

Ready To Use Websites & Landing Pages

Launch professionally designed pages built for tax experts, complete with proven layouts and messaging. Simply plug them in and start generating qualified leads instantly.

Pre-Built Forms & Surveys for Seamless Lead Capture

Easily embed our conversion optimized forms and surveys on your website, social profiles, or ads. Every lead is instantly nurtured through AI-powered follow-ups and workflows automatically.

AI Assistant That Talks to Your Leads for You

Your AI agent answers calls, handles conversations, and books appointments on your behalf, ensuring every lead gets immediate attention.

Your Client Acquisition Engine

TaxCure360 eliminates the stress of constantly finding new clients by turning taxpayer demand into direct, qualified client referrals for you. Leverage our multi-channel lead flow and AI directory to fill your practice effortlessly.

High-Intent Lead Referrals from Multiple Channels

Stop chasing leads, start receiving clients. We proactively source individuals and businesses actively seeking tax professionals through dedicated landing pages, paid media, and direct outreach, feeding qualified prospects directly into your system.

Zero-Effort Client Acquisition

Focus 100% on serving your clients. Our platform handles the entire discovery and initial qualification process. When a referral is made, the client is ready to engage, allowing you to bypass cold outreach and marketing overhead.

Establish Authority and Expertise

Build your reputation as a go-to specialist. Our vetting process and directory listing highlight your specific areas of tax resolution expertise, positioning you as the authoritative professional clients choose based on trust and credentials.

Your Client Acquisition Engine

TaxCure360 eliminates the stress of constantly finding new clients by turning taxpayer demand into direct, qualified client referrals for you. Leverage our multi-channel lead flow and AI directory to fill your practice effortlessly.

High-Intent Lead Referrals from Multiple Channels

Stop chasing leads, start receiving clients. We proactively source individuals and businesses actively seeking tax professionals through dedicated landing pages, paid media, and direct outreach, feeding qualified prospects directly into your system.

Zero-Effort Client Acquisition

Focus 100% on serving your clients. Our platform handles the entire discovery and initial qualification process. When a referral is made, the client is ready to engage, allowing you to bypass cold outreach and marketing overhead.

Establish Authority and Expertise

Build your reputation as a go-to specialist. Our vetting process and directory listing highlight your specific areas of tax resolution expertise, positioning you as the authoritative professional clients choose based on trust and credentials.

Close More Deals

Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your business.

Manage Your Workflow & Pipeline

Stay in full control of your sales process. With our built-in Pipeline Management system, you can easily track every lead, monitor their stage in the funnel, and identify exactly what actions will move them closer to a conversion.

AI-Powered Appointment Booking

Never miss an opportunity again. When you're unavailable, our AI agents step in instantly, answering inquiries, qualifying leads, and booking appointments directly on your calendar. You stay focused on your business while your AI works 24/7 to keep your pipeline full.

All Your Analytics & Reports in One Place

Make smarter decisions with real-time insights. Your dashboard gives you a complete overview of lead activity, revenue generated at every stage, and the performance metrics that matter most to your business.

Ready to run your entire tax practice from one platform?

TaxCure360 gives tax professionals everything they need to capture more leads, close more cases, and scale without juggling expensive, disconnected tools.

  • All-in-one power: Websites, funnels, CRM, AI agents, automations, scheduling, payments, and more—all in one place.

  • Unlimited growth: Add unlimited contacts, team members, and client accounts without extra fees.

  • Automation that converts: Email, SMS, calls, DMs, and AI follow-ups all managed from a single unified inbox.

Not Just Another Generic CRM

Pre-loaded with the specific data fields that matter to your IRS negotiations:

Tax Amount Owed
Agency Owed (IRS/State)
Personal vs. Business
Income, Sales, or Payroll
Real Tax-Resolution Use Cases

Built In Real Tax-Resolution Use Cases

Not just tools - pre-built workflows designed specifically for tax pros. Activate them with one click.

The Pain: Ghosted Leads

Revive Unresponsive Leads

Taxpayers return when the IRS sends a new notice. Our automated text + email sequences check in long-term to bring dead leads back to life.

The Fix: Automated Long-Term Follow-up
The Pain: Unsigned Prospects

Follow Up With Unsigned Leads

Prospects show interest but stall on the engagement letter. Stay top-of-mind until they sign without manual chasing.

The Fix: "Pending Deal" Authority Drip
The Pain: Wasted Slots

No-Show Recovery Machine

When a prospect misses a consult, salvage the opportunity by pursuing re-bookings on autopilot.

The Fix: 6-Touch Rescheduling Sequence
The Pain: Static Content

Lead Magnet → Consultation

Stop letting your tax guides sit idle. Turn readers into booked appointments automatically through education and AI.

