Effortlessly Streamline Tax Clients & IRS Filing Pipeline
End-to-end management for Individual 1040s, Corporate 1120/1065 entities, visual IRS progress pipeline, fee ledger tracking, and automated client email campaigns.
Tax Return Progress Pipeline
● Live SyncUrgent Deadlines
3 FilesBuilt Specifically For US Tax Practices
Eliminate messy spreadsheets, lost documents, and fee confusion during peak tax season.
Real-Time 5-Stage IRS Progress Pipeline
Always know the exact status of every taxpayer engagement: Waiting docs, In preparation, QA review, Ready to file, or IRS Accepted.
Bilingual English & Vietnamese
Seamless 1-click toggle between standard IRS English and Vietnamese for seamless practice operation.
Automated Email Reminders
Send seasonal reminders and document requests to thousands of taxpayers in one click.
Run On Cloud Web & Standalone PC Desktop App
Access anywhere via secure web browser, or install the lightning-fast PC application with real-time cloud database sync.
Why Transition from Spreadsheets to EMLY CRM?
- •Client data scattered across spreadsheets with risk of file corruption.
- •No instant visibility over IRS e-file acceptance stages.
- •Missed extension deadlines due to manual calendar tracking.
- •Manual email drafting and fee reconciliation taking hours every day.
- All Individual 1040 & Corporate returns unified on Cloud & PC.
- Visual 5-stage drag-and-drop IRS Kanban pipeline for instant tracking.
- Automated countdown & alerts for urgent IRS filing deadlines.
- 1-Click personalized bulk email campaigns with dynamic balance due.
Trusted by Leading US Tax Practices
"Last season we handled 1,200+ returns on Excel which was chaotic. Moving to EMLY CRM gave us instant visibility over every IRS E-file status."
"The automated bulk email reminder with dynamic balance due amounts is a lifesaver. Our collection rate increased to 98%."
"The bilingual interface is incredibly thoughtful. I love being able to access via web at home and use the fast PC app at the office."
Start Free Forever. Upgrade Pro to Supercharge
No hidden fees. Free forever starter plan. Upgrade to Pro to unleash Emly AI superpowers and unlimited client records.
Free Forever
Perfect for solo tax preparers organizing their client base.
✓ No credit card required
What is included:
- Individual client records (Form 1040)
- Corporate entities (Form 1120, 1065)
- IRS Return Workflow & Filing Tracker
- 1-click Excel & CSV data export
- Emly AI 50-State Tax Knowledge
- Insurance Services & Marketing
Pro Monthly
Month-to-month flexibility with full access to Pro & AI.
Cancel or renew anytime
Pro features included:
- Unlimited client & business records
- Full access to Emly AI 50-State Engine
- AI-Powered Client Analytics
- Insurance Services & Marketing Mail
- Continuous feature updates
Pro Annual
Ultimate practice solution with unlimited capacity and AI copilot.
Everything in Pro Included:
- UNLIMITED records
- Emly AI 50-State Tax Knowledge
- AI Revenue Analytics
- Insurance & Marketing Mail
- Priority 24/7 WhatsApp Support
Lifetime License
Permanent root license with zero monthly fees. Contact for practice quote.
Tailored custom office quote
Lifetime Exclusive Privileges:
- Permanent access forever
- All Pro features included
- Free future software upgrades
- Custom domain & server setup
- VIP 1-on-1 WhatsApp Support