CRM and tax-client pipeline
Unlimited contact records with tags, custom fields, notes, tasks and smart lists, plus a preconfigured pipeline that moves every taxpayer from lead to completed return.
- Lead source tracking
- Segmentation
- Smart lists
Built for the tax industry, on HighLevel
One platform.One system.Run your tax business.
Elevation One puts your leads, clients, appointments, follow-up, marketing and reviews in a single place, with pipelines and automations already built for the way a tax office actually runs.
- Unlimited contacts
- Tax-client pipeline included
- From $49/month
One loginCRM, inbox, calendar and payments
Built to scaleSolo preparer to service bureau
Missed-call text backNever lose a lead to voicemail
Secure and web-basedWorks on any device, nothing to install
Everything in one place
Stop running your office through ten different apps.
Every tool is organized around how a tax business serves clients, books appointments, chases documents and gets paid.
Unified conversations
Text, email, calls, website chat and social messages land in one inbox, so nothing gets buried in a personal phone or a preparer's email.
- SMS
- Calling
- Web chat
Calendars and scheduling
Booking calendars for tax prep and consultations, with confirmations, reminders, rescheduling and cancellation notices handled for you.
- Confirmations
- Reminders
- Round-robin (ERO+)
Forms and intake
Client intake, lead capture, appointment and document-request forms, embedded on your site or sent by link, feeding straight into the contact record.
- Intake forms
- Surveys
- Document requests
Workflow automation
New-lead follow-up, appointment reminders, missing-document nudges, completed-client review requests and tax-season reactivation run on their own.
- Missed-call text back
- No-show recovery (ERO+)
- Referral campaigns (ERO+)
Marketing campaigns
Email and SMS campaigns with ready-to-use templates for returning clients, referrals and post-season offers. Social Planner and funnels unlock at ERO.
- Email + SMS
- Templates
- Social Planner (ERO+)
Reputation and reviews
Automatic review requests after a completed return, Google review connection and monitoring so your office keeps earning new clients between seasons.
- Review requests
- Google connection
- Monitoring
Payments and invoicing
Payment links, invoices and estimates connected to the client record, with integrations for the processors you already use.
- Payment links
- Invoices
- Estimates
Websites and funnels
A website and funnel builder with landing pages, embedded forms and calendars, so every campaign has somewhere to send people.
- Landing pages
- Funnels
- Calendar embeds
How it works
Every taxpayer moves through one clear pipeline.
The stages are already built. You just drag clients forward, and the automations tied to each step do the reminding.
- 1New lead
Captured from a form, a call, a chat or an ad, with a follow-up text sent instantly.
- 2Prospect
Nurtured by email and SMS until they book.
- 3Appointment
Confirmed and reminded automatically. No-shows get recovered at ERO and above.
- 4Intake and documents
Intake forms and document requests go out, and missing-document reminders keep nudging.
- 5In preparation
Preparers see status, notes and tasks in one record.
- 6Completed
A review request goes out, and the client is queued for next season's reactivation campaign.
Three levels, one system
Choose your elevation.
Each level keeps everything from the one below it and adds what your type of tax business needs next. Start where you are and move up when you're ready.
Level 1
PREP
Tax Preparer Operating System
For independent tax preparers and small offices that need one place for prospects, clients, appointments and follow-up.
$49/month
Includes
- CRM with unlimited contacts and the tax-client pipeline
- Unified inbox for SMS, email, calls and web chat
- Booking calendar with confirmations and reminders
- Intake and lead forms, surveys and document requests
- Core automations: follow-up, reminders, missed-call text back, review requests, reactivation
- Email and SMS campaigns, reputation, payments, website builder
- Elevation Academy PREP training
No contracts. Upgrade any time.
Most offices choose this
Level 2
ERO
Tax Office Operating System
For EROs and tax offices managing preparers, clients and internal operations under one roof.
$99/month
Everything in PREP, plus
- Team management: multiple users, permissions, lead ownership and assignment
- Preparer recruiting pipeline, application forms and interview scheduling
- Preparer onboarding with agreements, document collection and training access
- Advanced automation: multi-step nurture, no-show and cancellation recovery, referral and post-season campaigns
- Team and round-robin calendars, multiple pipelines
- Documents and e-signature, Social Planner, funnels
- Office dashboard and Elevation Academy ERO training
Includes every PREP feature.
Level 3
SB
Service Bureau Operating System
For service bureaus and multi-office organizations that recruit, onboard, support and manage EROs.
$249/month
Everything in ERO, plus
- ERO recruiting: lead generation, applications, qualification and sales follow-up
- ERO onboarding with digital agreements, setup tracking and training enrollment
- ERO lifecycle management from prospect to launch, support and renewal
- Advanced lead routing and sales automation across your network
- Executive dashboards and custom reports
- Training system and knowledge base for EROs and preparers
- AI-ready: Conversation AI, AI scheduling, Voice AI and Agent Studio available
Includes every ERO and PREP feature.
