🎬 Demo video coming soon! Email support@taxautomationsuite.com for a live demo.
Four GHL-native tools. One complete tax practice.

The Complete Tax Automation Suite for GoHighLevel

Everything a modern tax practice needs — intake, due diligence, refund estimation, and more. All built for GoHighLevel. All one-time pricing.

5
Tools in Suite
Zero
Manual Data Entry
$0/mo
Monthly Fee
★★★★★
Rated
Products

Four tools. One complete practice.

Each tool is purpose-built for the tax workflow and integrates natively with GoHighLevel.

TaxIntake Pro

13-step intake, documents, e-signatures, client portal, AI analysis, built-in due diligence

$449
one-time
  • ✓ 13-step guided intake form
  • ✓ Every intake answer synced to GHL
  • ✓ Document collection magic links
  • ✓ E-signature capture
  • ✓ Client self-service portal
  • ✓ Google Drive sync
  • ✓ AI complexity scoring
  • ✓ Due diligence built in — EITC/HOH, IRS Form 8867 support
  • ✓ GHL pipeline management
  • ✓ Up to 50 team members
  • ✓ Setup done for you
Get Started →

Tax Refund Estimator

Estimate client refunds before filing. Set expectations, upsell bookings, capture leads.

$99
one-time
  • ✓ Instant refund estimation
  • ✓ GHL lead capture
  • ✓ Branded client experience
  • ✓ Appointment booking integration
Get Estimator →

Quarterly Estimator

Quarterly tax planning tool for self-employed and 1099 clients

$79
one-time
  • ✓ Quarterly payment calculator
  • ✓ Self-employment income focus
  • ✓ GHL contact sync
  • ✓ Planning reminder automation
Get Estimator →

CreditScore Pro

Credit analysis and funding readiness for your clients. Integrated with your GHL portal.

$109
one-time
  • ✓ Full credit score analysis
  • ✓ Improvement recommendations
  • ✓ GHL contact sync
  • ✓ Automated upsell sequences
Get CreditScore Pro →
Pricing

Simple, One-Time Pricing

No monthly fees. No subscriptions. Buy once, use every tax season.

Starter
$449one-time

One-time payment — due diligence built in

Get TaxIntake Pro →
✓ 13-step intake form
✓ Every answer synced to GHL
✓ AI analysis & scoring
✓ Document collection
✓ E-signature capture
✓ Client self-service portal
✓ Google Drive sync
✓ Built-in EITC/HOH due diligence
✓ Up to 50 team members
✓ Setup done for you
✓ All future updates
For Agencies
Custom

Resell under your own brand

Talk to Us →
Everything in TaxIntake Pro, plus:
✓ Your own branded login, emails & footers
✓ Custom domain for your clients
✓ We set up and configure every client for you
✓ Built for GHL agencies & resellers
Complete Package
$799 one-time

Everything, forever — all current + future tools

Get Full Suite →
✓ TaxIntake Pro, due diligence built in ($449 value)
✓ Tax Refund Estimator ($99 value)
✓ CreditScore Pro ($109 value)
✓ Quarterly Estimator ($79 value)
✓ All future TAS tools
✓ Priority support

30-day money-back guarantee  ·  Your client data never leaves your GHL account  ·  support@taxautomationsuite.com

Why TaxAutomationSuite

Built for tax pros. Not adapted for them.

GHL Native

No Zapier, no extra tools, nothing to connect. Data writes directly to your GoHighLevel account. Works with any GHL plan.

One-Time Pricing

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.

Built for Tax Pros

Not generic tools adapted for tax. Purpose-built for the tax workflow: intake → compliance → filing → client management. By a GHL Systems Architect.

FAQ

Frequently asked questions

Yes — TaxAutomationSuite is built exclusively for GoHighLevel. Any GHL plan works (Starter or above). All your client data lives in your GHL account.

TaxIntake Pro ($449) includes built-in EITC/HOH due diligence. Tax Refund Estimator ($99), Quarterly Estimator ($79), and CreditScore Pro ($109) are available as standalone add-ons. The Full Suite at $799 bundles everything.

No monthly fees. Ever. One-time payment includes lifetime access plus all future updates.

After purchase, share your GHL access. We configure everything — your pipeline, every intake field, and your workflow tags. You get a Loom walkthrough video. Total setup time is under 1 hour.

Everything lives in YOUR GoHighLevel account. Client SSNs, documents, and signatures never touch our servers — your GHL is the only database.

Ready to automate your tax practice?

Join tax professionals who have eliminated manual intake, streamlined IRS compliance, and automated their entire practice.

Get TaxIntake Pro — $449

✓ One-time payment  ·  ✓ Setup done for you  ·  ✓ 30-day money-back guarantee

What is TaxAutomationSuite?

TaxAutomationSuite is a complete tax practice automation platform built natively for GoHighLevel (GHL). Its core product, TaxIntake Pro, combines 13-step client intake with built-in EITC/HOH due diligence compliance. Additional standalone tools — Tax Refund Estimator, Quarterly Tax Estimator, and CreditScore Pro — extend the suite. All tools integrate directly with GoHighLevel, with zero Zapier or extra connectors required.

What is TaxIntake Pro?

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, a client self-service portal, and built-in due diligence compliance. One-time $449 payment. All client data stays in your GoHighLevel account.

Does TaxIntake Pro include due diligence?

Yes. IRS Form 8867 due diligence is a built-in feature of TaxIntake Pro. 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.

How much does TaxAutomationSuite cost?

TaxIntake Pro (due diligence built in): $449. Individual add-on tools: Tax Refund Estimator $99, Quarterly Estimator $79, CreditScore Pro $109. Full Suite (all tools): $799. All prices are one-time payments with no monthly fees. GHL agencies that want to resell TaxIntake Pro under their own brand can contact us for white-label pricing.

Does TaxAutomationSuite require GoHighLevel?

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.