Automation & CRM Systems for Tax Firms

Stop Losing Leads.
Start Running a System.

Running a tax firm is hard. A structured system makes growth predictable and controllable.

Fully configured CRM and automation system

GetMarko puts everything in one simple system.
Everything your firm needs in one structured system.

CRM, email & SMS, AI callbots, phone system, pipelines, websites, funnels, and multi-channel messaging—all included.

You don’t need to be a tech expert or marketing pro.
You just need the right system, ready to go.

That’s GetMarko.

Less chaos, more control

Automation captures, follows up, tracks.

Automate follow-up, nurture leads, and manage growth

Automation captures, follows up, tracks.

CRM

Automation & Workflows

Email & SMS

Sales Pipelines

Funnel Builder

Appointments

AI Powered

The All-In-One Marketing, Sales, and Client Automation System for Tax & Accounting Firms

Capture New Leads

Turn website visitors into qualified tax and accounting leads—automatically and consistently.

Tax & Accounting Funnels That Convert

Create professional funnels, and landing pages designed to build trust and generate consultation requests.

Forms & Surveys for Tax Clients

Use simple forms and intake surveys to collect client information and pre-qualify prospects before you speak with them.

Online Appointment Scheduling

Let prospects book tax consultations instantly with a built-in calendar connected to your follow-up system.

Turn Leads into Customers

Capturing a lead is just the start. GetMarko helps you follow up automatically and move every lead toward a decision.

Easily Customize Your Follow-Ups

Build follow-up campaigns that run on autopilot—personalized, timed, and designed to get replies.

Multi-Channel Outreach

Connect with leads through calls, voicemail drops, SMS/MMS, email, and Messenger—from one system.

Two-Way Communication Anywhere

Reply to leads from your desktop or mobile app and keep every conversation in one place.

Fully Automated Booking

Turn interested leads into booked appointments automatically—no back-and-forth, no manual work.

Automated Nurture Conversations

Text-based follow-ups that guide prospects to book appointments on their own, even when you’re offline.

Fully Customizable Messaging

Control every message. Customize campaigns, timing, and follow-ups to match your brand and process.

Built-In AI Assistance

AI helps manage conversations and responses, keeping leads engaged and moving forward.

This is where most firms waste time

Built to Streamline How Your Tax or Accounting Business Operates

Automation handles the work you shouldn’t be doing manually:

Close More Deals

Turn every lead into a clear next step. GetMarko helps you follow up faster, stay organized, and close more business without the chaos.

Manage Your Workflow & Pipeline

See exactly where every lead stands. Track progress, automate follow-ups, and move deals forward with a clean, visual pipeline.

Collect Payments with Ease

Get paid directly through your website, funnels, or appointment bookings. Stripe is fully integrated—simple, secure, and seamless.

All Your Analytics in One Place

Know what’s working at a glance. Track leads, conversions, and revenue across every stage of your funnel from one dashboard.

Pricing

$197/mo

$397/mo

Fast-Track Your System Launch

One-Time Investment: $500
(Regular Value: $1,500)

This is not technical setup.
This is strategic implementation for serious firms.

Calls and implementation support are active while subscription remains active.