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TAX BIZ STUDIO
TAX BIZ STUDIO OS™ · AI-POWERED BUSINESS STUDIO

YOUR TAX SOFTWARE
PREPARES THE RETURN.
WE HELP YOU RUN THE BUSINESS.

The AI-powered business operating system built for Tax Pros who want to market, manage, automate and grow their firm.

CRM · AI · MARKETING · TRAINING · AUTOMATIONS · BOOKING

START MY TAX BIZ STUDIO→SEE WHAT'S INSIDE$197 NOW $57/MO
KEEP YOUR TAX SOFTWARE•KEEP YOUR EFIN•KEEP YOUR CLIENTS•ADD THE BUSINESS OS

VIDEO PLACEHOLDER

WELCOME TO TAX BIZ STUDIO

Permanent media URL ready · 0:40

VIDEO 1 · WELCOME
Watch the 60-second tour.
AI BUSINESS COACH
CRM
MARKETING STUDIO
TAX PRO SCHOOL
AUTOMATIONS
DIGITAL TAX OFFICE
Tax Pro One — the AI-powered business studio for tax pros
PLAN|AUTOMATE|SCALE|PROFIT
ALREADY A TAX PRO?

DON'T START OVER.
UPGRADE THE BUSINESS AROUND YOUR TAX SOFTWARE.

Tax Biz Studio gives Tax Pros the business infrastructure around the work they already do. You do not have to start your tax business over.

KEEP YOUR
Company
KEEP YOUR
EFIN
KEEP YOUR
PTIN
KEEP YOUR
Tax Software
KEEP YOUR
Clients
KEEP YOUR
Brand
KEEP YOUR
Team
KEEP YOUR
TAX SOFTWARE
+
ADD
TAX BIZ STUDIO
=
A SMARTER
TAX BUSINESS
EVERYTHING YOUR TAX BUSINESS NEEDS

ONE STUDIO. EVERYTHING.

AI Tax Biz Coach

Personalized business guidance, next moves, planning and implementation based on your actual Tax Business Profile.

CRM for Tax Pros

Manage leads, clients, pipeline stages, follow-ups, appointments and business tasks.

AI Marketing Studio

Generate tax-season campaigns, social content, emails, outreach, referral campaigns, video concepts, hooks, CTAs and marketing plans.

Tax Pro School

Learn how to start, structure, market, price, operate and grow a professional tax business.

Automations

Build repeatable follow-up systems for leads, appointments, documents, reviews, referrals and client retention.

Digital Tax Office

Create a branded online office for services, booking, lead capture, products, courses and business offers.

Run the Numbers

Turn revenue goals into client goals, weekly targets, pricing targets, expenses and break-even numbers.

Pricing Builder

Build a customized tax-service pricing structure based on your business.

Community Marketing

Create local partnership, referral, outreach, workshop and community visibility strategies.

Team Training Studio

Create SOPs, onboarding, training plans, checklists, quizzes and internal training resources.

Tax Toolbox

Pin the tax software and external business tools you already use.

Year-Round Business Builder

Create eligible digital products, courses, workshops, consultations and other offers from your expertise.

HOW IT WORKS

FROM TAX PRO TO TAX BUSINESS OWNER.

01

Tell the Studio about your tax business

Fill out your Tax Business Profile once — the Studio reuses it everywhere.

02

AI builds your Tax Business Blueprint

A personalized plan based on your business, goals and gaps.

03

Use the Studio to build, market and automate

CRM, campaigns, content and follow-ups — generated for you.

04

Follow your next moves and grow

Your AI Coach turns goals into the right next 3 moves.

The more your Studio knows about your business, the more personalized its recommendations and AI-generated assets become.

VIDEO 2

SEE THE STUDIO
IN ACTION.

Watch how AI, CRM, marketing, training and automation work together.

TAX BIZ STUDIO OS™

VIDEO PLACEHOLDER

SEE THE STUDIO IN ACTION

Permanent media URL ready · 4:01

VIDEO 3

MEET YOUR
AI TAX BIZ COACH.

Your business goals become personalized next moves.

VIDEO PLACEHOLDER

MEET YOUR AI TAX BIZ COACH

Permanent media URL ready · 2:09

VIDEO 4

BUILD YOUR TAX BUSINESS WITH AI.

Turn one Tax Business Profile into a full business-building system — content, campaigns, follow-ups and next moves.

BUILD YOUR TAX BUSINESS WITH AI
ONE TAX BUSINESS OS

TAX BIZ STUDIO OS™

Your tax software prepares the return. Tax Biz Studio runs the business — for $57/month.

FOR NOW ONLY · $57/MONTH

TAX BIZ STUDIO OS

Your AI-powered business studio built for Tax Pros. CRM, AI, marketing, training, automations, booking — one tax business OS.

$197$57/month

Normally $197/month — locked in at $57/month.

  • AI Tax Biz Coach
  • Client CRM & tax pipeline
  • AI Marketing Studio
  • Tax Pro School — 15 classrooms
  • Automations & follow-up systems
  • Digital Tax Office & booking
  • Run the Numbers & Pricing Builder
  • Tax Toolbox + year-round business builder

Already have tax software? Perfect. Keep it. Tax Biz Studio works around the tools you already use.

FAQ

QUESTIONS,
ANSWERED.

Everything here is live and accurate.

No. BE MOGUL® OS 2.0 is the operating system behind your brand — your storefront, courses, products, CRM, content, customer journey and automations connected in one platform.

No. The dashboard is built for the non-tech-savvy explorer — set up your storefront, add your offers, and the system handles enrollments, delivery and follow-up for you.

Signature Mogul OS is for entrepreneurs who have knowledge, ideas, offers or an existing business. You can be early — but you need something to build around.

That's common. Signature Mogul OS is designed to connect and organize the pieces you already use into one intentional system rather than replacing everything blindly.

No. Your Signature Mogul OS is built around your brand, your offers and your customer journey — not a copy of Be Mogul. It will look like you, operating intentionally.

You get instant access to your dashboard. Build your storefront, add your courses and products, and students are enrolled automatically the moment they pay.

TAX BIZ STUDIO

YOUR TAX BUSINESS DESERVES MORE THAN TAX SOFTWARE.

Give your firm the AI, CRM, marketing, training, automations and business infrastructure to grow beyond the return.

$57/MONTH
START MY TAX BIZ STUDIO→

ALREADY HAVE TAX SOFTWARE? PERFECT. KEEP IT.

Tax Biz Studio OS

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