Client Management
Track leads, clients, conversations, service status, appointments, documents, and office activity.
Practical Systems for a Modern Tax Office.
Elevation Ignite is the all-in-one CRM built to help tax professionals manage clients, documents, workflows, preparers, programs, appointments, invoices, payroll, and office operations from one sophisticated platform.
✓ Custom branded
✓ Secure client portal
✓ Built for tax workflows
One Powerful PlatformReplace scattered systems
Designed to ScaleSolo firm to service bureau
🎨
White-LabeledYour logo, colors and office identity♾️
Unlimited ClientsGrow without client caps🔐
Secure PortalProfessional document exchange⚡
Tax WorkflowsBuilt around real office operationsEverything in One Place
Run Your Office With Clarity and Control.
From intake and document collection to e-signatures, invoicing, staff management, and payroll, Elevation Ignite helps you replace disconnected tools with one refined system.
Client Portal
Give clients a secure branded space for requests, forms, files, signatures, invoices, and communication.
Intake Forms
Collect complete tax information through professional digital forms and guided onboarding.
Document Uploads
Receive sensitive files without relying on unsecured email attachments or scattered links.
File Manager
Keep client and office documents organized and accessible to authorized team members.
E-Signatures
Send documents for electronic signature and track completion in the same workflow.
Invoicing
Create invoices, monitor payments, and connect billing to client and service records.
Time Tracking
Monitor staff time, productivity, and internal service activity with greater visibility.
Payroll Center
Support payroll processes for preparers and team members inside your business system.
Team Management
Organize preparers, departments, rooms, offices, and user access as your company grows.
Workflow Automation
Standardize recurring tasks, assign work, send reminders, and keep returns moving.
Office Dashboard
See tasks, appointments, documents, activity, and team progress from one central view.
Built by Tax Professionals
Stop Running Your Firm Through Ten Different Apps.
Elevation Ignite is structured around the way tax businesses actually work—from lead intake and document requests to review, signatures, invoicing, staff assignments, client follow-up, and ongoing office management.
✓
Save time and increase efficiency.
Reduce repetitive work and unnecessary system switching.
Reduce repetitive work and unnecessary system switching.
✓
Create a premium client experience.
Give clients one professional, branded place to interact with your office.
Give clients one professional, branded place to interact with your office.
✓
Improve office visibility.
Know what is pending, completed, assigned, or delayed.
Know what is pending, completed, assigned, or delayed.
✓
Focus on service and growth.
Spend less time chasing paperwork and more time building your business.
Spend less time chasing paperwork and more time building your business.
Why Tax Pros Choose Ignite
A CRM Designed Around Real Tax Office Experience.
Every tool is organized to support the way tax professionals serve clients, manage preparers, maintain records, communicate, collect documents, and move work through the office.
One SystemClients, files, workflows, billing, and teams.
Your BrandCustom logo, colors, emails, and login experience.
Web-BasedAccessible through supported browsers and devices.
Built to GrowPlans for solo pros, EROs, firms, and service bureaus.
ERO Plans
Choose the Plan That Fits Your Office.
Spark Plan
$59/month
+ $599 one-time setup
- Up to 5 preparers
- Unlimited clients
- 25 GB storage
- All CRM features
- Custom office branding
Flame Plan
$79/month
+ $799 one-time setup
- Up to 15 preparers
- Unlimited clients
- 100 GB storage
- All CRM features
- Custom office branding
MOST POPULAR
Blaze Plan
$99/month
+ $999 one-time setup
- Up to 50 preparers
- Unlimited clients
- 500 GB storage
- All CRM features
- Custom office branding
Inferno Plan
$249/month
+ $1,299 one-time setup
- Unlimited preparers
- Unlimited clients
- Unlimited storage
- All CRM features
- Enterprise-level scalability
Service Bureau Opportunity
Turn Elevation Ignite Into an Additional Revenue Stream.
Offer a fully branded CRM to each ERO office within your network. Set your monthly pricing and setup fees, strengthen your ERO relationships, and create recurring revenue without building a platform from scratch.
1Provide each participating office with its own branding, colors, emails, and secure dashboard.
2Support clients, preparers, documents, payments, workflows, and office communication.
3Oversee participating offices from a centralized service bureau environment.
4Create a new stream of predictable monthly income.
Frequently Asked Questions
Everything You Need to Know.
Elevation Ignite is an all-in-one client relationship management platform designed for tax professionals. It supports clients, preparers, documents, appointments, invoices, signatures, workflows, payroll, and office management.
The CRM currently operates independently from tax-preparation software.
The platform is built for solo tax professionals, growing firms, EROs, multi-office businesses, and service bureaus.
Yes. Your CRM may include your business name, logo, colors, branded emails, and customized login experience.
No. Elevation Ignite is web-based and can be accessed through a supported internet browser from a computer, tablet, or mobile device.
Yes. Clients can complete intake forms, upload documents, review requests, sign documents, receive invoices, and communicate through their portal.
Yes. Authorized users can be added according to the limits of the selected plan, with permissions used to control access.
The platform includes secure document-management tools, user permissions, activity tracking, and electronic signatures. Each firm remains responsible for its own WISP, safeguards, policies, and regulatory compliance.
New customers receive onboarding instructions for branding, business information, and system setup. Replace this answer with your exact training and support inclusions.
Yes. Service bureaus can offer branded CRM accounts to ERO offices, establish their own setup and monthly pricing, and manage participating offices from one centralized environment.
Subscription Policies Cancellation: Monthly and annual subscriptions may be canceled with 30 days' written notice before renewal. Access remains active through the current billing term. Refunds:All subscription, setup, onboarding, customization, migration, and training fees are non-refundable. Late Payments: Accounts not paid within 7 days of the due date may be deactivated. A $75 late fee will apply. Reactivation:To restore service, clients must pay the outstanding balance, the $75 late fee, and a $199 reactivation fee. Data Access: Clients are responsible for exporting any needed data before cancellation or deactivation. Data may be permanently deleted after account closure. By subscribing to Elevation IGNITE, you agree to these terms.
Schedule a Demonstration
See How Elevation Ignite Fits Your Office Workflow.
Schedule a Zoom demonstration to explore key features, review plan options, ask questions, and see how the platform can support your firm or service bureau.
More Organization. Fewer Apps. One Elevated System.
Give your clients, preparers, and leadership team a more polished way to manage the work that powers your tax business.