Turn More Prospects Into Loyal Tax Clients
EPS helps single tax offices capture, engage, and convert leads on autopilot. Use SMS, email, live chat, and phone calls to grow your practice and get paid faster.
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Simple Tools That Work for Tax Pros
Automated Client Follow-Up
Connect with prospects through SMS, email, voicemail, and phone calls automatically. No more chasing leads manually - EPS keeps you in touch so you can focus on preparing returns.
Online Scheduling & Automated Reminders
Let clients book their own appointments online. Automated reminders reduce no-shows and keep your calendar full during tax season and beyond.
All Your Communication in One Place
Handle calls, texts, emails, and live chat from one simple dashboard. Never miss a client message again.
Smart Lead Management
Track every prospect from first contact to paying client. See exactly where leads come from and which marketing efforts actually bring in business.
Get More Clients, Get Paid Faster
Professional Websites That Convert
Build a website that brings in clients using our drag-and-drop builder. Choose from tax-pro templates that are proven to turn visitors into appointments.
Social Media Made Simple
Schedule posts for Facebook, Instagram, and LinkedIn from one place. Build your reputation and stay visible to potential clients year-round.
Get More Google Reviews
Automatically request reviews from happy clients. Respond to feedback and build the online reputation that drives referrals.
Text-to-Pay Invoicing
Send invoices via text or email. Clients can pay instantly with a few taps on their phone. Get paid faster with less hassle.
Industry Leading Features
Client Management
Keep all client info, communication history, and documents organized in one place
Calendar Integration
Sync appointments across all your devices with automated reminders
Call
Recording
Call Recording
Record client calls for quality and training purposes
Mobile
App
Mobile App
Manage your practice from anywhere with full mobile access
Reputation Management
Monitor and improve your online reviews automatically
Pipeline Tracking
Pipeline
Tracking
See exactly where each prospect is in your sales process
Form Builder
Form
Builder
Create intake forms and surveys that clients can fill out online
Marketing Automation
Set up campaigns that nurture leads while you focus on tax work
Seamless Integration With 2000+ Tools
Integrate EPS Edge With Tools You Already Love With Custom Integration And Zapier
Plans For Businesses Of All Sizes
(Perfect for Single Tax Offices)
$97/month
Everything you need to grow your tax practice:
Phone Calls/Dialer
2 Way Text & Email Conversation
Opportunities
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Websites
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Seasonal pricing available
See your exclusive pricing at checkout
(For Growing Practices)
$199/month
Everything in Starter Plan +
1 Location
Memberships
Client Portal
Courses
All Reporting
Affiliate Manager
Certificates
QR Codes
Proposal &Estimates
Quizzes
Communities
Blogs
See your exclusive pricing at checkout
(For Multi-Office Firms)
$299/month
Everything in Premium Plan +
3 Locations
Dedicated Support Channel
See your exclusive pricing at checkout
(Perfect for Single Tax Offices)
$500/year
Everything you need to grow your tax practice:
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Seasonal pricing available
Everything you need to grow your tax practice:
Phone Calls/Dialer
2 Way Text & Email Conversation
Opportunities
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Websites
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
See your exclusive pricing at checkout
(For Growing Practices)
$999/year
Everything in Starter Plan +
1 Location
Memberships
Client Portal
Courses
All Reporting
Affiliate Manager
Certificates
QR Codes
Proposal &Estimates
Quizzes
Communities
Blogs
Everything in Starter Plan +
1 Location
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
See your exclusive pricing at checkout
(For Multi-Office Firms)
$1990/year
Everything in Premium Plan +
3 Locations
Dedicated Support Channel
See your exclusive pricing at checkout
Pay With Tax Prep Fees
All products and services purchased through Tax Prep are non-refundable.
Additional usage
Text: $0.016 ea.
Local Voicemail: $0.05 ea.
Email: $0.004 ea.
Toll-Free Number: $5 ea
Local Numbers: $3.00 ea.
Toll-Free Minutes: $0.08 ea.
Local Minutes: $0.05 ea.
Toll-Free VM: $0.08 ea.
Compare Our Plans
Discover clear pricing plans, detailed feature breakdowns, and choose the best option to maximize your investment.
Phone Calls/Dialer
1-Location
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
3-Locations
Phone Calls/Dialer
2 Way Text & Email Conversation
Web Chat
Reputation Management
Facebook Messenger
Missed Call Textback
Invoice
Calendar
CRM
Surveys
Trigger Links
SMS & Email Templates
Funnels
Forms
Workflows
Campaigns
Blogs
Email marketing
GMB Messaging
GMB Call Tracking
Social Planner
Text To Pay
Proposals & Estimates
Opportunities
Websites
Memberships
All Reporting
Triggers
Blogs
Compare Our Plans
Discover clear pricing plans, detailed feature breakdowns, and choose the best option to maximize your investment.
Why Tax Pros Choose EPS
Built for Tax Offices: Every feature designed specifically for tax professionals
No Long Contracts: Cancel anytime, no obligations
Easy to Use: Get started in minutes, not weeks
Real Support: 24/7 live chat with people who understand tax businesses
Proven Results: Trusted by thousands of successful tax practices
What Our Clients Say
See why tax professionals trust EPS Edge to grow their practice.
"Honestly, the platform has been a game-changer. The CRM is intuitive, and having a dedicated specialist walk me through the setup made all the difference. My website went live faster than I imagined."
"Tax season runs so much smoother since switching to EPS Edge. Just the automatic text-back feature for missed calls has captured leads I would've lost to other firms. We're tracking 30% higher revenue compared to last year."
"My nights used to be packed with reminder calls and follow-ups for unpaid invoices. These days, clients schedule themselves online, reminders go out automatically, and payments come in by text. I actually get to enjoy my weekends again."
Frequently Asked Questions
What Kind Of Support Do You Provide?
We offer live chat, phone, and email support along with video tutorials and documentation. Our experienced team helps with technical issues, training, and best practices to ensure your success.
How Do I Get Started?
Choose your plan, sign up, and access your dashboard instantly. We provide setup wizards, tax-specific templates, and optional training sessions. You can start capturing leads within minutes.
How Secure Is My Customer Data?
Your data is protected with 256-bit SSL encryption, secure data centers, and SOC 2 Type II compliance. All information is encrypted in transit and at rest with regular security monitoring.
How Does Your Automation Work?
Our system automatically responds to leads, schedules follow-ups, sends SMS/email messages, and manages appointments. Create custom workflows that nurture prospects and optimize communication timing.
Can I Cancel My Account At Any Time?
Yes, cancel anytime with no contracts or fees. You keep access through your billing period and can export your data. We earn your business through performance, not commitments.
What Platforms Do You Integrate With?
We integrate with tax software, accounting systems, calendars, and payment processors. API access and webhooks available for custom integrations with QuickBooks, Google Calendar, Stripe, and more.
Ready to Grow Your Practice?
See how EPS can help you get more clients, save time, and increase revenue.
No setup fees. No long-term contracts. Cancel anytime
Contact Us: Info@epsedgecom
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