Office Management Tool

Discover how simple it can be to run your entire tax practice from a single dashboard.

INTRODUCING RA PREMIUM¹The ALL-IN-ONE Office Management Tool for Tax Pros

RA Premium helps independent tax professionals grow smart, work fast, and manage everything in one place.
From lead generation to client communication and sales funnel management, our all-in-one platform automates the busywork so you can focus on what you do best — preparing taxes and serving clients.

Centralized Client Database

Store contact info, tax documents, and communication history securely

Smart Calendar System

Coordinate schedules across your team with automatic conflict detection

Professional Phone System

Make and receive calls with automatic recording and note-taking

Mobile-First Design

Run your entire practice from your smartphone or tablet

Review Monitoring

Track your online reputation and respond to feedback quickly

Sales Pipeline

Follow prospects through your process with visual progress tracking

Custom Forms

Create intake questionnaires and surveys that integrate with your workflow

Campaign Builder

Set up email and SMS sequences that convert prospects into clients

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Simple Tools. Smart Growth.

RA Premium takes the stress out of tax season with tools designed to keep your business running smoothly.

• Automated Follow-Ups – Reach new leads instantly through text, email, or phone so no opportunity goes cold.

• 24/7 Online Scheduling – Let clients book their own appointments with smart reminders that cut no-shows.

• All-in-One Inbox – Manage every client conversation in one organized place.

• Instant Payments – Send invoices by text or email and get paid faster than ever.

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Plans That Fit Every Practice

Whether you’re a solo preparer or running multiple offices, RA Premium offers flexible plans that grow with you — all without long-term contracts.

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Why Tax Pros Choose
RA Premium

Built specifically for the tax industry
Simple setup — most offices are running within one day
Month-to-month flexibility, no commitments
24/7 support from real people who understand tax season
Proven to increase efficiency and client retention

See Why RA Premium Works

Join Our Live Demo

See RA Premium in Action — Learn how to automate your workflow, boost client engagement, and take control of your entire practice from one platform.

Get a real-time look at the RA Premium features and capabilities to help you understand how it works in practice.
Gain a deeper understanding of client relationship management and communication.
Receive immediate answers to your specific concerns and pain points.
POSSIBLY WIN LUNCH ON US

Reserve your spot and start working smart today.

¹ RA Premium is a service provided by HighLevel, Inc., an independent company not affiliated with Pathward®, N.A. Fees, terms, and conditions apply.