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 by HoldThat Systems is a branded operating system for tax professionals — client management, workflows, strategy, referrals, follow ups, and appointments in one place, so you stay connected before, during, and long after tax season.
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.
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 client experience stays open for appointments, messages, progress, and planning — another reason to return instead of searching for someone new.
One branded operating system for your tax business.
Tax Suite by HoldThat Systems brings your client experience, workflows, strategy, referrals, follow ups, appointments, and business processes into one place — configured for your firm.
Client experience
- Client management
- Client progress tracking
- Branded client-facing portal
- Appointment tracking
- Follow ups
Workflow & operations
- Workflow management
- Tasks and next steps
- Deadline tracking
- Business configuration
- Administrative controls
Strategy & planning
- Tax planning workflows
- Strategy organization
- Opportunity tracking
- Entity organization
Referrals & retention
- Referral tracking
- Referral bonus tracking
- Client retention tools
- Year-round communication
Your brand
- Business branding
- Your logo and colors
- Your contact and support details
- Your welcome message
Handled for you
- Hosting
- Maintenance
- Setup and configuration
- Platform updates
No sensitive tax records required. Keep returns, W-2s, 1099s, SSNs, and banking details in your existing secure tax software. Tax Suite handles workflow, strategy, communication, organization, and referrals.
Already have a CRM? You can keep it.
Tax Suite doesn't have to replace the system you already use. Your clients can use Tax Suite as their branded front end while your CRM handles the back end.
If your CRM supports API access, we can connect the two so the right information moves between them. That means your existing automations can keep running in your CRM instead of making you rebuild everything from scratch.
We'll review your setup, decide what needs to connect, and test it before the integration goes live.
Keep the system you've built. Give your clients a better place to stay connected with you.
How the integration works
- We review your setup and confirm what's possible with your specific CRM before anything is quoted or built.
- We map exactly what needs to connect — no blanket promises, no rebuilding your automations from scratch.
- We test the integration before it goes live.
Every CRM is different, and not every automation will work without review. API integrations are scoped and priced separately from your Tax Suite setup.
One live demo. Every view.
See the client view and the advisor view together in one place — the full Tax Suite experience, live right now.
Client view & advisor view, side by side
The client-facing portal and the advisor command center — progress, appointments, follow ups, referrals, strategy, and communication, all in your brand.
Your clients see your firm. Not ours.
Tax Suite is configured for your business. From Settings, authorized users can set your name, logo, colors, contact details, and client messaging — and those changes carry through your whole Tax Suite experience.
Available for white labelHow 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.
Built to keep clients coming back.
Tax Suite isn't just another tool. It's where your client 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 Suite includes a library of strategy workflows. Tell us which areas matter most to your firm during onboarding.
Entity & business owner strategies
Real estate & asset strategies
Household & deduction strategies
Year-end planning & review
We build it, host it, and keep it running.
You focus on your clients. HoldThat Systems configures your Tax Suite, applies your branding, and handles hosting and maintenance.
- Setup and configuration for your firm
- Branding applied across your Tax Suite
- Hosting and maintenance
- Technical updates and platform care
- Requested content and configuration changes
- Support as your firm grows
Your Business Doesn't Stop After Tax Season. Neither Should Your Follow-Ups.
Turn inquiries into organized follow-ups, keep clients informed, track referrals, and stay connected throughout the year with automation built around your Tax Suite workflow.
An example of how an inquiry can move through a workflow — not a guarantee that every inquiry becomes a client.
Live automated messaging requires connected sending services, appropriate customer consent, and properly configured workflows. Third-party messaging fees and out-of-scope custom integrations are separate. Automation is a Tax Suite enhancement and isn't sold on its own.
Get Tax Suite + Automation$399 one-time setup · $149/mo after launch
A Custom Tax Calculator, built into your Tax Suite.
Give clients a branded calculator configured around the way you actually plan. We set up the fields and scenarios with you, then connect it to your Tax Suite experience.
- Branded client-facing experience
- Customized calculation fields
- Simple, interactive interface
- Consistent branding with your Tax Suite
- Connected to your agreed Tax Suite workflow
Estimates depend on the calculation rules we define and validate together. Final tax calculations stay in your approved tax preparation software. The calculator is a Tax Suite enhancement and isn't sold on its own.
Get Tax Suite + Calculator$299 one-time setup · $99/mo after launch
Pick the Tax Suite that fits your firm.
Your one-time setup fee begins your project. Your monthly subscription starts separately once your system is completed and ready to use.
Tax Suite Standard
The core Tax Suite experience, in your brand.
One-time setup
$99
Monthly after launch
$99/mo
- Client intake coordination
- Lead management
- Outreach tracking
- Referral tracking
- Client relationship management
- Client retention tools
- Year-round business organization
Tax Suite + Custom Tax Calculator
Everything in Standard, plus your own branded calculator.
One-time setup
$299
Monthly after launch
$99/mo
- Everything in Standard
- Custom branded tax calculator
- Calculator configuration
- Integrated into your Tax Suite
- Customization within the agreed scope
Tax Suite + Automation
Everything in Standard, plus follow-ups that run year round.
One-time setup
$399
Monthly after launch
$149/mo
- Everything in Standard
- Automated lead follow-ups
- Intake follow-up workflows
- Outreach sequences
- Referral follow-ups
- Retention & reengagement
- Automation management interface
Tax Suite Complete
The all-inclusive package: calculator and automation together.
One-time setup
$599
Monthly after launch
$149/mo
- Everything in Standard
- Custom Tax Calculator
- Automation setup
- Outreach and follow-up workflows
- Referral management
- Year-round retention tools
- Complete business management experience
The Custom Tax Calculator and Automation are exclusive Tax Suite enhancements. They aren't sold separately at these prices — you need to purchase or already have Tax Suite to get either one.
Existing Client Automation Upgrade
One-time upgrade setup $499. After the upgrade, your monthly changes from $99 to $149 total — not a second subscription. We verify your existing account before sending the payment link.
See our Refund Policy.
Common questions before you get started.
Next tax season doesn't start in January. It starts today.
The firms that grow fastest 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 — with your branding, your workflows, and your referral program in one place.