UNLIMITED INDIVIDUAL E-FILES
File as many supported individual returns as your season brings without your software cost increasing every time you add another client.
PROFESSIONAL TAX SOFTWARE✦
UNLIMITED INDIVIDUAL E-FILES✦
BANK PRODUCTS✦
CLIENT PORTAL + MOBILE ACCESS✦
PRETTY QUICK CRM✦
MARKETING + AUTOMATION✦
PRETTY QUICK TAX SOFTWARE — FULL CAPABILITIES
SEE WHAT YOU CAN
SEE WHAT YOU CAN
FILE.
BUILD.
AUTOMATE.
You're here because you want to know exactly what Pretty Quick can handle before you commit. No vague feature list. No guessing. Here's what the software and Pretty Quick CRM actually make possible.
PREPARE✦
E-FILE✦
TRACK✦
MANAGE✦
CAPTURE LEADS✦
NURTURE✦
AUTOMATE✦
RETAIN✦
START WITH THE BIG PICTURE
WHAT PRETTY QUICK
HANDLES.
WHAT PRETTY QUICK
HANDLES.
AND WHAT PRETTY QUICK CRM
ADDS.
FILING
BUILT FOR A
REAL TAX OFFICE.
BUILT FOR A
REAL TAX OFFICE.
NOT ONE RETURN
AT A TIME.
The software is built to handle professional tax preparation at actual tax-season volume — whether you're preparing by yourself or operating with a team.
CLOUD-BASED ACCESS
Work from a supported browser with internet access instead of being tied to one physical desktop computer.
FEDERAL + STATE PREPARATION
Prepare federal and supported state filings inside the professional tax-preparation environment.
PRIOR-YEAR CAPABILITY
Work beyond the current filing year when clients need prior-year returns handled.
E-FILE STATUS + ACKNOWLEDGEMENTS
Track what has been prepared, transmitted, accepted, rejected, or still needs attention.
CLIENT EXPERIENCE
YOUR OFFICE CAN HAVE
AN ADDRESS.
YOUR OFFICE CAN HAVE
AN ADDRESS.
IT DOESN'T HAVE TO HAVE
A ZIP CODE.
SECURE CLIENT PORTAL
Give clients a secure place to exchange information and documents instead of sending sensitive tax information through random email threads.
MOBILE CLIENT EXPERIENCE
Clients can use supported mobile tools to send tax information and interact with your office without always coming in person.
VIRTUAL OFFICE CAPABILITY
Build a tax operation that can serve people beyond the physical walls of your office while keeping the tax-preparation process centralized.
BANKING PRODUCTS
GET PAID WITHOUT MAKING
THE CLIENT PAY YOU
GET PAID WITHOUT MAKING
THE CLIENT PAY YOU
FIRST.
Integrated bank products give eligible clients additional ways to handle preparation fees and refund disbursement while giving your office a more professional filing workflow.
BANK PRODUCT INTEGRATION
Offer supported refund-transfer and disbursement options without treating banking like a separate disconnected process.
REFUND ADVANCE OPTIONS
Give eligible clients access to supported advance products when offered through the participating bank for the current season.
BUILT-IN TRACKING
Keep banking-product activity closer to the same environment where your tax office is already managing returns.
RETURN TYPES
YOUR CLIENT LIST DOESN'T
ALL LOOK THE SAME.
YOUR CLIENT LIST DOESN'T
ALL LOOK THE SAME.
YOUR SOFTWARE
SHOULDN'T EITHER.
1040 RETURNS
W-2 Income
Single Filers
Married Filing Jointly
Married Filing Separately
Dependents
Credits + Deductions
Education Reporting
Amended Individual Returns
Prior-Year Returns
BUSINESS INCOME
Schedule C
1099-NEC
1099-K
Gig Workers
Independent Contractors
Rideshare Drivers
Beauty Professionals
Truck Drivers
Other Sole Proprietors
ENTITY RETURNS
Partnership Returns
S Corporation Returns
C Corporation Returns
Estates + Trusts
Supported Tax-Exempt Returns
Supported Estate / Gift Filings
Business-form availability may depend on the specific software configuration purchased.
OFFICE MANAGEMENT
DON'T JUST ADD
PREPARERS.
DON'T JUST ADD
PREPARERS.
BUILD
VISIBILITY.
Pretty Quick's tax software isn't limited to somebody sitting alone preparing returns. Owners can use office tools, reporting, user access, and return-status visibility to manage a larger operation.
01
USER ACCESS
Add team members and give them the access they need to perform their role.
02
ROLES + PERMISSIONS
Create clearer boundaries around who can access or manage different areas.
