They Find You.
A branded site with your name on it. They book from real openings on your calendar. No back-and-forth texts.
Business Management System For Tax Pros
Stop Chasing.Start Funding.
ReliaHub tracks every client from intake sheet to funded bank product and chases the documents, no-shows, & open balances so you don’t have to.
Built by a 15-year tax office owner who got tired of doing it by text/email at 11pm.
Works with
- Crosslink
- TaxSlayer Pro
- OLTPro
- Drake
- ProSeries
- TaxWise & More
Your daily command center
Open The App. Know Exactly Who’s Stuck.
Who hasn’t sent their W-2. Who’s on the calendar. Whose refund funded overnight and whose is overdue. One screen, first thing in the morning, before the phone starts ringing.
Put Your Season In OrderThe money side, finally visible
Know Who’s Funded, Who’s Waiting, & Who’s Overdue... Without Checking One Client At A Time In Your Bank Portal.
- Every Bank-Product Client’s Status, All Season Long.
- Overdue Refunds Flagged Before The Client Calls You.
- Prep Fees Collected, Tracked Per Client And Per Preparer.
- Cash And Billed Clients Tracked Too, With Reminders That Chase Open Invoices.
One connected client journey
From “Hey Do You Do Taxes?” to Funded & Following Up.
They Actually Finish Intake.
A guided questionnaire built for tax prep. ID numbers encrypted, documents attached from their phone, nothing missing when they sit down.
You File. It Tracks.
File their taxes and ReliaHub takes it from there: the filing and funding clock starts when the return lands in the right client’s file and you can access it at any time.
It Follows Up So You Don’t.
Document chases, appointment reminders, payment nudges, and “it’s been a year, let’s file again,” sent automatically and stopped the second the client responds.
Everything your season runs on
The Whole Toolkit From Day One.
Intake, documents, booking, follow-up, payments, and funding tracking ship with every hub. Add seats when your team grows and add-ons only if you want them.
AJ, Your Follow-Up Brain
Welcome emails, document chases, no-show rescues, payment reminders, next-season re-engagement. AJ writes once, sends for you, and stands down the moment a client replies. Every morning it briefs you on what needs you. This is the hire you couldn’t afford in February.
Bank-Product Funding Tracking
The only workflow tool that knows the difference between filed and funded. Funding windows tracked per client, overdue clients flagged before they call you asking where their money is.
Documents That Collect Themselves
Clients send what you need from their phone, securely, and every file lands on the right client automatically. Completed returns end up on the right client’s file too. No sorting, renaming, or chasing.
- Online Booking
- Real openings from your Google Calendar; virtual appointments come with a Meet link.
- Ask AJ Anything
- Ask “who hasn’t sent their W-2?” or “who’s still waiting on funding?” and get an answer, plus drafted messages you approve before they send.
- Payments
- Card links, balance tracking, reminders that chase so you don’t.
- Due Diligence On File
- Compliance questions attach to every return and lock once saved; audit defense built into the workflow, in line with IRS safeguarding expectations.
- Complete Client Files
- Household, cases, notes, documents, and an activity log behind everything.
- Runs From Your Phone
- Front desk to school pickup line, the whole hub works on mobile.
Built for the data you’re responsible for
You’re Required to Safeguard Taxpayer Data. Your Software Should Help.
Private By Design.
Client documents live in private storage with verified access, never public file links. SSNs encrypted at rest.
Your Firm Stays Separate.
Database-level isolation keeps every tax business and its clients walled off from every other.
Support Access Is Controlled.
Our staff can’t casually open client files or impersonate your team. Every access is permissioned and logged, the kind of control your Written Information Security Plan expects.
Straightforward pricing
Flat Per-Firm Pricing. Seats When You Need Them, Gone When You Don’t.
Pay Annually And Two Months Are On Us.
Solo
$49/ MONTH
$490 Billed Annually
A complete foundation for an independent tax practice.
- One Branded Public Site
- Guided Intake And Secure Uploads
- Bank-Product Funding Tracking
- 249 Stored Clients · 100 GB Storage
- Google Calendar Booking
- Follow-Ups That Send Themselves
- SMS Messaging (Usage Fees Apply)
- Ask AJ Anything
- Add An Assistant Seat For $9.99/Month
Team
$79/ MONTH
$790 Billed Annually
More capacity and seats for a growing office.Founding practices lock this rate in for life.
- Everything In Solo
- 1,200 Stored Clients · 500 GB Storage
- Business Phone Line: Calls, Voicemail & Text-Back
- Bring Your Existing Number. Free Transfer Through January 31
- Custom Domain And White Labeling
- Client Payments Through Stripe
- Owner + Assistant + Two Preparer Seats Included
Extra Preparers, Priced For Tax Season.
Available on both plans
Season Pass
$39/ PER PREPARER
Covers Jan 1 to Apr 30, Flat.
Monthly Seat
$16.99/ MONTH
Any Time Of The Year. Converts to A Season Pass Automatically On Jan 1 (We’ll Tell You First).
Fifteen Tax Seasons Went Into This. Yours Gets Easier Now.
Build your hub now, so you start tax season with a system, not a scramble.