Filewell | The Client System for Tax Practices
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The client system for tax practices

Fewer missed clients. More filed returns.

Filewell is the client system built for tax practices. We set it up, so leads get answered, documents get collected, and past clients return every season.

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Built for youTwo-way textingOnline scheduling
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Reminder deliveredSample notification
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Connects with the tools you rely on

  • Google Calendar
  • Zoom
  • Stripe
  • PayPal
  • Square
  • Zapier
  • Google Calendar
  • Zoom
  • Stripe
  • PayPal
  • Square
  • Zapier
  • Google Calendar
  • Zoom
  • Stripe
  • PayPal
  • Square
  • Zapier
  • Google Calendar
  • Zoom
  • Stripe
  • PayPal
  • Square
  • Zapier

Busy season shouldn't mean lost clients.

When the phones ring nonstop and paperwork piles up, leads slip through the cracks. Filewell keeps every conversation, document request, and follow-up moving.

BeforeWith Filewell
Calls go to voicemail and never get returned
→
Every missed call gets a text within moments
Paperwork trickles in by email, text, and photo
→
One reminder schedule collects what you need
You lose track of who is waiting on a reply
→
Follow-ups go out on time without you
Clients disappear once the return is filed
→
Past clients hear from you before next season
Inside Filewell

Your whole practice, at a glance.

See every client's stage, every reminder that went out, and every call that was caught, without digging through inboxes.

SAMPLE DATA FOR ILLUSTRATION

Every client, one stage

Know where each client is, from first inquiry to filed.

Automations in the background

Reminders and follow-ups go out on the schedule you set.

Never miss a call

Missed calls get an instant text so new clients stay warm.

Eight tools. One system.

Select any feature to open its full list of what's included.

How we work

You prepare the returns. We handle the system.

Our team builds and maintains your Filewell setup around the way your practice runs, so tax season stays about clients, not software.

01

Catch

Every inquiry lands in one place instead of five.

02

Keep

Clients hear from you at every step, by text and email.

03

Compound

Reviews, referrals, and repeat business build year over year.

Live in four steps.

Our team does the heavy lifting from day one.

Get Started
1

Discovery

We learn how your practice runs and where leads slip away.

2

Setup

We build your pipeline, forms, calendar, and message templates.

3

Go live

Reminders, follow-ups, and review requests start running.

4

Season after season

Your system keeps working between filing seasons too.

Pricing

One plan. Everything on the list.

No tiers to compare. Filewell Tax Pro covers your whole client journey.

The complete package

Filewell Tax Pro

A complete client system for your tax practice, set up and ready to run.

$99
  • We build and configure it for you
  • Client records and a tax-season pipeline
  • Shared text and email inbox
  • Online booking page
  • Document reminder automations
  • Missed-call text back
  • Review and referral requests
  • Lead forms and website chat
  • Workflows and tool connections
Get It Now

Questions, answered.

Ready for a calmer filing season?

Book a short walkthrough and we will show you how Filewell would work for your practice.

Talk with our team

Book a short demo or send us an email and we will get back to you.

Book a Demo Email [email protected]