Your Firm. Organized. Every Season.
MAJR Pro is the all-in-one CRM built exclusively for tax offices. Manage clients, track filing deadlines, send organizers, collect signatures, and close cases — all from one dashboard.
Everything your tax firm needs
Stop juggling spreadsheets, email threads, and sticky notes. MAJR Pro brings your entire firm workflow into one place.
Client Management
Keep every client profile, document, note, and communication history organized. Never lose track of a client again.
- ✓ Contact profiles & history
- ✓ Document storage
- ✓ Activity logs
Tax Organizers
Create custom organizers, send them to clients, collect electronic signatures, and track completion status in real time.
- ✓ Custom form builder
- ✓ E-signature collection
- ✓ Completion tracking
Pipeline & Cases
Visualize your entire workload on a Kanban board. Know exactly where every case stands and never miss a deadline.
- ✓ Kanban board view
- ✓ Deadline tracking
- ✓ Case assignment
Client Portal
Give clients their own secure portal to upload documents, sign letters, and check on their case status anytime.
- ✓ Secure document upload
- ✓ Engagement letters
- ✓ Real-time case status
Email Marketing & Campaigns
Send email blasts, newsletters, and marketing campaigns to your entire client list in one click. Stay top-of-mind every tax season.
- ✓ Email blasts to all clients
- ✓ Drag-and-drop newsletter builder
- ✓ Automated follow-up sequences
Lead Capture & CRM
Capture potential clients through your custom prospect form, track leads through your pipeline, and convert them into paying clients.
- ✓ Custom prospect intake forms
- ✓ Lead pipeline tracking
- ✓ Convert leads to clients
Team Management
Invite your staff, assign roles and permissions, and track who is working on what across your entire firm.
- ✓ Role-based access
- ✓ Staff assignments
- ✓ Team performance
Up and running in minutes
No complicated setup. No IT team required. Get your firm organized today.
Create your firm
Sign up and set up your firm profile in under 5 minutes.
Add your clients
Import existing clients or add them manually with all their details.
Send organizers
Create and send branded tax organizers for clients to complete.
Track & close
Monitor your pipeline and close cases faster than ever before.
Trusted by tax professionals
"MAJR Pro cut my admin time in half. I can finally focus on what I do best — helping my clients."
"The client portal alone is worth it. Clients upload documents on their own now — no more chasing emails."
"Our whole team is on the same page. We know exactly where every case stands at any given moment."
Simple, transparent pricing
No hidden fees. Cancel anytime. Start free for 14 days.
- ✓ Up to 50 clients
- ✓ Tax organizers
- ✓ Client portal
- ✓ Email support
- ✓ Unlimited clients
- ✓ Everything in Starter
- ✓ Team management
- ✓ Pipeline & automation
- ✓ Priority support
Ready to transform your tax firm?
Join hundreds of tax professionals who have made the switch. Start your 14-day free trial — no credit card required.
Start free trial →