Your clients shouldn't have to find you again next tax season.
The easiest client to win next tax season is the one you already served this year. Every January, thousands go online asking "Who does taxes?" — and many of them are previous clients who simply forgot who they worked with.
Tax Suite combines Tax Strategy OS with the Tax Hub Client Portal to keep you connected before, during, and long after tax season — through modern client experience, year-round communication, automated reminders, secure document access, built-in referral tracking, and planning tools that keep your firm top of mind.
Every Tax Suite is also built with Generative Engine Optimization (GEO), helping AI platforms like ChatGPT, Gemini, and Claude better understand your firm as more people search for trusted tax pros using AI.
Or view Tax Hub.
The biggest threat to next year's revenue isn't your competition. It's being forgotten.
Most tax professionals spend months delivering an excellent client experience. Then communication stops. Months pass. Life gets busy.
The next tax season arrives — and previous clients are back on Facebook asking, "Who does taxes?"
The firms growing year after year aren't simply preparing more returns. They're building relationships clients remember. Tax Suite helps you stay connected all year long, so previous clients return to your firm instead of starting over with someone new.
Stay top of mind
Your relationship shouldn't end after April. Keep your firm in front of clients all year with tax tips, newsletters, filing reminders, planning opportunities, educational content, birthdays, and seasonal communication.
Turn happy clients into your marketing team
Word of mouth is powerful. Tax Suite includes built-in referral sharing, tracking, analytics, rewards, and history so you always know who's helping your business grow.
Give clients a reason to stay
Your clients don't lose access after tax season. Their branded portal stays open for documents, appointments, messages, and planning — another reason to return instead of searching for someone new.
One platform. Two connected experiences. One goal — keep clients coming back year after year.
Tax Strategy OS
A centralized advisor workspace built to organize client reviews, uncover planning opportunities, manage selected strategy workflows, build scenarios, track opportunities, and deliver higher-value advisory services throughout the year.
- Strategy dashboard
- Opportunity signals
- Client reviews
- Scenario planning
- Entity & asset tracking
- Saved notes and results
- Selected strategy workflows
Tax Hub Client Portal
A secure, branded client experience where clients upload documents, complete tasks, exchange secure messages, schedule appointments, track filing progress, receive reminders, access educational resources, and stay connected with your firm year round.
- Upload center
- Messages
- Tasks
- Documents
- Appointments
- Filing progress
- Resources
- Client intake
Three ways the platform can be deployed.
Deploy the advisor side, the client side, or both as one unified branded ecosystem.
Tax Strategy OS
Advisor and tax professional focused platform.
- Strategy reviews
- Intake sessions
- Strategy results
- Opportunity identification
- Opportunity library
- Scenario planning
- Client strategy management
- Review notes
- Saved reviews
- Internal planning resources
- Advisor tools
- Administrative tools
Tax Client Hub
Client facing tax experience.
- Client dashboard
- Tax intake progress
- Document uploads
- Missing document tracking
- Messages
- Tasks
- Tax organizer
- Appointments
- Documents
- Resources
- Billing information
- Progress tracking
- Client notifications
- Client profile
Unified Tax Operations Platform
Tax Strategy OS and Tax Client Hub can also be combined into one unified, branded ecosystem — one platform with two distinct experiences.
Advisor / staff experience
- Strategy reviews
- Intake sessions
- Opportunity library
- Scenario planning
- Strategy results
- Client management
- Review notes
- Internal planning tools
- Administrative tools
Client experience
- Their dashboard
- Document uploads
- Messages
- Tasks
- Tax organizer
- Appointments
- Resources
- Billing information
- Progress tracking
- Relevant client services
Users would access the areas and capabilities appropriate to their role. For a production implementation, role based authentication, permissions, access controls, and appropriate data separation should be incorporated so advisors, staff, administrators, and clients receive the correct experience.
One branded ecosystem instead of disconnected tools.
Instead of maintaining separate tools for client communication, document collection, strategy work, planning, and service delivery, the organization can operate these functions inside one customizable tax operations and client experience platform.
- Client submits information
- Documents and intake are organized
- Advisor reviews the client profile
- Strategy opportunities are evaluated
- Scenarios and recommendations are developed
- Client receives relevant information and next steps
- Tasks, documents, communication, and progress remain connected
How Tax Suite helps protect next year's revenue.
Deliver an experience clients remember
Create a professional, branded experience that's easier for clients to use and easier for your firm to manage.
Stay connected all year
Send broadcast messages, tax tips, newsletters, planning opportunities, estimated-tax reminders, filing deadlines, birthday messages, and important announcements that keep your firm top of mind.
Make referrals effortless
Built-in referral sharing, tracking, analytics, rewards, and history — so you always know who's sending new business your way.
Start tax season with returning clients
Instead of rebuilding your client base every January, start with stronger relationships, more repeat business, and more referrals already working in your favor.
Tax season may end. Your client relationships shouldn't.
Most firms finish the return, send a thank-you email, and disappear until next year.
Tax Suite helps you stay connected — because every interaction after April is another reminder of why clients should return to your firm instead of asking Facebook for recommendations.
The future of tax marketing includes AI.
More people are asking ChatGPT, Gemini, Claude, Copilot, and other AI platforms to recommend trusted tax professionals.
