Everything your tax office needs.

HolaCRM

Everything included

Same desk. New price. Workflow automation and AI conversations included.

• ✓Workflow automation
• ✓AI-powered conversations
• ✓AI Assistant included (in-CRM chat)
• ✓Unlimited clients (taxpayers) — no cap
• ✓5 staff users included (your office team)
• ✓Extra staff user $10.99/mo (Sleep Mode keeps the profile)
• ✓Client portal — clients upload W-2s, IDs, and tax docs
• ✓AI productivity tracking for staff
• ✓Client pipeline & lead tracking
• ✓Quick notes per client
• ✓Import clients from Drake, TaxSlayer, ProSeries & more
• ✓Automatic appointment reminders
• ✓24/7 AI Receptionist (Sara)
• ✓DocuSign e-signatures included
• ✓Free professional website included
• ✓Free hosting included
• ✓Mobile app — no App Store needed
• ✓Works offline
• ✓300 AI receptionist minutes/month included
• ✓100 AI Assistant conversations/month included
• ✓1,000 SMS/month included
• ✓Overage $0.05/min · $0.02/SMS · AI Assistant pack $19.99
• ✓Bilingual support EN/ES
• ✓Full tax history per client
• ✓Reports & analytics dashboard