PICK THE PLAN THAT FITS YOUR TEAM
Unlike generic CRMs that nickel-and-dime you with add-ons and consultant fees, AutoDriveCRM gives you everything you need in one clear, affordable price.
Choose Your Plan:
Tax Resolution Marketing Software for all types of firms:
What You Get When You Buy Headline Goes Right Here
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AutoDriveCRM Integrates Seamlessly With the Tools You Already Use
AutoDriveCRM connects effortlessly with QuickBooks, Google Calendar, Outlook, Stripe, Zoom, major tax software platforms, and thousands of additional apps through Zapier—giving you a fully connected tech stack without expensive third-party developers or complicated API configurations that HubSpot routinely requires.
Case Studies
Why Elite Tax Pros Trust AutoDriveCRM to Power 
Their Growth
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.
FAQs
How is AutoDriveCRM different from other CRMs?
What sets AutoDriveCRM apart from every other marketing CRM is it’s true “category of one” stature. It comes fully pre-loaded with Roz Strategies© and Michael’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 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.
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