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.
Powered by Grant — MAJR's built-in AI tax intelligence engine→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
Meet MAJR Grant — Your AI Tax Expert
Grantis MAJR Pro's built-in AI intelligence engine, purpose-built for the tax industry. Ask it complex tax research questions, upload client documents for instant analysis, generate professional memos and engagement letters, and get reliable answers backed by IRS codes and regulations — all without leaving your dashboard.
Tax Research
Ask any tax question and get cited, accurate answers drawn from IRS publications, tax codes, and case law — instantly.
Document Analysis
Upload W-2s, 1099s, returns, IRS notices, and more. Grant reads and interprets them, then answers your questions.
Tax Memos & Letters
Generate professional tax memos, engagement letters, and client-ready explanations from a single prompt.
Conversational AI
Carry full multi-turn conversations about a client's situation — Grant remembers context so you never have to repeat yourself.
Powered by MAJR Grant
Grant is not a generic chatbot — it is an AI system purpose-built for tax professionals. It understands tax law, reads financial documents, drafts professional correspondence, and helps your firm deliver faster, more accurate service to every client.
Deep Tax Research
ResearchAsk any tax question — from obscure deduction rules to S-Corp compensation thresholds — and get thorough, cited answers drawn from IRS publications, the Internal Revenue Code, and relevant case law. No more wasting billable hours on manual research.
Document Intelligence
DocumentsUpload W-2s, 1099s, prior-year returns, IRS notices, K-1s, and more. Grant reads, interprets, and summarizes them instantly — flagging errors, identifying opportunities, and answering follow-up questions in a persistent conversation thread.
Memos, Letters & Engagement Docs
DraftingGenerate polished, professional tax memos, IRS response letters, and client engagement letters from a simple prompt. Grant writes in your firm's voice and populates the right client details automatically.
Client Email Composer
CommunicationsDescribe the email you want to send and Grant composes the subject line and full body — personalized with each client's name, written professionally, and ready to send in one click.
Built for reliability — not just speed
Grant is designed with tax professionals in mind. Every response is AI-generated and should be reviewed by a licensed tax professional before client delivery — but it handles the heavy lifting so your team can focus on judgment, not research.
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.
Built for how tax firms actually work
Everything your firm needs — clients, documents, scheduling, AI research, and email campaigns — in one clean dashboard.
Your firm at a glance
Active clients, team clock-ins, upcoming appointments, and real-time notifications — all on one dashboard the moment you log in.
- Active client count & pipeline status
- Team time clock built in
- Instant notifications for new leads & messages
Meet Grant — your AI tax advisor
Research tax questions, analyze client documents, draft memos, and review returns — all powered by Grant, MAJR's built-in AI engine trained on tax law.
- Analyze IRS notices instantly
- Generate formal tax research memos
- Draft client-ready emails in seconds
Reach all your clients in minutes
Create and send tax season campaigns, reminders, and newsletters to all your clients — with Grant writing the copy for you.
- AI-written subject lines & body copy
- Send to all clients or select recipients
- Branded email templates included
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.”
“Grant answered a complex S-Corp question in seconds that would have taken me an hour to research. It's like having a tax associate on call 24/7.”
Simple, transparent pricing
Whether you're a solo tax preparer, a growing firm, or a multi-office operation, MAJR provides the software, tools, automation, and AI needed to scale your business from one platform.
Build Your Practice
Perfect for:
Includes
- ✓Tax Software
- ✓Client Portal
- ✓CRM
- ✓E-Sign
- ✓Secure Documents
- ✓Training Library
Scale Your Firm
Designed for firms doing $100k–$500k annually.
Everything in Starter, plus:
- ✓Workflow Automation
- ✓Team Management
- ✓Bookkeeping
- ✓Payroll
- ✓Marketing Suite
- ✓Lead Management
- ✓Client Campaigns
- ✓Reporting
Ready to Scale
Designed for firms ready to scale.
Everything in Growth, plus:
- ✓Tax Resolution
- ✓Advanced AI
- ✓Internal Team Chat
- ✓Multi-location Support
- ✓KPI Dashboard
- ✓Custom Pipelines
- ✓Dedicated Success Coach
- ✓Monthly Growth Strategy
Full Platform
Everything in Professional, plus:
- ✓White Label Platform
- ✓MAJR Grant AI
- ✓API Integrations
- ✓Custom Development
- ✓Dedicated Account Manager
- ✓Executive Advisory
- ✓Enterprise Security
- ✓Multi-brand Management
All plans include a one-time implementation fee plus a monthly subscription. Upgrades available anytime. Compare all features →
Your clients' data is safe with us
256-bit SSL Encryption
All data in transit is fully encrypted end-to-end
SOC 2 Compliant Infrastructure
Built on Supabase — independently SOC 2 Type II certified
Data Encrypted at Rest
All client data stored with AES-256 encryption
Frequently asked questions
Everything you need to know about MAJR Pro.
Ready to transform your tax firm?
Join hundreds of tax professionals who have made the switch — and put MAJR Grant to work for their firm. Start your 14-day free trial today.
Start free trial →