🚀 Built exclusively for GoHighLevel

The Complete Tax Office
Operating System

Five specialized tools that automate your entire tax practice — from client intake to IRS compliance. All syncing directly to your GoHighLevel account. No monthly fees. Ever.

5
Tools
●
138
Fields
●
$0
/month
●
GHL
Native
138 fields synced ✓
● Live sync to GHL
AI Analysis Active
taxintakepro.com/portal/demo
TaxIntake Pro
+ Add Client
12 Total
4 New
2 Review
6 Done
S
Sarah M.
HOH · eitc-eligible
DD ✓
E
Esha G.
MFJ · w2-income
New
A
April T.
HOH · has-dependents
DD ⚠

Trusted by independent tax professionals on GoHighLevel

138
Custom Fields
Auto-Synced
13-Step
Form
Intelligent
$0
/month
Forever
GHL
Native
No Zapier

Five tools. One complete practice.

Each tool works standalone or as part of the suite. Buy what you need, add more as you grow.

📋
TaxIntake Pro
Intelligent 13-step client intake

The complete tax intake solution that syncs every client answer, document, and signature directly to your GoHighLevel account. AI-powered analysis on every submission.

  • ✓ 13-step intelligent intake form
  • ✓ 138 GHL custom fields auto-synced
  • ✓ AI complexity & EITC analysis
  • ✓ Document collection & e-signature
🛡️
Due Diligence Pro
IRS Form 8867 compliance wizard

Complete EITC, HOH, CTC, ODC, and AOC due diligence documentation. AI risk analysis flags issues before they become audit problems.

  • ✓ Full Form 8867 coverage
  • ✓ AI risk analysis & flagging
  • ✓ PDF compliance worksheet
  • ✓ Client self-service interview
$109 one-timeGet DD Pro →
💳
CreditScore Pro
Credit analysis & upsell tool

Analyze client credit profiles and identify improvement opportunities. Upsell credit repair services seamlessly from your existing tax workflow.

  • ✓ Full credit score analysis
  • ✓ Improvement recommendations
  • ✓ GHL contact sync
  • ✓ Automated upsell sequences
💰
Tax Refund Estimator
Client-facing lead generation tool

Branded refund estimator your clients use before booking an appointment. Captures leads directly into GHL with zero manual data entry.

  • ✓ Instant refund estimation
  • ✓ GHL lead capture
  • ✓ Branded client experience
  • ✓ Appointment booking integration
📊
Quarterly Refund Estimator
Quarterly tax planning tool

Help self-employed clients estimate and plan quarterly tax payments. Reduce year-end surprises with proactive quarterly planning built into your practice.

  • ✓ Quarterly payment calculator
  • ✓ Self-employment focus
  • ✓ GHL contact sync
  • ✓ Automated planning reminders

Zero friction for your clients

The Magic Link flow eliminates passwords. Clients tap one link and they're instantly inside their portal.

01
🔗

You share the link

Text or email your client a secure, personalized intake link. No account creation, no password to remember.

02
✉️

Client gets a magic link

One tap in their inbox opens their personal portal — pre-filled with their name and ready to complete.

03
✅

Portal auto-opens

Client sees their intake form, uploads documents, and signs — all without ever creating a password.

Built for GoHighLevel. Native, not integrated.

Most tax software fights GHL. Ours writes directly to it.

Without TaxAutomationSuite

Most tax software needs Zapier, webhooks, or CSV exports to sync with GHL.

✗ Zapier costs $50–200/month extra
✗ Data syncs with delays
✗ Fields never map perfectly
✗ Another platform to manage
✗ Breaks when APIs change
Client
→
Form Tool
→
Zapier
→
Webhook
→
GHL
VS
With TaxAutomationSuite

Our tools write directly to GHL using Private Integration Tokens.

✓ Zero Zapier needed — ever
✓ Instant sync on submission
✓ 138 perfectly mapped fields
✓ Works with any GHL plan
✓ Data never leaves your GHL
Client
→
TaxAutomationSuite
→
GHL

From signup to automated practice
in 3 steps

Most customers are live in under an hour.

🔗
01

Import Your GHL Snapshot

Import our GHL Snapshot in one click. All 138+ custom fields, pipelines, and automated workflows appear in your GHL account instantly. Setup under 1 hour.

GHL Snapshot Import
✓ 138 custom fields
✓ 6-stage pipeline
✓ 7 automated workflows
Import Snapshot
📤
02

Share Your Tools With Clients

Give clients your intake form URL. Share the refund estimator on your website. Send DD Pro links for EITC clients. Everything captures to GHL automatically.

Share Your Form Link
taxintakepro.com/intake/your-name
✓ 47 clients synced this week
🎯
03

Manage From Your Dashboard

Open your TaxAutomationSuite portal. See all clients, AI analysis, documents, and compliance status in one place. Run your entire practice from one screen.

Your Practice Dashboard
Active clients42
Awaiting docs8
Complete31

Simple, one-time pricing

No monthly fees. No subscriptions. Buy once, use forever.

Individual Tool
$199 one-time
✓ TaxIntake Pro (full)
✓ 13-step intake form
✓ 138 GHL custom fields
✓ AI analysis
✓ Document portal
✓ E-signature capture
✓ GHL Snapshot
✓ 12 months updates
Get TaxIntake Pro — $199
⭐ Most Popular
Pro Bundle
$249 one-time
Save $59 vs buying separate
✓ TaxIntake Pro (full)
✓ Due Diligence Pro (full)
✓ EITC/HOH/CTC/AOC coverage
✓ AI risk analysis
✓ Form 8867 documentation
✓ Auto pre-fill TI → DD Pro
✓ One-click DD launch
✓ DD completion badge
✓ Two GHL Snapshots
✓ 12 months updates
Get Pro Bundle — $249
Complete Package
$399 one-time
Save $166 vs buying separate
✓ TaxIntake Pro ($199 value)
✓ Due Diligence Pro ($109 value)
✓ CreditScore Pro ($109 value)
✓ Tax Refund Estimator ($99 value)
✓ Quarterly Estimator ($49 value)
✓ Complete GHL Snapshot
✓ Priority support
✓ All future updates
✓ 12 months updates
Get Full Suite — $399

All plans: Lifetime access to current version · 12 months of updates included · After 12 months: $79/year optional
30-day money back guarantee · Your data never leaves your GHL account · support@taxautomationsuite.com

Trusted by tax professionals

★★★★★

"Finally a tool that actually works WITH GHL instead of fighting against it. Setup was under 30 minutes and my first client synced perfectly — all 138 fields."

— Tax Professional, Texas
★★★★★

"The DD Pro pre-fill saves me 20 minutes per EITC client. At 50 EITC returns per season, that's 16+ hours back every year."

— Independent Tax Preparer, Georgia
★★★★★

"I used to spend the first week chasing documents. Now clients upload everything before they even sit down with me."

— Tax Office Owner, Florida

Frequently asked questions

Ready to automate your
tax practice?

Join tax professionals who have eliminated manual intake, streamlined IRS compliance, and automated their entire practice with TaxAutomationSuite.

Get the Full Suite — $399 →

30-day money back guarantee · No monthly fees · support@taxautomationsuite.com