Professional tax software is only the beginning. Pretty Quick gives tax pros the tools to keep 100% of their prep revenue, prepare returns professionally, and add Pretty Quick CRM when they're ready to capture leads, market consistently, automate follow-up, and run the business behind the returns.
Splitting fees. Chasing clients. Manually following up. Marketing from scratch every week. Logging into software that files returns but doesn't help them actually grow the business around the return.
The goal isn't another login. It's a cleaner operation: professional filing tools, better support, stronger marketing, and a system that can actually keep up with where you're trying to go.
Start with professional tax software or add Pretty Quick CRM when you're ready for lead capture, marketing, automation, client follow-up, pipelines, and more structure behind the scenes.
Pretty Quick is for tax professionals who want more ownership over how they earn, market, serve clients, and operate. Start with professional filing software or add the infrastructure to run the rest of the business better too.
Receive 100% of your tax-preparation revenue with no split.
You're not just buying software access and being left there.
Pretty Quick CRM adds serious lead-generation, follow-up, automation, and marketing capability.
For the tax pro who wants professional filing software, wants to keep 100% of their prep revenue, and already has the rest of their business systems handled.
For the tax pro who wants more than filing software. Add the marketing, lead capture, automation, follow-up, and client-management infrastructure behind the business.
Pretty Quick CRM gives tax pros the kind of marketing, lead-management, automation, communication, and client-tracking infrastructure normally pieced together across multiple platforms. Capture the lead, nurture the lead, book the lead, track the client, and keep the relationship moving — from one business system.
Funnels, landing pages and forms designed to turn attention into actual prospects.
Build campaigns that nurture, educate, promote, remind and bring clients back.
Stop depending on memory to follow up with every lead who wasn't ready today.
See who is new, booked, onboarding, waiting, active or still needs attention.
Give clients cleaner ways to schedule, submit information and move forward.
Tax season ends. Your relationship with the client shouldn't have to.
You're not buying access just to be left staring at a dashboard. Pretty Quick pairs the tools with training, support, and direction so you know what you have, how to use it, and where to go when you need help.
Pretty Quick also has a mentorship-only path for tax professionals who want direction, strategy and business support without adding another software package.
EXPLORE MENTORSHIP →Get answers about software access, Pretty Quick CRM, onboarding, support, package differences, and what happens after you purchase.
VISIT THE FAQ →Choose Pretty Quick Tax Software for the filing power, or add Pretty Quick CRM and build the marketing, automation, lead management and client experience around it.
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