Every Tax Suite is built using Generative Engine Optimization (GEO) so your educational content, services, resources, and business information are structured to help AI understand your firm and surface your business as AI search continues to grow.
Built for firms that want clients for more than one tax season.
Tax Suite was designed for firms focused on long-term growth.
Higher client retention
Keep more clients returning season after season.
More repeat business
Turn one-time returns into ongoing relationships.
More referrals
Built-in referral tools that make sharing effortless.
Better organization
Every client, review, and workflow in one place.
Stronger client relationships
Year-round communication that clients notice.
More advisory opportunities
Surface planning strategies you were already missing.
Year-round communication
Broadcast messages, reminders, tips, and newsletters.
Better AI visibility
GEO-ready so AI search engines find and recommend your firm.
Which one should you explore first?
Tax Strategy OS
- Best for
- Advisors focused on planning and reviews
- Focus
- Organize strategy, planning, reviews, opportunities, and advisor workflows.
- Main user
- Firm owner, advisor, tax strategist
Tax Hub Client Portal
- Best for
- Firms improving the client experience
- Focus
- Create a better client experience through secure communication, document collection, appointments, reminders, filing progress, and year-round engagement.
- Main user
- Client and service team
Tax Suite
- Best for
- Firms protecting next year's revenue
- Focus
- Retain more clients, generate more referrals, stay connected year round, strengthen relationships, improve visibility in AI search, and protect next year's revenue through a connected advisor and client experience.
- Main user
- Tax professional, firm owner, service team
Built to keep clients coming back.
Tax Suite isn't just where clients upload documents. It's where your relationship continues.
Client Retention Center
- Broadcast messages
- Monthly tax tips
- Filing reminders
- Estimated tax reminders
- Planning opportunities
- Birthday and holiday messages
- Newsletters
- Educational resources
- Review requests
- Client reactivation campaigns
Every touchpoint after April is another reason clients return next season.
Referral Center
- One-tap referral sharing
- Referral tracking
- Referral analytics
- Referral history
- Referral reward management
- Referral campaign reporting
Know exactly who's referring new business, reward loyal advocates, and turn satisfied clients into one of your firm's most consistent sources of new business.
Choose your strategy library.
Tax Strategy OS is built around selected strategy workflows. Choose the strategy areas you want turned on for your workspace based on your plan.
Entity & business owner strategies
Real estate & asset strategies
Household & deduction strategies
Year-end planning & review
Your selected plan determines how many workflows are included. No plan includes all 15 by default — you choose what's on.
Platform Management Options
Your organization is never dependent on HoldThat Systems for routine day to day platform administration. Choose the management model that fits your team.
Self Managed
Your organization manages routine platform content and administrative updates internally through an administrative experience. Depending on the final implementation and the permissions assigned, authorized staff may be able to:
- Add, edit, organize, archive, and remove platform content
- Upload documents
- Upload templates
- Upload educational materials
- Maintain resource libraries
- Update client resources
- Update configurable intake questions and forms
- Update announcements and notices
- Maintain client facing information
- Maintain internal reference materials
- Manage supported administrative settings
- Organize documents and resources
- Make routine content updates without requiring developer assistance
Routine content and administrative changes can be managed internally. New modules, advanced automations, third party integrations, structural changes, or custom functionality may require additional development.
Managed by HoldThat Systems
If your organization prefers not to manage the platform internally, ongoing platform management is available as an optional service. Potential managed services may include:
- Platform administration
- Content uploads
- Resource organization
- Document organization
- Updating client facing content
- Updating internal content
- Maintaining supported forms and intake content
- Administrative configuration
- Platform organization
- Requested content changes
- Ongoing platform optimization
- Supporting new resources and service offerings
- Coordinating approved platform updates
- Technical maintenance where applicable
- Supporting the platform as organizational needs evolve
This is an optional managed service, not a technical requirement. You can manage the platform yourself, or have HoldThat Systems manage it for you.
Your platform. Your content. Your operations.
Your organization should not have to contact a developer every time it needs to upload a document, replace a resource, change an announcement, or update routine content.
The platform can be designed so authorized staff maintain day to day control, while HoldThat Systems remains available for management, enhancements, integrations, and continued development when needed.
Choose the setup that fits your tax workflow.
Starter Suite
Solo tax pros who want a clean strategy workspace and simple client portal.
- Tax Strategy OS included
- Tax Hub included
- One connected setup
Studio Suite
Growing tax pros and small firms.
- Tax Strategy OS included
- Tax Hub included
- One connected setup
Signature Suite
Firms that want a premium tax experience.
- Tax Strategy OS included
- Tax Hub included
- One connected setup
Need only one side of the system? Tax Strategy OS and Tax Hub are also available separately.
Preview the experience.
Common questions before you get started.
Tax Suite Setup Request
Tell us what you need. We'll match you to Tax Strategy OS, Tax Hub, or the full Tax Suite.
Contact information
Tell us a little about you and your firm.
Your information is kept private and is only used to set up your account — never shared or sold.
Next tax season doesn't start in January. It starts today.
Every year, firms compete for new clients. The firms that grow the fastest don't simply attract more business — they build client experiences people remember, stay connected after tax season, make referrals effortless, and give clients a reason to come back.
Tax Suite helps you do all four. Protect next year's revenue with a connected advisor workspace, branded client portal, year-round communication, automated reminders, referral tracking, and a client experience designed to keep your firm top of mind.