Scale Your Firm Without Adding Staff
Handle more clients during tax season with automated data collection, smart categorization, and direct exports to Drake and other professional tax software.
Smith Tax Services
12 clients this week
Tax Season Shouldn't Mean Chaos
We built Et'al CRM to solve the problems we saw firsthand
Manual data entry eats your time
Auto-import from bank feeds and documents
Documents scattered everywhere
Centralized client portal with OCR
Inconsistent categorization
Rule-based auto-categorization
Staff burnout during peak
80% less manual work
Export reformatting headaches
Direct Drake & IRS integration
Hard to scale capacity
Handle 3x clients, same team
Built for Professional Tax Preparers
Every feature designed to save you time and reduce errors
Manage All Your Clients in One Place
Each client gets their own isolated workspace with document storage, transaction categorization, and export history. Assign team members to specific clients and track progress across your entire book.
- Unlimited client workspaces
- Team member assignment & permissions
- Progress tracking dashboard
- Client communication portal
47
Active Clients
5
Team Members
12
Ready for Review
23
Exported This Week
Categorization Rules
Set It Once, Categorize Forever
Create conditional rules that automatically categorize transactions. Rules can stack and combine for complex scenarios, and you can share rule templates across clients.
- Condition-based rule stacking
- Sharable rule templates
- Priority-based rule execution
- Exception flagging for review
Export Directly to Drake & More
Generate exports formatted exactly for Drake, TaxAct, or IRS e-file. No more manual reformatting or copy-paste errors. Your data flows cleanly into your existing workflow.
- Drake Tax export format
- TaxAct compatible exports
- IRS e-file ready data
- Custom CSV templates
Export Formats
Calculate Your ROI
See how much time and money you could save with Et'al CRM
Your firm today
et'al automates bank feeds, transaction categorization, and document handling — eliminating ~80% of prep time per return.
With Et'al, your firm could handle
200 more returns
per season — with the same team
“Last tax season we handled 60% more clients with the same team. Et'al CRM didn't just save us time—it transformed how we operate during peak season.”
Sarah Mitchell
Owner, Mitchell Tax Services • 15 years in practice