Smart Systems.
Wild Marketing.
TaxRilla CRM.
A fully pre-built CRM system designed to accelerate your tax office from day one — not a blank canvas, a loaded weapon.
The foundation is set. The rest is yours to build. Expand with automations, systems, and tools as your office grows.
Not Just a CRM.
A Marketing Machine.
Most tax offices spend the whole year chasing clients. TaxRilla flips that entirely — building a system that attracts them, nurtures them, and brings them back. Every single year. Automatically.
Your practice runs
365 days a year.
Your marketing should too.
Tax season is 3 months. Your clients exist all 12. TaxRilla keeps you present, relevant, and top-of-mind every single month — with automated campaigns already built and ready to run the moment you subscribe.
When a client files with you, they don't just get a return — they enter a relationship. One that keeps them informed, engaged, and loyal. And one that puts referrals on autopilot.
The moment a client files, they automatically enter a post-season nurturing sequence. No manual setup. They stay warm all year until it's time to file again.
Pre-built landing pages and capture forms turn cold traffic into warm leads — funneled directly into your pipeline and automatically enrolled in pre-season marketing campaigns.
Clients who go quiet don't stay quiet. Reactivation campaigns automatically re-engage past clients before tax season hits — so you reclaim revenue you'd otherwise leave on the table.
Warm up leads before tax season opens. Be the first call they make.
Convert leads fast. Automated follow-ups turn interest into booked appointments.
Keep clients engaged after filing. Nurture sequences run all year without lifting a finger.
Win back lost clients automatically. Reclaim revenue before your competition does.
The PreMove Protocol™
Watch how users enter key client information directly into the Contact Opportunity Card inside the pipeline — and how the system instantly fires off personalized communications without the user ever leaving the pipeline or composing a single manual message.
No screen switching. Input client data directly from the opportunity card — right where you already are.
The card data triggers the right automation — SMS, email, or voicemail — customized to that specific client.
No composing. No copy-pasting. No leaving the pipeline. The system handles communication — you handle clients.
User never left the pipeline.
Zero manual messages composed.
Received
Docs
Progress
Signatures
Pre-Loaded Features
Built For Tax Offices
Every tool below comes pre-built and ready to deploy. No setup from scratch — just activate and accelerate.
AI Phone Agent
A 24/7 AI-powered phone agent that answers calls, qualifies leads, and books appointments — so you never miss a client even after hours.
Ad Management
Pre-built ad frameworks and campaign structures designed specifically for tax office client acquisition — plug in your budget and go.
Funnel Creation
Done-for-you landing pages and lead capture funnels pre-loaded into your account. Collect leads and push them straight into your pipeline.
Automated Review Management
Automatically request, monitor, and respond to reviews after every client interaction — build your reputation on autopilot.
Community Management
Manage your client community, group communications, and audience engagement all from within the same platform — no jumping between tools.
Guerilla Marketing Engine
Pre-Season, In-Season, and Post-Season nurture campaigns pre-loaded and ready to fire — keeping your brand top-of-mind 365 days a year.
Email & SMS Automations
Pre-written email and SMS sequences that automatically follow up, nurture, and convert leads — without you composing a single manual message.
Referral System
A built-in referral tracking and reward system that turns your existing clients into your most powerful marketing channel.
And Many More...
The pre-built foundation covers the essentials. The remainder of the system gives your office unlimited room to add automations, workflows, and custom builds as you scale.
Plus pipeline management, appointment booking, unified inbox, analytics dashboard, and everything your office needs to scale.
The
PreMove
Protocol™
Most CRMs make you jump between screens, compose manual messages, and remember to follow up. TaxRilla's PreMove Protocol™ eliminates all of that.
Input Inside the Pipeline
Fill in the client's opportunity card fields right inside your pipeline view — no switching screens.
Automations Fire Instantly
The system reads the card data and triggers the right communication sequence — personalized to that client.
Client Hears From You
SMS, email, or voicemail goes out — custom to them — without you composing or sending anything manually.
Pre-Built. Ready to Launch.
Every plan includes the full pre-built system. Upgrade to unlock more growth tools, users, and agency-level capabilities.
Rilla Monthly
- ✓ Full Pre-Built CRM
- ✓ Automations + Pipelines
- ✓ PreMove Protocol™
- ✓ Guerilla Marketing Engine
- ✓ Unlimited Contacts & Emails
- ✓ Unlimited Users (Limited Time)
- ✓ Basic Support · 1 Sub-Account
Rilla Annual
- ✓ Everything in Rilla Monthly
- ✓ Unlimited Users
- ✓ Priority Support
- ✓ Future Feature Drops Access
- ✓ Missed Call Text Back (Bonus)
- ✓ 24/7 AI Agent (Bonus)
- ✓ Keyword to Text Campaigns (Bonus)
Rilla Enterprise
- ✓ Agency-Level Dashboard
- ✓ Manage Assigned Sub-Accounts
- ✓ 50 Sub-Accounts (Limited Time)
- ✓ Unlimited Team Members/Sub-Acct
- ✓ Rilla Organization Templates
- ✓ Ticket-Priority Support
Seamless Integrations with Leading Tools
Frequently Asked Questions
Your Office.
Pre-Loaded.
Stop building from scratch. Start with a system already designed to accelerate your tax office — and grow it your way from there.
Smart systems. Wild marketing. Unlimited room to grow.