A Special Thank You to Our Valued CRM Excel Tax Solutions Customers.
We sincerely appreciate you choosing CRM Excel and trusting us with your business needs. Your partnership is invaluable to us, and we're excited to continue supporting your success with powerful tools like CRM Excel.
Unlock the Power of CRM Excel!
Streamline your tax business and grow faster with our all-in-one CRM and marketing platform—built just for tax professionals like you.
Watch the LIVE Demo
This offer can be purchased through your Tax Season Bonus!
This offer can be purchased through your Tax Season Bonus!
Limited-time offer for RightWay Tax Solutions customers: Get the Starter Plan for $41.66/month for a one time annual payment of $500 (was $79/month) or Premium Plan for $154/month for a one time annual payment of $1850 (was $249/month ). Contact your RightWay Account Manager to pay with your Tax Season Bonus! Offer ends June 30th!
Solve Your Biggest Challenges with CRM Excel
From marketing to client management CRM Excel empowers your tax business to thrive.
Website Builder
Build Your Professional Online Presence with Ease. Launch your marketing initiatives quickly using our pre-designed funnel and website templates, specifically tailored for the tax industry. CRM Excel intuitive drag-and-drop builder allows you to effortlessly create stunning, high-converting landing pages and websites directly on your own domain. No coding required – just professional results to attract and convert more clients.
Social Media Planner
Effortlessly Manage Your Social Presence. Stay connected with clients and prospects across all your social media channels without leaving CRM Excel! Our intuitive Social Planner lets you schedule posts, monitor engagement, and manage your online reputation all in one place. Save time, build your brand, and keep your audience engaged year-round with consistent, professional social media content tailored for the tax industry.
Auto Dialer + Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar or use the auto dialer to follow up with leads!
Manage Your Reputation
Stay on top of client feedback and build trust with tools to monitor and improve your online reputation. Get more 5 star reviews.
Nurture & Retain Clients
Reactivate old clients and gain new ones with targeted campaigns and lead management across multiple channels.
Hassle-Free Appointment Booking
Say goodbye to back-and-forth scheduling. Automate appointment booking to close more deals and keep your calendar full.
Exclusive Offer – Save Big on CRM Excel!
For a limited time, get CRM Excel at a special rate—only for CRM Excel customers.
(Plans are subject to usage billing where applicable)
Starter Annual Package
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices, and Small Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry. The annual subscription can be paid out of your Tax Season Bonus with your renewal. Call your Account Manager for details!
Save 47%! Perfect for small tax businesses looking to streamline operations and grow.
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
/MONTHLY
$79/ mo $948/ yr
/YEAR
Now $500
/ With a one year subscription
/YEAR
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation (7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7/365 LIVE Support
Basic Reporting
$10 Complimentary Usage Credits
Seasonal Plan Available
Use "RenewStarter2025" to get Discount
Premium Annual Package
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
The annual subscription can be paid out of your Tax Season Bonus with your renewal. Call your Account Manager for details!
Save 38%! Ideal for growing firms needing advanced marketing, CRM, and automation.
$249/ mo $2,988/ yr
/YEAR
Now $1,850
/YEAR
/ With a one year subscription
$249
Everything In Starter Plus (For the Top Dogs)
Tax Preparation & Service Bureau Systems
3 Locations
Unlimited Contacts & Users
Memberships & Courses
Communities
Advanced Reporting
$25 Complimentary Usage Credits
Use "RenewPremium2025" to get Discount
Hurry! This offer ends June 20th. Start growing your tax business today with the best tax CRM software.
Hurry! This offer ends June 20th. Start growing your tax business today with the best tax CRM software.
Compare Our Plans
Explore transparent pricing options, feature breakdowns, and select the best value for your investment.
Starter Annual Package
Single Account - Setup 1 Starter Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Basic Reporting
1 location, 2500 contacts
10 users
Premium Annual Package
Single Account - Setup 1 Premium Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
Advanced Reporting
Memberships, Courses & Communities
See RightWay GO in Action – Request a Demo!
Not sure which plan is right for you?
Schedule a demo with our team to see how RightWay GO can transform your tax business.
Turn Your Network into Income – Become an Affiliate Now!
Why Tax Pros Love CRM Excel
Join thousands of tax professionals growing their businesses with CRM Excel.
CRM Excel marketing tools helped me double my client bookings in just 3 months!
Sarah T.
Independent Tax Professional
The CRM and automation features save me hours every week. It’s a game-changer!
Michael R.
Small Tax Firm Owner
CRM Excel isn’t just a software company—they go above and beyond to help clients earn more, even beyond tax season. Their top priority was my success, which sets them apart from the rest.
Keesha
Houston TX
Frequently Asked Questions
Join thousands of tax professionals growing their businesses with CRM Excel
What happens if I don’t act by June 20th?
You’ll miss out on these exclusive rates, and pricing will revert to $79/month (Starter) or $249/month (Premium).
Can I upgrade my plan later?
Yes! Contact our team to upgrade from Starter to Premium at any time.
Is there a money-back guarantee?
Absolutely—Try CRM Excel risk-free with our 30-day satisfaction guarantee. You can cancel at anytime unless you have a discounted annual subscription
Don’t Miss Out – Grow Your Tax Business Today!
Get Started Now – Save Up to 47%!
This site is not a part of the Meta website or Meta Inc. Additionally, This site is NOT endorsed by Meta in any way. Meta is a trademark of Meta, Inc.
DISCLAIMER: Although we make every effort to accurately represent the services and/or products presented on this website, CRM Excel makes no assurance, representation or promise regarding future earnings or income, or that you will make any specific amount of money, or any money at all, or that you will not lose money. Earnings or income statements, or examples of earnings or income, represent estimates of what you may earn; however, there is no promise or guarantee that you may experience the same level of earnings or income. There is no assurance that any prior success or past results regarding earnings or income may be an indication of your future success or results.
© CRM Excel. 2025 . All Rights Reserved.