Built exclusively for tax resolution professionals
The Tax Resolution CRM that turns leads into paying clients — automatically
AutoDriveCRM gives CPAs, EAs, and tax attorneys the done-for-you marketing automation elite firms use to follow up with every lead, recover lost opportunities, and sign more high-value cases — working 24/7, even while you’re in front of the IRS.
$35K recovered from dead leads · 65% revenue growth · 8–12 hrs saved weekly
AutoDriveCRM's founding team has been featured in
The follow-up gap
Tax pros lose $50,000–$250,000 a year to broken follow-up
Most tax resolution professionals lose between $50,000 and $250,000 annually in winnable cases — not because their marketing failed, but because leads slip through spreadsheets, sticky notes, and generic CRMs that were never built for the tax resolution sales cycle.
Five tools, zero connection. Separate subscriptions for email, SMS, scheduling, forms, and tracking — nothing talks to each other and data gets lost between them.
Leads go cold in days. A taxpayer with an IRS problem calls three firms. The one that follows up first — and keeps following up — signs the case.
“Dead” leads aren’t dead. Old inquiries sitting in folders are recoverable revenue, but only with systematic, automated re-engagement.
One platform
What is AutoDriveCRM? The marketing CRM built for tax resolution
AutoDriveCRM is an all-in-one tax resolution CRM and marketing automation platform that manages the entire prospect journey — from first contact to signed contract. It combines pipeline management, email and 2-way SMS marketing, appointment booking, workflow automation, call tracking, reputation management, analytics, and document signing in one system, pre-loaded with campaigns proven in tax resolution practices nationwide.
It doesn’t just organize contacts. It’s a marketing system that converts prospects into paying clients through automation that works around the clock — so overwhelmed tax pros become elite, profit-generating practices.
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. AutoDriveCRM replaces the clunky systems of the past with one streamlined marketing powerhouse that manages the prospect’s journey from first contact to signed contract.
Capabilities
Everything a tax resolution practice needs to grow — in one platform
Ten tools’ worth of tax resolution software, pre-configured and connected out of the box.
CRM & pipeline management
Track every IRS-problem lead from inquiry to signed contract in a pipeline built around the tax resolution sales cycle — no more spreadsheets or lost files.
Email marketing
Proven tax resolution email campaigns — including 52-week drip sequences — that nurture prospects automatically until they’re ready to hire you.
2-way SMS marketing
Text prospects where they actually respond. Automated reminders and real two-way conversations cut no-shows and speed up signed agreements.
Booking & appointments
Self-service consultation scheduling with automated confirmations and reminders — fewer no-shows, fuller calendar.
Workflow automations
Done-for-you follow-up sequences trigger the moment a lead comes in — every prospect gets elite-level persistence without you lifting a finger.
Call tracking
Know exactly which marketing source made the phone ring, so you double down on what produces signed cases.
Reputation management
Automated review requests build the 5-star presence that taxpayers check before trusting anyone with an IRS problem.
Tracking & analytics
Complete clarity on your numbers — lead sources, pipeline value, conversion rates — in dashboards built for practice owners.
Document signing
Send engagement letters and agreements for e-signature the moment a prospect says yes — close while the motivation is high.
Surveys & forms
Intake forms and surveys that qualify leads and capture case details before the first consultation.
The ledger
Stop paying for 10 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.
Done for you
How AutoDriveCRM works: from demo to automated follow-up in 3 steps
01
Book your free demo
See the system live, ask questions specific to your practice, and find out exactly how it fits your lead flow and sales process.
02
White-glove setup & migration
Our team imports your existing leads and data, connects your channels, and configures your campaigns. No tech skills required — we handle everything.
03
Automation goes to work
Proven follow-up sequences engage every new lead — and re-engage your old ones — by email and SMS, 24/7. You focus on closing cases and representing clients.
Case studies
Tax resolution case studies: why elite tax pros trust AutoDriveCRM
Real firms, real pipelines, real revenue — professionals who transformed their practices with AutoDriveCRM.
Toph Sheldon, CPA
Cincinnati, OH
65% revenue growth
Before AutoDrive, Toph generated 400+ leads but couldn’t track them — zero confidence in his numbers. After organizing his pipeline in the system, revenue grew from $1.03M to $1.7M, with complete clarity on his data.
Ben Butterfield, EA
Omaha / Des Moines
$35K recovered from “lost” deals
Ben was losing leads on disorganized spreadsheets and paper files with no formal follow-up. Centralizing 500+ leads into AutoDrive immediately recovered $35,000 in lost cases and unlocked a $230,000 pipeline.
Amit Maheshwari, EA
Naperville, IL
+$24K/month, no tech overwhelm
Worried about complexity, Amit hesitated to add another tool. The done-for-you setup worked out of the box — he now saves 8–12 hours a week and closes 4–6 new cases a month, adding over $20,000 in monthly revenue.
Daniel Cotts, Esq.
Corpus Christi, TX
3 extra cases/month on autopilot
Daniel struggled with manual follow-up and failed with generic CRMs. With built-in 52-week drip campaigns, he now tracks every lead source automatically and closes 3+ additional high-value cases every month.
The math
What happens when you automate your follow-up
These aren’t projections — they’re real metrics from tax resolution professionals who stopped chasing leads and started systematically converting them.
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.
FAQs
Tax resolution CRM questions, answered
What is a tax resolution CRM?
A tax resolution CRM is a client-relationship and marketing platform built around the tax resolution sales cycle — capturing IRS-problem leads, automating follow-up by email and SMS, booking consultations, and tracking every case from first contact to signed contract. Unlike generic CRMs, AutoDriveCRM comes pre-loaded with campaigns and workflows designed specifically for tax resolution practices.
How is AutoDriveCRM different from other CRMs?
What sets AutoDriveCRM apart is its true “category of one” stature. It comes fully pre-loaded with Roz Strategies© and Michael Rozbruch's proprietary marketing intellectual property — so instead of starting from scratch, you're leveraging proven automation campaigns, systems, templates and strategies built specifically for tax resolution. No other company can make that claim.
Why should I choose AutoDriveCRM instead of a generic CRM?
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 much does AutoDriveCRM cost?
AutoDriveCRM replaces a tool stack that typically costs $1,612 per month — separate subscriptions for CRM, email, SMS, booking, automations, call tracking, reputation, analytics, and document signing — with one platform at $347 per month, including done-for-you implementation. Book a free demo for details on getting started.
How long does it take to set up 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.
Can I migrate my existing leads and data 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.
Who is AutoDriveCRM for?
AutoDriveCRM is built for CPAs, Enrolled Agents, and tax attorneys who actively market tax resolution services and want to scale with industry-specific automation. If you're not yet marketing or generating tax resolution leads, the system may not be right for you at this stage.
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 using proven, industry-specific templates and automation, AutoDriveCRM is the perfect fit. 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 AutoDriveCRM 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.
