via Zapier & API
reported by clients
who know tax
texts, email & chat
Simple tools that work
for tax pros.
Every feature is designed for one thing: filling your calendar during tax season and beyond.
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 while you prepare returns.
Online Scheduling & Reminders
Let clients book their own appointments online. Automated reminders reduce no-shows and keep your calendar full through the busiest weeks of the season.
Every Conversation, One Place
Handle calls, texts, emails, and live chat from one simple dashboard. Never miss a client message again — even at the peak of filing season.
Smart Lead Management
Track every prospect from first contact to paying client. See exactly where leads come from and which marketing actually brings in business.
More clients.
Faster payments.
Professional websites that convert
Build a site that brings in clients with our drag-and-drop builder — tax-pro templates proven to turn visitors into booked appointments.
Social media, made simple
Schedule Facebook, Instagram, and LinkedIn posts from one place. Stay visible all year round.
Get more Google reviews
Automatically request reviews from happy clients and build the reputation that drives referrals.
Text-to-Pay invoicing
Send invoices by text or email. Clients pay in a few taps — you get paid faster with less hassle.
Your whole practice,
in your pocket.
Manage conversations, appointments, and payments from anywhere with full mobile access — so tax season never chains you to a desk.
- Reply from anywhereCalls, texts, emails and web chat in one mobile inbox.
- Calendar on the goSee bookings, confirm appointments, cut no-shows.
- Get paid instantlySend Text-to-Pay invoices and watch payments land live.
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.
Everything a modern
tax office runs on.
Client Management
All client info, conversation history, and documents organized in one place.
Pipeline Tracking
See exactly where every prospect sits in your sales process.
Marketing Automation
Campaigns that nurture leads while you focus on tax work.
Reputation Management
Monitor and improve your online reviews automatically.
Form Builder
Intake forms and surveys clients complete online — before they walk in.
Mobile App & Call Recording
Run your practice from anywhere, with every call recorded for quality.
Tools you already love.
Connect EPS Edge with your existing stack through custom integrations and Zapier.
CUSTOM INTEGRATIONS · OPEN API & WEBHOOKS · ZAPIER
Plans for practices
of every size.
No setup fees. No long-term contracts. Cancel anytime.
- Everything you need to grow
- Phone calls, dialer & 2-way SMS/email
- CRM, pipelines & opportunities
- Websites, funnels, forms & blogs
- Missed-call textback & web chat
- Invoicing, Text-to-Pay & proposals
- Workflows, campaigns & social planner
- Reputation & GMB management
- Everything in Starter, plus
- Memberships & course portal
- Communities & client portal
- All reporting & analytics
- Affiliate manager
- Certificates, quizzes & QR codes
- Everything in Platinum, plus
- 3 locations included
- Dedicated support channel
- Priority onboarding
See your exclusive discount at checkout · Pay-with-Tax-Prep-Fees plans available
Trusted by tax pros
who wanted their edge.
Questions,
answered.
Everything you need to know before getting started. Still unsure? Our 24/7 team actually understands tax businesses.
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.
Live chat, phone, and email support along with video tutorials and documentation. Our experienced team helps with technical issues, training, and best practices.
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.
The system automatically responds to leads, schedules follow-ups, sends SMS/email messages, and manages appointments. Build custom workflows that nurture prospects and optimize communication timing.
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.
Tax software, accounting systems, calendars, and payment processors — including QuickBooks, Google Calendar, and Stripe. API access and webhooks are available for custom integrations.
Ready to grow
your practice?
See how EPS Edge helps you get more clients, save time, and increase revenue — starting this season.
NO SETUP FEES · NO LONG-TERM CONTRACTS · CANCEL ANYTIME