03
RETURN STATUS OVERSIGHT
See what is moving, what is waiting, and where attention may be needed.
04
OFFICE REPORTING
Use available tax-office reporting to review production and activity.
05
MULTI-PREPARER OPERATIONS
Build beyond a one-person tax desk as your office and production grow.
TRAINING + SUPPORT
YOU GET THE
SOFTWARE.
YOU GET THE
SOFTWARE.
YOU ALSO GET
THE ONBOARDING.
Pretty Quick doesn't hand you credentials and disappear. The package also includes resources to help you actually get your office set up and understand what you purchased.
Guidance around getting your Pretty Quick software environment ready for use.
Learn how to navigate and use the platform instead of figuring it out by accident.
Learn beyond tax preparation and build stronger client-acquisition habits.
Important forms, office checklists and operational resources for your season.
A support path when your question is about using the technology.
Stay connected to the Pretty Quick ecosystem instead of operating completely alone.
PRETTY QUICK CRM
THE TAX SOFTWARE
HANDLES THE RETURN.
THE TAX SOFTWARE
HANDLES THE RETURN.
THE CRM HELPS
RUN THE BUSINESS.
Pretty Quick CRM isn't just a place to store contact names. It's a sales, marketing, communication, automation, and client-management system that gives you the machinery to attract leads, follow up, book appointments, nurture prospects, manage clients, and keep your brand visible.
SEE CRM CAPABILITIES ↓
THE MARKETING LAYER
ATTRACT THE LEAD.
CAPTURE IT.
ATTRACT THE LEAD.
CAPTURE IT.
FOLLOW UP.
CONVERT IT.
Create lead-generation pages, offer pages, campaign funnels, intake paths and conversion-focused experiences.
Collect prospect and client information and push it directly into your CRM instead of copying it between random apps.
Send broadcasts, promotions, reminders, educational sequences, follow-up campaigns and client-return messaging.
Trigger communication and actions based on form submissions, appointments, pipeline stages, dates and client behavior.
Know who's new, who's interested, who's booked, who's onboarding, and who still needs your attention.
Let prospects schedule while reminders and follow-up help reduce the manual back-and-forth.
Centralize supported client communication so messages aren't scattered everywhere your business exists.
Your old leads and prior clients shouldn't just sit in a contact list. Run campaigns that put your business back in front of them.
Schedule supported social content so staying visible doesn't depend on remembering to post every morning.
Build systems around review requests and reputation so satisfied clients can help create public proof.
Create supported payment and invoicing flows when your business needs to collect outside traditional tax-preparation transactions.
Create digital assets and conversion paths without needing a completely separate website and funnel ecosystem.
Certain Pretty Quick CRM capabilities may require configuration, supported integrations, communication usage, or third-party services.
WHAT THE CRM IS REALLY FOR
ATTRACT.
CAPTURE.
NURTURE.
BOOK.
CLOSE.
RETAIN.
REACTIVATE.
Build the machinery around your tax service so marketing and follow-up don't stop every time you get busy preparing returns.
NOW YOU KNOW WHAT IT CAN DO
HOW MUCH OF IT DO YOU NEED?
THE FILING ENGINE
$397
Get the professional tax-preparation system, bank-product capability, filing tools, office resources, training and support.
GET SOFTWARE ONLY →THE FULL SYSTEM
$997
Everything in the tax-software package plus Pretty Quick CRM's marketing, automation, lead-management, client-management and growth tools.
GET SOFTWARE + CRM →
WHICH PACKAGE FITS?
SOFTWARE VS. THE FULL SYSTEM.
| CAPABILITY | SOFTWARE | SOFTWARE + CRM |
|---|---|---|
| Professional Tax Preparation | ✓ | ✓ |
| E-File Capability | ✓ | ✓ |
| Bank Products | ✓ | ✓ |
| Client Tax Portal / Mobile Tools | ✓ | ✓ |
| Training + Support | ✓ | ✓ |
| Pretty Quick CRM | — | ✓ |
| Sales Pipeline | — | ✓ |
| Funnels + Landing Pages | — | ✓ |
| Email + SMS Marketing | — | ✓ |
| Automated Follow-Up | — | ✓ |
| Appointment Calendars | — | ✓ |
| Reputation Tools | — | ✓ |
| Social Planning | — | ✓ |
| Database Reactivation | — | ✓ |
| Marketing Automation | — | ✓ |
YOU'VE SEEN WHAT IT DOES
NOW PUT IT TO WORK.
Choose the filing power you need — or add Pretty Quick CRM and put marketing, automation, lead management and client follow-up behind it.
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