01
A polished front door
Give clients one branded place to book, complete intake, and securely send what you need.
Practice management for tax professionals
Your tax practice,beautifully under control.
ReliaHub brings client intake, documents, appointments, payments, and follow-through into one polished home—built exclusively for the way tax professionals work.
One home
For your client workflow
Your brand
At every client touchpoint
Your practice
Always in your control
Designed around your practice
Professional on the outside. Composed on the inside.
Your clients should feel cared for. You should feel in control. ReliaHub gives both sides of your practice a more confident experience.
02
A clearer workday
Bring appointments, document requests, payments, and follow-ups into one calm operating view.
03
A practice built to grow
Create a consistent client experience without adding more inboxes, spreadsheets, or loose ends.
Your daily command center
See the work. Know what matters. Move with confidence.
Appointments, client activity, document movement, and the follow-ups waiting on you—all organized without the noise.
Put your practice in orderOne connected client journey
From first inquiry to final follow-up.
ReliaHub keeps the relationship moving while your firm stays focused on the work that requires your expertise.
01
Welcome
Branded site and inquiry
02
Prepare
Guided intake and uploads
03
Serve
Appointments and payments
04
Follow through
Tasks and client activity
Everything your firm runs on
The full toolkit, included from day one.
No add-ons to hunt down and no modules to unlock — every part of the client workflow ships with your hub.
Guided client intake
A step-by-step questionnaire built for tax prep — identity numbers encrypted at rest, documents attached, nothing missed.
Secure document collection
Send a verified upload link. Clients confirm a code, upload from their phone, and everything lands on their file automatically.
Online booking
Clients pick from real openings on your Google Calendar — virtual appointments come with a Google Meet link, no setup.
The Follow-Up Brain
Welcome emails, document chases, payment reminders, and re-engagement — sent for you, and stopped the moment a client responds.
Ask AJ
Your built-in assistant drafts client messages, file summaries, and a daily briefing. You approve everything before it goes out.
Payments that follow up
Track every fee, watch bank-product funding, and collect by card link — reminders chase open balances so you don't have to.
Due diligence on file
Compliance questions attach to every return and lock once saved — audit defense built into the everyday workflow.
Complete client files
Profiles, cases, household, notes, and every document in one place — with an activity log behind it all.
Made for busy seasons
The whole hub works beautifully on your phone, from the front desk to the school pickup line.
A more responsible workspace
Sensitive work deserves intentional safeguards.
ReliaHub is structured for the privacy expectations of a tax practice—not adapted from a generic sales CRM.
Private by design
Client documents stay in private storage with verified access—never through public file links.
Your firm stays separate
Database-level safeguards keep every tax business and its client information isolated.
Support access is controlled
ReliaHub staff cannot casually open client files or impersonate your team. Access is permissioned and logged.
Straightforward pricing
Choose the room your practice needs.
No setup fees. Annual billing includes two months at no additional cost.
Basic
$49/ month
$490 annually — two months included
A complete foundation for an independent tax practice.
- One branded public site
- Guided intake and secure uploads
- 249 stored clients · 100 GB storage
- Google Calendar booking
- Follow-Up Brain reminders
- Ask AJ assistant
- Add an assistant seat — $9.99/month extra
Power
$79/ month
$790 annually — two months included
More capacity and control for a growing firm.
- Everything in Basic
- 1,200 stored clients · 500 GB storage
- Custom domain and white labeling
- SMS messaging (usage billed)
- Client payments through Stripe
- Two team members included — extra preparer seats $6.99/month
Your practice deserves a better home