Each tool is purpose-built for the tax workflow and integrates natively with GoHighLevel.
13-step intake, documents, e-signatures, client portal, AI analysis
EITC/HOH due diligence AI interviews, IRS Form 8867 compliance
Estimate client refunds before filing. Set expectations, upsell bookings, capture leads.
Quarterly tax planning tool for self-employed and 1099 clients
Credit analysis and funding readiness for your clients. Integrated with your GHL portal.
No monthly fees. No subscriptions. Buy once, use every tax season.
30-day money-back guarantee · Your client data never leaves your GHL account · support@taxautomationsuite.com
No Zapier, no middleware, no extra tools. Data writes directly to your GoHighLevel account using Private Integration Tokens. Works with any GHL plan.
Pay once, use it every tax season. No subscriptions, no per-client fees, no surprises. All updates included. Tools stack together — your investment grows in value.
Not generic tools adapted for tax. Purpose-built for the tax workflow: intake → compliance → filing → client management. By a GHL Systems Architect.
TaxAutomationSuite is a complete tax practice automation platform built natively for GoHighLevel (GHL). It bundles five purpose-built tools for tax professionals: TaxIntake Pro (13-step client intake), DD Pro (EITC/HOH due diligence compliance), Tax Refund Estimator, Quarterly Tax Estimator, and CreditScore Pro. All tools integrate directly with GoHighLevel via Private Integration Token, with zero Zapier or middleware required.
TaxIntake Pro is a GHL-native tax intake software. It provides a 13-step digital intake form, secure document collection via magic links, e-signature capture, AI complexity scoring, and a client self-service portal. One-time $199 payment. All client data stays in your GoHighLevel account.
DD Pro is IRS Form 8867 due diligence compliance software for tax preparers. It conducts structured AI-powered interviews for EITC, Head of Household, Child Tax Credit, Other Dependent Credit, and American Opportunity Credit filers. Generates risk scores and PDF compliance documentation. One-time $109 payment.
Individual tools: TaxIntake Pro $199, DD Pro $109, Tax Refund Estimator $99, Quarterly Estimator $79. Bundle (TaxIntake Pro + DD Pro): $249. Full Suite (all tools): $399. Office Plan (unlimited preparers): $699. All prices are one-time payments with no monthly fees.
Yes. All TaxAutomationSuite tools are built natively for GoHighLevel and require an active GHL account. They work with any GHL plan including white-label sub-accounts. Client data is stored exclusively in your GoHighLevel account.