Get found. Follow up. Fill your chairs, all year.
Most independent tax offices earn the bulk of their income in four months, then go quiet. SaberCRM keeps the leads coming and the follow-ups running, so your practice grows between seasons, not just during them. One system, powered by Thryv and Keap, instead of five tools that don't talk to each other.
spike in revenue
increase in ROI
more leads convert to clients
more leads
Results from Thryv and Keap 2026 internal client studies (96 and 101 participants). SaberCRM is powered by Thryv Marketing Center and Keap. Individual results vary.
You're a great preparer. That was never the problem.
You know the work. You know the code. What slows your growth is everything around the return: the lead who called in February and never heard back, the client from last year who drifted to the office down the street, the eight months when the phone barely rings.
Most independent offices run on a patchwork: a spreadsheet for contacts, an inbox for follow-up, a separate tool for reviews, sticky notes for the rest. Nothing connects. Leads slip. And the national chains, with full marketing teams behind them, keep showing up first when someone searches for a preparer nearby.
It adds up to the same quiet loss every year: returns you should have kept, walking in someone else's door.
SaberCRM does the two jobs most offices never get to: it gets you found, and it makes sure no one falls through the cracks.
Get Found & Generate Leads
Powered by Thryv Marketing Center
Show up where clients are looking, and turn that attention into booked appointments.
- Your listings managed in one place, so your hours, address, and services are right everywhere a client checks
- More reviews, requested automatically after every filing, the proof local clients read before they call
- Your social presence and online profile handled, without logging into five different sites
- Lead capture that catches every inquiry, so nothing sits unanswered overnight
54% more online visibility · 54% more reviews · 40% more leads¹
Follow Up & Close
Powered by Keap
Personal, on-time follow-up for every lead, running automatically, even in your busiest week.
- A real CRM that remembers every client and exactly where they are in the process
- Email and text follow-up that sends on its own: appointment reminders, document requests, off-season check-ins
- Campaigns that bring last year's clients back before they book somewhere else
- Less manual chasing, faster closes, fewer dropped balls
54% spike in revenue · 45% faster time to close · 47% less admin work¹
Marketing Center fills the top of your funnel. Keap makes sure it never leaks. That's SaberCRM.
Up and running without adding to your plate
We set it up around your office.
Listings, review requests, and follow-up flows built for how a tax practice actually runs, and connected to SaberTax and SaberPay if you use them.
Leads come in and get answered.
Every inquiry captured, every new client greeted, every review requested. Automatically, the same way every time.
Clients come back.
Off-season check-ins and well-timed campaigns turn one filing into a year-round relationship.
See SaberCRM in action
What changes when follow-up runs itself
More revenue between seasons.
The off-season stops being dead time. Automated check-ins and repeat-business campaigns keep clients engaged year-round. Keap users reported a 54% spike in revenue and 46% more total sales.¹
Hours back every week.
Keap users reported saving 4 hours a week managing contacts, 5.2 hours on automated workflows, and 3.45 hours setting up and launching campaigns. Marketing Center users saved another 3.58 hours on lead capture.¹
Fewer leads slip through.
Marketing Center users saw a 38% drop in missed follow-ups and a 37% drop in administrative workload.¹ Every lead gets a response, whether or not you have a free minute.
More clients who stay.
More reviews and steady check-ins keep your clients yours, instead of shopping the office down the street next January.
Wherever you are in the journey
Just starting out
You're building your first book of clients. SaberCRM gets you found locally and makes sure every early lead gets a fast, professional reply, so you compete with offices ten times your size.
One office, ready to grow
You've got a steady base. SaberCRM turns it into year-round revenue with automated reviews, repeat campaigns, and follow-up that no longer depends on your memory.
Multiple offices, scaling
You need consistency across locations. SaberCRM runs the same proven follow-up and lead capture at every office, so growth doesn't mean more chaos.
The patchwork vs. SaberCRM
| The patchwork | SaberCRM | |
|---|---|---|
| Contacts | Spreadsheet that's always out of date | One CRM, always current |
| Follow-up | Whenever you remember | Automatic, every time |
| Reviews | Asked for now and then | Requested after every filing |
| Getting found | You vs. the chains' marketing teams | Managed listings + presence |
| Off-season | Dead months | Repeat campaigns keep revenue moving |
| Who maintains it | You, after hours | Set up for you, runs on its own |
| Cost | Five tools, five bills | One system |
Frequently asked questions
Start with whichever solves your most expensive problem first. Need more leads? Begin with Get Found. Losing the leads you already have? Begin with Follow Up & Close. You can add the other side whenever you're ready.
Yes. SaberCRM is part of the same suite, so your tax software, payments, and client follow-up share one source of truth instead of living in separate tools.
It's general-purpose software, configured for how a tax practice runs: review requests timed to filings, off-season check-ins, and follow-up flows that match your season. Setup is done for you, around your office.
We handle setup, including your listings, review requests, and core follow-up flows. You're not starting from a blank screen.
Pricing depends on which pillars you start with. Book a demo or talk to a specialist for pricing tailored to your office.
Yes. Client data protection is built in, in line with the compliance standards we hold across the Saber suite, including the FTC Safeguards Rule.
See what year-round follow-up does for your office
The leads are already calling. SaberCRM makes sure every one gets answered, and every client has a reason to come back. Get found, follow up, and fill your chairs, all from one system.
No obligation. We'll show you exactly how it would run for an office like yours.