ReliaHub
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Run Your Tax Office Smarter.

ReliaHub is the secure client workflow platform built for tax professionals. Streamline intake, collect documents, track follow-ups, and stay organized—all in one place.

  • Secure Intake

    Collect client info securely with public intake forms and booking links.

  • Document Collection

    Request, receive, and manage client documents in one secure hub.

  • Follow-Up Organization

    Track tasks, follow-ups, and client activity so nothing slips through.

Private. Secure. Built for U.S. Tax Pros.

Your data is encrypted, protected, and never shared.

256-BIT
ENCRYPTION
PRIVATE
FILE STORAGE
U.S. BASED
SERVERS

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Email verification is required before you can publish your public site and intake forms.

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Simple Pricing

Two plans. No setup fees. Annual billing gives you two months free.

Basic

$49/month

$490/year (2 months free)

  • One branded public link
  • Guided intake with required uploads
  • 249 stored clients · 100 GB storage
  • Google Calendar booking
  • Follow-Up Brain reminders
  • AJ draft assistant
Get Started

Power

$79/month

$790/year (2 months free)

  • Everything in Basic
  • 1,200 stored clients · 500 GB storage
  • Custom domain + remove ReliaHub branding
  • SMS messaging (usage billed)
  • Client payments via Stripe
  • 1 extra team member
Get Started

Security First

Taxpayer data deserves more than a generic CRM.

Private By Design

Client documents live in private storage. No public file links, ever. Access is verified and every view is audited.

Tenant Isolation

Row-level security keeps every tax business's data completely separated at the database layer.

Support Can't See Your Files

ReliaHub staff cannot open client documents or impersonate users. Any support access is permissioned and logged.