Build the Tax Business.
Automate the Operation.
Own the Growth.
Baddies Tax OS™ gives tax professionals everything needed to attract clients, manage leads, collect documents, automate follow-up, coordinate tax workflows, educate taxpayers, monitor credentials, and scale a modern tax agency from one powerful platform.
No more disconnected funnels, spreadsheets, inboxes, intake tools, reminder apps, training portals, and client-management systems. One brand. One command center. One complete tax-business operating system.
No credit card required for a guided demo. Implementation and white-label options available.
Built for the people building the next generation of tax firms
Your tax business should not depend on seven disconnected systems.
Most tax professionals are forced to combine a website builder, funnel software, CRM, appointment scheduler, email tool, SMS platform, client portal, document uploader, project manager, payment processor, training system, compliance tracker, and reporting dashboard.
Baddies Tax OS™ brings the complete client-acquisition and tax-office workflow into one connected environment.
Replace the Patchwork →From tax preparer to tax agency owner.
- Leads scattered across forms, social DMs, and paper notes
- Manual appointment reminders resulting in high no-show rates
- Clients constantly calling and texting asking for return status updates
- W-2s and 1099 documents buried in personal email threads
- No standardized preparation or review workflow for team members
- Inconsistent follow-up leading to lost repeat business
- Revenue spikes only during Jan–April, dry during offseason
- Marketing funnels rebuilt from scratch every tax season
- Staff working from memory without clear accountability
- Zero real-time visibility across branch office locations
- Every lead enters a centralized tax-specific CRM automatically
- Automated email and SMS follow-up runs 24/7 without manual effort
- Taxpayers upload W-2s, 1099s, and ID docs securely to their portal
- Clients track filing progress through a branded client portal
- Every service follows a repeatable, quality-checked workflow
- Staff receive clear task assignments and completion tracking
- Tax planning and advisory campaigns run year-round for steady cashflow
- High-converting funnels launch in seconds from tested tax templates
- Credentials (PTIN/EFIN) and filing deadlines remain visible
- Firm owners monitor all revenue and staff from one command center
Everything your tax agency needs to grow and operate.
Baddies Tax OS™ connects marketing, sales, fulfillment, compliance, financial intelligence, education, and client experience into one tax-focused operating system.
Tax Funnel Studio
Launch tax funnels without building from scratch. Choose from a complete library of tax-industry funnels designed for different services, taxpayer types, business stages, and campaign goals.
- Individual & Self-Employed Tax Funnels
- IRS Notice & Tax Resolution Funnels
- Tax Preparer & Service Bureau Recruitment
- Zoom Webinars & Consultation Booking
Taxpayer CRM
Turn every inquiry into an organized tax-client journey. Track leads, appointments, intake, documents, services, payments, return status, resolution cases, and history from one profile.
- Taxpayer 360 Client Profiles
- Pipeline Stages for Prep & Resolution
- Lead Source & Service Interest Tags
- Returning-Client Retention History
Client Intake & Portal
Give every client a professional, secure experience. Create a fully branded portal where taxpayers complete intake, upload W-2s/1099s, respond to questions, pay invoices, and track return status.
- Secure 256-Bit Encrypted Uploads
- Custom Branded Client Portal Domain
- Return Progress Tracking Bar
- Integrated Invoice Payment Requests
Tax Workflow Operations
Standardize your tax operation from lead to completed service. Replace memory-based operations with defined workflows for preparation, review, signatures, payment, and resolution engagements.
- Tax Prep Pipeline: Consultation → Filing
- Tax Resolution: Transcripts → Strategy
- Tax Advisory: Data → Quarterly Review
- Preparer Workload Distribution
Email, SMS & Zoom
Follow up with every client—without doing everything manually. Automate appointment confirmations, missing-document reminders, status alerts, Zoom consultations, and tax-deadline prompts.
- Automated Missing-Document SMS
- Consultation Booking & Zoom Links
- Returning-Client Retention Blasts
- Tax Season Countdown Sequences
Compliance Command
Make compliance visible before it becomes a problem. Monitor marketing reviews, consent records, security events, PTIN/EFIN renewal deadlines, staff credentials, and platform audit logs.
- IRC §7216 Consent Tracking
- PTIN & EFIN Readiness Reminders
- GLBA WISP Security Checklists
- Immutable Audit Logs
Tax AI Agent Workforce
Deploy specialized AI agents across your tax business. Use governed AI agents to support marketing copy, lead qualification, intake assistance, missing document nudges, and workflow coordination.
- Tax Funnel Copywriter Agent
- Intake & Document Concierge Agent
- Circular 230 Compliance Reviewer
- EFIN Readiness Guard Agent
Tax Education Academy
Educate your clients. Train your team. Build authority. Create branded taxpayer education, tax-business training, webinars, checklists, courses, lead magnets, and SOPs.
- Taxpayer Recordkeeping Checklists
- Self-Employed Deduction Guides
- Tax Preparer Onboarding SOPs
- Live Webinar Studio & Training
Practice Intelligence
Know exactly where your tax-business growth is coming from. Track leads, consultation bookings, show rates, conversion rates, intake turnaround, revenue by service, and office volume.
- Conversion & Traffic Attribution
- Return Preparation Turnaround Metrics
- Revenue Breakdown by Office & Preparer
- Client Retention & Referral Tracking
Built for your exact tax-business stage.
New Tax Business
Launch your brand, funnels, CRM, intake, client portal, and client-acquisition system from day one without technical overhead.
Independent Tax Pro
Automate follow-up, organize client documents, eliminate repetitive questions, and launch year-round advisory offers.
Growing Tax Firm
Manage staff, workload assignments, preparation workflows, quality review, multiple tax services, and firm performance.
Service Bureau
Recruit partner offices, onboard EROs, train preparers, monitor compliance, provision tax software seats, and manage overrides.
