Grow your tax business this season with Taxology Hub. One of our most powerful features is the built-in, fully automated referral platform. You set the referral amount, and we fund it—no spreadsheets, no manual tracking, and no wasted time. Your clients automatically receive their own affiliate links, and payouts are sent via direct deposit. It’s the easiest way to reward referrals and grow your business without the extra work.

At Taxology Hub, we provide innovative and cutting-edge solutions to support your growth. One of our standout features is the Loyalty Advance program, which offers your clients a cash advance in December—just in time for the holidays. This program is designed to boost client satisfaction and retention by giving them early access to funds when they need it most. Happy clients are more likely to return and refer others, helping you grow your business with ease.

Taxology Hub offers a unique and seamless way to file tax returns remotely with our Mobile Link feature. Unlike traditional mobile apps, the Mobile Link is fully integrated into your CRM—no downloads or extra steps required for your clients. Simply generate and send the link directly from your CRM account. Once your client submits their information, the return is automatically created in your tax software and added to your Leads system in Taxology Hub CRM. It’s a fast, efficient, and hassle-free way to serve your clients from anywhere.

Staying connected with your clients has never been easier! Taxology Hub offers a unified communication platform that lets you manage all your client interactions in one place. Send mass text messages or engage in personalized one-on-one conversations with ease. Plus, with automated messages for birthdays and holidays, you’ll always stay top of mind—without lifting a finger. It’s the simple, effective way to build stronger client relationships year-round.

As part of our all-in-one solution, Taxology Hub offers call tracking services fully integrated into your CRM. Easily generate and manage tracking numbers that can route calls to any phone or office in real-time. You’ll have instant access to recordings of both inbound and outbound calls, helping you stay organized and in control. Plus, you can customize greetings to create a more professional and personalized experience for your callers.

We’re excited to introduce our new Zoom support channels for both Sales and Support at Taxology Hub! Now you can connect with our team instantly and get your questions answered in real time. Whether you need help with setup, software features, or anything in between, our dedicated team is here to assist you. Experience smooth, hassle-free communication and exceptional service—join our Zoom channels today and see how easy it is to get the support you need!

At Taxology Hub, we understand the value of having remote access to your computer—and your team’s—anytime you need it. That’s why we offer a seamless screen-sharing solution built right into your CRM. With just a few clicks, you can request access from any team member. Once approved, you're instantly connected—no complicated codes or extra authentication required. Your CRM login serves as the verification, making the entire process quick, secure, and hassle-free.