Tax Mastery Pro is a web-based, white-label CRM designed specifically for tax professionals, including solo practitioners, tax firms, ERO offices, and service bureaus. It brings client and office operations together in one branded platform, helping tax teams reduce reliance on separate apps, spreadsheets, and scattered communications. Firms can customize the client portal with their logo, colors, branded emails, and login experience.

The platform includes client management, digital intake forms, secure document uploads, file organization by client and tax year, e-signatures, invoicing, time tracking, payroll tools, and team and room management with permissions. Clients can use the portal to upload documents, sign forms, pay, and message their tax office. Plans include unlimited clients and all CRM features, with pricing tiers based on preparer capacity and storage, starting at $59 per month plus a one-time setup fee. Tax Mastery Pro also serves service bureaus, which can offer branded CRM access to ERO offices and set their own fees. The company provides demos and a free WISP readiness checklist for tax professionals.