Calculate Your Tax OS Operating Savings
See how much money, time, and revenue you recover when you replace seven fragmented tools with Baddies Tax OS™.
* Estimates based on user-entered assumptions. Not a guarantee of revenue or savings. Individual results vary based on execution and business volume.
Choose the system built for your tax-business stage.
Start with the tools you need today and expand as your tax agency grows.
Baddies Launch
New tax businesses and independent preparers building their first complete operating system.
Billed monthly · +$497 setup
1 Tax Brand
1 Office Location
2 Internal Users
Up to 1,000 Active Contacts
Start with the complete foundation.
Baddies Growth
Established tax professionals and growing firms needing automation, team workflows, and year-round growth.
Billed monthly · +$1500 setup
Up to 3 Tax Brands
Up to 3 Office Locations
10 Internal Users
Up to 10,000 Active Contacts
Build a tax business that runs beyond tax season.
Baddies Agency Pro
Multi-office tax firms, high-volume operations, tax educators, and multi-service agency owners.
Billed monthly · +$3500 setup
Up to 10 Tax Brands
Up to 10 Office Locations
30 Internal Users
Up to 50,000 Active Contacts
Centralize every office, workflow, and growth channel.
Baddies Service Bureau
Service bureaus, software resellers, franchise-style tax networks, and multi-office partner networks.
Billed monthly · +$7500 setup
Unlimited / Contract Based
Unlimited / Contract Based
Unlimited / Contract Based
Unlimited / Contract Based
Pricing customized around your office network.
Baddies Enterprise Tax Network
Custom dedicated infrastructure, SSO, custom compliance controls, data warehouse exports, SLA commitments, and dedicated engineering team for national networks.
Optional Implementation Add-Ons
Baddies Tax Custom Website
$1,500 – $5,000 one timeCustom-designed, high-converting tax agency website integrated directly into Baddies Tax OS.
- • Branded Tax Website
- • Core Service Pages
- • Appointment Sync
- • Client Portal Embed
- • SEO Setup
Done-For-You Funnel Pack
$1,000 – $3,500 one timeCustom conversion strategy, copywriting, intake forms, email/SMS sequences, and CRM pipeline mapping.
- • Custom Conversion Strategy
- • Professional Copywriting
- • Form & CRM Wiring
- • Automated Email/SMS Sequences
Tax Campaign Management
Starting at $1,500 / moMonthly campaign planning, funnel optimization, email/SMS blasts, and conversion performance reporting.
- • Monthly Campaign Execution
- • Copy & Creative Assets
- • A/B Testing
- • Performance Analytics
Custom Tax AI Agent
$1,500 setup + $197/moTailored AI Agent built on your specific firm SOPs, knowledge base, and client communication tone.
- • Custom Agent Instructions
- • Knowledge Base Ingestion
- • Workflow Triggering
- • Guardrail Testing
Compliance System Setup
Starting at $2,500 one timeOperational setup for IRC §7216 consent forms, GLBA WISP checklists, PTIN/EFIN tracking, and audit logging.
- • IRC §7216 Form Integration
- • WISP Checklist Setup
- • Credential Alert System
- • Audit Log Configuration
Premium Concierge Onboarding
$2,500 – $10,000 one timeDedicated white-glove setup, data migration, staff training, domain setup, and live launch support.
- • Dedicated Setup Engineer
- • Data Migration Support
- • Team Live Training
- • Launch Day Monitoring
Become a Baddies Tax OS™ Founding Partner
Qualified early adopters receive reduced implementation setup fees, locked subscription rates, direct product advisory access, and Founding Partner status.
Subject to qualified application and onboarding capacity.
Five simple steps to launch your tax OS.
Select Model
Choose preparer, firm, multi-office agency, or service bureau.
Configure Brand
Add your logo, custom domain, office details, and communications.
Activate Funnels
Pick tax funnels and connect intake forms, Zoom, and email/SMS sequences.
Launch Portal
Activate taxpayer client intake, document upload, and payment links.
Automate & Scale
Deploy AI agents, credential alerts, analytics, and office workflows.
Book a Live 1-on-1 Platform Demo
See how one tax lead turns into a fully managed, compliant client inside Baddies Tax OS™.
Demo Request Received!
A Baddies Tax OS specialist will contact you shortly to confirm your scheduled 1-on-1 walkthrough.
Got questions? We've got answers.
Is Baddies Tax OS tax-preparation software?
Baddies Tax OS is designed primarily as a tax-business operating, marketing, client-management, workflow, education, and automation platform. Tax-return preparation and e-filing capabilities depend on approved integrations with professional tax software.
Can I use my own professional tax preparation software?
Yes. The platform supports configurable workflow links, document exports, and status stages for popular professional tax software providers.
Can I use my own tax agency branding?
Yes. Eligible plans allow firms to configure logos, colors, custom domains, email branding, portal branding, forms, and client-facing terminology.
Does it include a client portal for document uploads?
Yes. Clients can complete intake, upload W-2/1099 documents securely, communicate via secure messages, view invoices, join appointments, and track approved return status.
Can it track PTIN and EFIN deadlines?
Yes. The system calculates renewal windows, stores credential records, issues automated reminders, and supports internal office verification workflows.
Can I manage multiple branch office locations?
Yes. Agency Pro and Service Bureau plans support multiple offices, users, staff assignments, executive dashboards, and role-based permissions.
Your tax business deserves more than another disconnected tool.
Build a tax agency that attracts clients, communicates consistently, delivers a professional experience, organizes operations, develops its team, and creates year-round growth from one connected system.
Baddies Tax OS™ supports your operation. Your firm remains responsible for tax preparation, professional decisions, licensing, taxpayer data, advertising, and regulatory compliance.