FOR TAX FIRMS
The tool runs inside your practice, under your brand, on your client relationships.
The fee conversation changes when the deliverable changes.
A firm that reliably surfaces deductions a client's previous preparer missed is not selling the same service at a different price; it is selling a different service. Price follows.
Most firms in most markets pitch the same thing.
A proprietary tool in the prospect meeting is a difference the prospect can see in the room, not a claim they have to take on faith.
Clients leave over price and over friction.
Higher refunds address the first. A single place to upload documents and see progress addresses the second.
Referrals come from clients who have something worth mentioning.
A bigger refund than last year is worth mentioning.
Every firm gets a professional tax strategist assigned to the account. Their job is making sure the tool is used the way that makes your firm the most money — which positions to push, which client segments benefit most, how to price the change. Plus 24/7 support for everything operational.
SIMPLE TERMS
Strategy Tax is billed one month at a time, in advance, and you can cancel before your next billing date. Every firm is assigned a professional tax strategist who guides implementation and stays available long-term, so the platform actually does what it was built to do. If it isn't making your firm money, cancel. That's the whole arrangement.
