Stop Chasing Leads and Close More Sales with an AI Tax Resolution Marketing CRM
Stop leaving money on the table. AutoDriveCRM is the only “Done-For-You” marketing system designed specifically for Tax Resolution professionals. We help you automate chasing after leads and eliminate no-show appointments, so you can close more sales!
AutoDriveCRM is trusted by
Where Overwhelmed Tax Pros Become Elite, Profit-Generating Powerhouses
AutoDriveCRM gives you the marketing automation and sales systems that elite tax resolution practices use to dominate their markets.
Stop drowning in manual follow-up and disorganized spreadsheets. AutoDriveCRM handles the marketing heavy-lifting automatically—so you can focus on delivering world-class tax resolution services.
AutoDriveCRM doesn’t just organize contacts—its a marketing system that helps you convert prospects into paying clients through proven automation that works 24/7, even when you’re not.
Best Tax Resolution Software
Marketing Automation
Why We’re Different
Built by Tax Resolution Pros for Tax Resolution Pros
Developed by the pioneer of Tax Resolution, Michael Rozbruch,CPA and top business owners who lived through the nightmare of “piecemealing together” disparate technologies just to manage a lead. We built AutoDrive CRM to replace the “clunky” systems of the past with one streamlined marketing powerhouse that manages the prospect’s journey from first contact to signed contract.
Stop Wasting Money on Tools That Weren't Built for Tax Resolution
One platform. Built exclusively for tax resolution. Pre-configured automations. Done-for-you implementation. And a price that actually makes sense.
Generic CRMs and non-marketing focused tech stacks are costing you more than subscription fees—they’re costing you closed cases and real revenue.
Frustrated with juggling separate tools for email, SMS, scheduling, forms, and tracking? Result? Nothing talks to each other, data gets lost, and you’re paying 5+ subscriptions for half the functionality.
| Features | Replaces | Other tools | AutoDriveCRM |
|---|---|---|---|
| CRM & PIPELINE MANAGEMENT |  | $99/Monthly |  |
| UNLIMITED SALES FUNNELS |  | $297/Monthly | |
| WEBSITE BUILDER |  | $29/Monthly | |
| SURVEYS & FORMS |  | $49/Monthly | |
| EMAIL MARKETING |  | $99/Monthly | |
| 2-WAY SMS MARKETING |  | $99/Monthly | |
| BOOKING & APPOINTMENTS |  | $29/Monthly | |
| WORKFLOW AUTOMATIONS |  | $169/Monthly | |
| COURSES/PRODUCTS |  | $99/Monthly | |
| CALL TRACKING |  | $49/Monthly | |
| REPUTATION MANAGEMENT |  | $159/Monthly | |
| TRACKING & ANALYTICS |  | $299/Monthly | |
| COMMUNITIES |  | $89/Monthly | |
| DOCUMENT SIGNING |  | $47/Monthly | |
| Overall price | $1,612/month | $97/month | |||
|---|---|---|---|---|---|
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Case Studies
Why Elite Tax Pros Trust AutoDriveCRM to Power 
Their Growth
Case Study 1: Toph Sheldon, CPA Cincinnati, OH
65% Revenue Growth: Before AutoDrive, Toph generated 400+ leads but couldn’t track them, leaving him with zero confidence in his numbers. After implementing the system to organize his pipeline, his revenue grew from $1.03M to $1.7M. He now has complete clarity on his data and a massive competitive advantage.
Case Study 2: Ben Butterfield, EA Omaha/Des Moines
Recovering $35k in “Lost” Deals: Ben was losing leads on disorganized spreadsheets and paper files with no formal follow-up process. By centralizing 500+ leads into AutoDrive CRM, he immediately recovered $35,000 in lost cases and unlocked a $230,000 pipeline value, proving that the fortune really is in the follow-up.
Case Study 3: Amit Maheshwari, EA Naperville, IL
Adding $24k/Month Without The Tech Overwhelm: Worried about technical complexity, Amit hesitated to add another tool. However, the “Done-For-You” setup meant it worked out of the box. He now saves 8-12 hours every week while consistently closing 4-6 new cases a month, adding over $20,000 in revenue without lifting a finger.
Case Study 4: Daniel Cotts, Esq. Corpus Christi, TX
3 Extra Cases Per Month on Autopilot: Daniel struggled with manual follow-up and failed with generic CRMs. AutoDrive changed everything with its built-in 52-week drip campaigns. Now, he automatically tracks every lead source and closes 3+ additional high-value cases every month, all while saving hours of administrative work.
FREE TRAINING: The Fortune is in The Follow-Up! Stop Chasing Leads and Close More Sales
Most tax resolution professionals lose $50,000-$250,000 annually in winnable cases simply because they lack systematic follow-up—discover how to recover that revenue starting today.
What Happens When You Automate Your Follow-Up
These aren’t projections or promises—these are real metrics from tax resolution professionals who stopped chasing leads and started systematically converting them.
Recovered
Additional revenue
per month
Return on Investment in 1st Year based on one additional client per month
FAQs
Why should I choose AutoDriveCRM instead of Generic CRMs?
AutoDriveCRM is the only marketing CRM built specifically by tax resolution specialists for tax resolution specialists. Generic CRMs force you to spend months configuring systems that still don’t understand your business, your sales cycle, or your clients’ pain points. With AutoDriveCRM, you get proven templates, automation sequences, and workflows designed exclusively for tax resolution—there’s nothing else like it in the market.
How long does it take to set up AutoDriveCRM and start seeing results?
After your onboarding call, our team takes a done-for-you approach to getting you fully set up and integrated with AutoDriveCRM, so the timeline varies based on your specific needs and existing systems. Once everything is configured and live, you’ll start seeing results immediately—both from your existing “dead” leads and new leads entering the system.
I'm not tech-savvy. Will I still be able to use AutoDriveCRM?
Absolutely—we handle all the technical setup and integration for you,with our “white-glove” approach, so you don’t need any tech skills to get started. The AutoDriveCRM interface is intuitive and easy to use, and we provide comprehensive training videos to ensure anyone on your team can master it quickly. You focus on closing cases; we handle the technology.
What kind of support and training do you provide?
We provide a dedicated support team ready to answer your questions and help you maximize AutoDriveCRM’s capabilities. You’ll also have access to our complete library of training videos covering every feature and strategy, so you can find solutions on-demand whenever you need them.
What happens to my existing leads and data? Can I migrate everything to AutoDriveCRM?
Yes, you can easily import all your existing leads and data into AutoDriveCRM without losing anything. Our team will help guide you through the migration process to ensure a smooth transition and verify that all your valuable data is properly transferred. You’ll have your entire database working for you in one centralized, automated system.
How do I know if AutoDriveCRM is right for my practice?
If you’re actively marketing tax resolution services and looking for a marketing CRM to help you scale your practice using proven, industry-specific templates and automation, AutoDriveCRM is the perfect fit. However, if you’re not currently marketing or generating leads for tax resolution services, this system may not be right for you at this stage. The best way to know for sure is to schedule a free demo where we can answer your specific questions and show you exactly how it works for practices like yours.
Ready to See
In action?
Book your free demo and see firsthand how AutoDriveCRM’s done-for-you system helps tax professionals close more cases, save time, and finally take control of their marketing.