Texting, email sending, phone numbers, calling and AI usage are metered services and may be billed separately from the base subscription.
| Capability | PREP$49/mo | ERO$99/mo | SB$249/mo |
|---|---|---|---|
| CRM and contacts | |||
| Tax-client pipeline | |||
| Unified conversations | |||
| SMS and email* | |||
| Calling* | |||
| Calendars | Basic | Advanced | Advanced |
| Forms and surveys | |||
| Website and funnels | |||
| Workflow automation | Basic | Advanced | Advanced |
| Missed-call text back | |||
| Client follow-up | Advanced | Advanced | |
| Review management | Advanced | Advanced | |
| Email marketing | |||
| Social Planner | Optional / basic | ||
| Payments and invoicing | |||
| Documents and contracts | Basic / optional | Advanced | |
| Multiple preparers | — | ||
| Team management | — | ||
| Lead assignment | — | Advanced | |
| Preparer recruiting | — | ||
| Preparer onboarding | — | ||
| ERO recruiting | — | — | |
| ERO onboarding | — | — | |
| ERO management | — | — | |
| Advanced dashboards | — | ||
| Training / Elevation Academy | PREP | ERO | SB |
| Knowledge base | Basic / optional | Optional | |
| Conversation AI | Add-on | Add-on | Included / add-on |
| Voice AI | Add-on | Add-on | Add-on |
| Advanced AI / agents | — | Add-on | Included / add-on |
*Usage-based charges may apply.
What happens after you sign up
From sign-up to your first automated follow-up.
- 1
Choose your level
Pick PREP, ERO or SB. Not sure which fits? Book a demo and we'll help you decide.
- 2
Get your account
Your Elevation One account is built from the snapshot for your level, so the pipeline, forms, calendars and automations are already there.
- 3
Connect and import
Connect your phone number, email, payment processor and Google review profile, then import your existing clients.
- 4
Run your season
Leads get followed up, appointments get reminded and completed clients get asked for reviews, without you chasing any of it.
Elevation Academy
Training built into every level.
You're not handed a login and left guessing. Each level unlocks training for the way you'll use the system.
PREP: run your practice
Using Elevation One as an independent preparer, from lead capture to completed-client follow-up.
ERO: run your office
Tax office operations, preparer onboarding, team management and automation.
SB: run your network
Expanded courses, memberships and community for ERO training, quizzes, live sessions and resource libraries.
AI-ready at SB
Add AI when you're ready for it
SB accounts are configured so these can be switched on as included features or paid add-ons.
Conversation AIAI lead qualificationAI appointment schedulingAI review assistanceVoice AIKnowledge-base AIAgent Studio
Systems. Strategy. Success.
Common questions
Before you choose a level.
Still have a question?
Talk to the Elevation team directly. We answer within one business day.
Ask the teamElevation One is a business management and automation platform built for the tax industry. It gives you a CRM, a tax-client pipeline, a unified inbox for texts, emails and calls, booking calendars, intake forms, marketing, review management and payments, all in one login. It runs on HighLevel, configured specifically for how tax offices work.
No. Elevation One manages the business side: leads, clients, appointments, communication, follow-up and marketing. It works alongside your tax preparation software. If you need professional tax software, see Elevation Tax Pro Software.
If you prepare returns yourself, or with one or two helpers, PREP covers everything you need. If you run an office with multiple preparers and need to recruit, onboard and assign work, choose ERO. If you support a network of EROs or offices, SB adds ERO recruiting, onboarding, lifecycle management and executive reporting.
Yes. The levels are a progression, PREP to ERO to SB, and each keeps everything from the level below it. Start where you are and move up when your business does.
The tools are included at every level. SMS, email sending, phone numbers, calling and AI features are metered services, so usage-based charges may apply on top of the base subscription. We'll walk you through expected costs on your demo.
No. Elevation One is web-based and works from a computer, tablet or phone through a supported browser. There's also a mobile app for conversations and appointments on the go.
Yes. Contacts, appointments and conversation history are live account data, so they're imported during onboarding rather than shipped with the snapshot. Bring a spreadsheet export from your current system and we'll help you map it in.
SB accounts are AI-ready, so Conversation AI, AI lead qualification, AI appointment scheduling, AI review assistance, Voice AI, knowledge-base AI and Agent Studio can be enabled as included features or paid add-ons. Conversation AI and Voice AI are also available as add-ons on PREP and ERO.
Ready when you are
See Elevation One running your office.
Tell us where you are now and what you're interested in. We'll set up a live walkthrough of the level that fits and answer every question before you commit to anything.
- Live demo on Zoom, not a recorded video
- Honest fit: we'll tell you if PREP is enough
- No contracts and no setup surprises
Request a demo
Takes about a minute. We'll reach out within one business day.