Built by Tax Professionals Who Saw Revenue Being Left on the Table
After working closely with tax and accounting firms, we noticed the same problem again and again. Firms already had opportunities for tax planning revenue, but lacked a simple system for identifying those opportunities and following up consistently.
That's why we built Choice Tax Planning — a platform designed specifically to help firms uncover opportunities, automate follow-up, and generate more revenue from the clients they already serve.
Tax Firms Need More Than Generic CRM Software
Most business software is designed for general industries. Tax firms operate differently. They deal with seasonal workloads, tax planning opportunities, document collection, appointment scheduling, and ongoing client communication throughout the year.
- Tax planning opportunities
- Appointment scheduling
- Client engagement
- Follow-up workflows
- Lead conversion
Choice Tax Planning was built around these needs from day one.
Why Tax Firms Choose Choice Tax Planning
Built for Tax Firms
Every workflow, automation, and tool is designed around the needs of tax professionals.
Focused on Revenue Growth
The platform helps identify opportunities, automate follow-up, and increase booked consultations.
Built Around Tax Planning
Turn existing client relationships into year-round tax planning opportunities.
Simple to Scale
Create a repeatable growth process without hiring additional staff.
What We Believe
- Most firms already have untapped revenue opportunities
- Consistent follow-up beats complicated marketing
- Technology should reduce administrative work
- Tax planning creates more value for firms and clients
- Growth should not require hiring additional staff
"We created Choice Tax Planning to help firms uncover opportunities that are already sitting inside their client base."
The Opportunity Was Already There
Most Firms Don't Have an Opportunity Problem. They Have a Process Problem.
The opportunities already existed. The systems for identifying and consistently following up on those opportunities did not.
Many firms relied on spreadsheets, disconnected software, manual processes, and inconsistent follow-up. As a result, revenue opportunities were being missed.
Choice Tax Planning was created to provide a simpler solution — a single platform designed to help firms uncover opportunities, automate communication, and generate more tax planning revenue from the clients they already serve.
Help Tax Firms Capture More of the Opportunity They Already Have
We believe most firms don't need more leads. They need a better system. Our mission is to help tax professionals:
- Identify hidden opportunities
- Automate repetitive follow-up
- Increase booked consultations
- Grow tax planning revenue
- Deliver more value to clients
Choice Tax Planning Is Ideal For Firms That:
- Prepare 100+ tax returns annually
- Offer or want to offer tax planning services
- Want recurring revenue beyond tax season
- Need a repeatable follow-up process
- Want growth without hiring additional staff
Your Next Tax Planning Client May Already Be in Your Database
Most firms already have tax planning opportunities sitting inside their client list. Choice Tax Planning helps identify those opportunities, automate follow-up, and convert more clients into booked tax planning consultations.