The Tax Pipe is a CRM and workflow platform built for tax professionals. It offers document management, client communication, e-signature tools, refund tracking, and automation to streamline your entire tax preparation process.

No. The Tax Pipe is not a tax preparer and does not file tax returns. We provide the tools to help tax professionals manage their operations, but all tax services are performed by the independent professionals using the platform.

Absolutely. The Tax Pipe is built for both in-person and remote tax offices. Our tools support digital document collection, secure messaging, client portals, and remote e-signatures—making virtual tax preparation simple and secure.

Yes. We use HTTPS encryption and follow best practices in data handling. While tax preparers are responsible for their own data compliance, we provide a secure environment for storing and managing sensitive client information.

Yes! We offer onboarding support, video walkthroughs, and live training to help you get started quickly. Our support team is available throughout the tax season to assist you when you need it.

We offer monthly and annual subscription plans. You can cancel anytime. Your subscription includes access to our full suite of features, and we also offer optional usage-based billing for additional services like SMS, and e-sign.

Yes. You can add multiple users to your account, assign roles, and manage permissions to give your team secure access to the areas of the platform they need.

We offer integrations with select services for messaging, e-signature, and reporting. API and automation support is also available for advanced users.

Our support doesn’t disappear once you sign up. From busy season to off-season planning, our team is here to help. We offer both chat and email support, and can schedule live sessions when needed.

Yes! We offer a 14-day free trial so you can explore the platform and see if it fits your office before committing.

Yes! We support CSV uploads and built-in field mapping so you can quickly import your book of business. Whether you're switching CRMs or starting fresh, we'll help you get your contacts, notes, and history loaded in and ready to work.

Yes — and not just basic templates. Our top-tier marketing team has created done-for-you nurture campaigns that are built to convert. From tax season reminders to off-season engagement, we provide email and SMS sequences designed to keep your clients informed and coming back.

Absolutely. You can use our professionally built campaigns as-is or tailor the messaging to match your voice and brand. Want help refining it? Our support team can guide you through editing, scheduling, and maximizing campaign performance.

Not at all. Our platform is built for simplicity, and we offer step-by-step support to get everything working for your office. Most automations can be turned on with just a few clicks using our prebuilt templates — no coding or confusion required.