Simply Solutions Tax Software (SSTS)
Welcome to Simply Solutions Tax Software (SSTS)—your all-in-one business growth platform designed specifically for tax preparers. SSTS gives you everything you need to run, manage, and grow your tax business—without juggling multiple apps.
Why Choose Simply Solutions Tax Software?
As a tax preparer, your time is money. With SSTS, you’ll have one secure, easy-to-use platform that helps you stay organized, communicate with clients, and grow your business faster than ever before.
Features Tax Preparers Love
✅ All-in-One Dashboard – Manage clients, leads, appointments, and tasks in one place.
✅ Automated Client Communication – Send texts, emails, reminders, and follow-ups automatically.
✅ Secure Document Sharing – Safely exchange tax forms and sensitive files with clients.
✅ Built-In E-Signatures – Collect client approvals quickly and securely.
✅ Online Scheduling – Let clients book appointments anytime without back-and-forth calls.
✅ CRM Tailored for Tax Preparers – Track every client’s tax needs and history easily.
✅ Marketing Made Simple – Run SMS and email campaigns to attract and retain clients.
✅ Client Portal – Give your clients a secure, professional login to access their tax info.
How SSTS Helps Your Tax Business Grow
📈 Increase Client Retention – Automated reminders and client portals keep clients coming back.
⏱ Save Time – Automations handle the busy work, freeing you up to prepare more returns.
💼 Look More Professional – Branded client portals and e-signatures elevate your image.
💡 Grow Your Business – Built-in marketing tools bring in new clients with less effort.
Start Today with Simply Solutions Tax Software
Don’t waste another tax season juggling multiple tools or losing clients because of missed communication. With Simply Solutions Tax Software, you can simplify, streamline, and scale your tax business—all in one place.
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Lead Capture
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Client Testimonials
706 W North Ave Lake Bluff, IL 60044
5.0
based on 100+ reviews
Wendy Ruhlig
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Wendy Ruhlig
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.
Wendy Ruhlig
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.
Frequently Asked Questions
Have questions? You’re not alone. We’ve gathered the most common questions from tax professionals and individuals to give you quick, straightforward answers.
How do I analyze the results from my email campaign?
You can track the performance of your email campaigns directly in the SSTS dashboard. Key metrics include open rates, click-through rates, bounce rates, and conversions. HighLevel’s built-in analytics and reporting tools make it easy to see which emails are performing best and adjust your campaigns accordingly.
What is SaaS?
SaaS stands for Software as a Service. It means that the software is cloud-based and accessible online, so you don’t need to install anything locally. With SSTS SaaS, all of your client management, marketing, and workflow automation tools are accessible from anywhere with an internet connection.
Is my data safe?
Absolutely. SSTS is powered by HighLevel, which uses enterprise-level security measures including data encryption, secure cloud storage, regular backups, and strict access controls. Your client information and tax data are stored safely and are only accessible to authorized users.
What is the lead generation process?
Our platform helps you capture and manage leads efficiently. The process includes:
Creating custom landing pages and opt-in forms.
Automatically capturing lead information in your CRM.
Nurturing leads with automated email and SMS campaigns.
Tracking interactions and converting leads into paying clients.
What is a good email open rate?
For tax professionals, a good email open rate is typically 20–30%, depending on your audience and campaign type. SSTS SaaS gives you tools to segment your list, personalize messages, and A/B test subject lines to maximize engagement.
Can I customize the platform for my business?
Yes! With SSTS, you can brand your client portal, emails, and workflows to match your business identity. This helps maintain a professional appearance and strengthens client trust.
Can I automate follow-ups with clients?
Absolutely. SSTS allows you to set up automated sequences via email, SMS, and voicemail drops to follow up with clients, confirm appointments, or provide updates on tax filings—saving you time while keeping clients engaged.
How do I get started?
Simply click “Get Started”, create your account, and follow the guided setup. You’ll have access to your dashboard, client portal, and marketing tools immediately, along with tutorials to help you launch quickly.
Still have questions? Want to see how we can help you achieve success? Reach out.
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