The Fix: Guide Delivery + AI Booking Agent
The Pain: Phone Fatigue

Ongoing Client Communication

Stop taking status calls. Proactively communicate progress, payment links, and reminders via automated SMS.

The Fix: Automated Proactive Status Updates
The Pain: Lead Leakage

Missed Call Notification & Text Back

If you don't answer, they call the next firm on Google. Secure the lead instantly with an automatic text conversation.

The Fix: Instant Speed-to-Lead Automation

Scale Your Practice Effortlessly. Start Dominating Tax Resolution

Discover What TaxCure360 Can Do For Your Tax Resolution Practice

Pricing Plans

Simple, Transparent Pricing for Tax Pros

Standalone

The complete CRM for any tax resolution professional.

$149

/mo

Strategic Lead Funnels
Smart Lead Capture Form
QR Code Generator
New Lead Appointment Nurture
Appointment Follow-up & Reminders
No-Show Recovery Workflow
180-Day Document Follow-up
8-Month Mastery Nurture
Dead Lead Recovery Sequence
24/7 Voice AI Booking Agent
24/7 Conversational AI Agent
Missed Call Text Back
Automated Pipeline Stages
All-in-One Tax CRM
Smart Automated Calendar
Unlimited Contacts
Two-Way SMS Messaging
Business Phone System
Two-Way Email Integration
Unified Conversation Inbox
TaxCure Account Setup
Strategic Onboarding
Professional Support
Reputation Management
Social Media Planner
Strategic Lead Funnels
Smart Lead Capture Form
QR Code Generator
New Lead Appointment Nurture
Appointment Follow-up & Reminders
No-Show Recovery Workflow
180-Day Document Follow-up
8-Month Mastery Nurture
Dead Lead Recovery Sequence
24/7 Voice AI Booking Agent
24/7 Conversational AI Agent
Missed Call Text Back
Automated Pipeline Stages
All-in-One Tax CRM
Smart Automated Calendar
Unlimited Contacts
Two-Way SMS Messaging
Business Phone System
Two-Way Email Integration
Unified Conversation Inbox
TaxCure Account Setup
Strategic Onboarding
Professional Support
Reputation Management
Social Media Planner

TaxCure Pro Member

An exclusive, discounted rate for our Pro members.

$99

/mo

Strategic Lead Funnels
Smart Lead Capture Form
QR Code Generator
New Lead Appointment Nurture
Appointment Follow-up & Reminders
No-Show Recovery Workflow
180-Day Document Follow-up
8-Month Mastery Nurture
Dead Lead Recovery - Lead Magnet
24/7 Voice AI Booking Agent
24/7 Conversational AI Agent
Missed Call Notification & Text Back
Automated Pipeline Stages
All-in-One Tax CRM
Smart Automated Calendar
Unlimited Contacts
Two-Way SMS Messaging
Business Phone System
Two-Way Email Integration
Unified Conversation Inbox
TaxCure & TaxCure360 Integrations
TaxCure Account Setup
Strategic Onboarding
Professional Support
Reputation Management
Social Media Planner
Strategic Lead Funnels
Smart Lead Capture Form
QR Code Generator
New Lead Appointment Nurture
Appointment Follow-up & Reminders
No-Show Recovery Workflow
180-Day Document Follow-up
8-Month Mastery Nurture
Dead Lead Recovery - Lead Magnet
24/7 Voice AI Booking Agent
24/7 Conversational AI Agent
Missed Call Notification & Text Back
Automated Pipeline Stages
All-in-One Tax CRM
Smart Automated Calendar
Unlimited Contacts
Two-Way SMS Messaging
Business Phone System
Two-Way Email Integration
Unified Conversation Inbox
TaxCure & TaxCure360 Integrations
TaxCure Account Setup
Strategic Onboarding
Professional Support
Reputation Management
Social Media Planner

Firm Growth Solution

Customized tailor-made plan to fit customer's unique requirements.

  • Social Planner + Marketing Automation

  • AI Outbound Calling Agent

  • 5-Pages Funnel / Website Setup

  • Advanced Workflow & Automations

  • Dedicated Call Support Agent

  • CRM Migration / Integration

Ready to Create Your Own Success Story?

Build the scalable systems that drive predictable, hands-off client acquisition.

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All in One CRM

AI & effortless solutions.

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Client Acquisition Engine

Directly impacts revenue and growth.

Excellence

Excellence

Top-notch services.

FOLLOW US

CUSTOMER CARE

© TaxCure LLC. All Rights Reserved 2025.

Image

All in One CRM

AI & effortless solutions.

Image

Client Acquisition Engine

Directly impacts revenue and growth.

Excellence

Excellence

Top-notch services.

FOLLOW US

CUSTOMER CARE

LEGAL

© TaxCure LLC. All Rights Reserved 2025.