Small firms
2–4 peopleReplace scattered tools with one dependable workspace
Keep client communication, documents, deadlines, and invoices together without adding administrative weight.
HeyRoca Tax CRM
Run your entire tax office from one connected workspace
Manage clients, document requests, deadlines, signatures, invoices, and payments without chasing email, spreadsheets, shared drives, e-signature tools, and payment dashboards.
Built for independent tax and accounting firms. Keep your existing tax-preparation software.
app.heyroca.com
Firm dashboard
Today
148
Active clients
32
Returns in progress
12
Due this week
Returns needing attention
View workflowHarper & Co.
PreparationAug 8MGStone & Pine
DocumentsAug 10AKClearwater LLC
ReviewAug 12JTOne operating system for every client engagement
End-to-end practice operations
A connected client experience from first request to final payment
See the same client record from four practical angles. Each view is part of one operating system, not another disconnected tool.
Give clients one clear place to take action
Clients can upload files, answer requests, sign documents, message your team, and pay from a secure portal built around the next step.
See the client portal- Branded client portal
- Secure messages and requests
- E-signatures and payments
Welcome back
Jordan Miles
JM
Next action
Upload final income statement
Due Friday
Engagement letter
Review and sign
Invoice #1048
$1,240 balance due
Reliable workflows
Move every return through the same clear path
HeyRoca turns your firm's process into a visible operating rail. Every handoff has an owner, a status, and a next action.
Intake
Organizer received
Documents
Files verified
Preparation
Assigned to Mia
- 4
Review
Waiting
- 5
Signature
Not started
- 6
Paid
Not started
Harper & Co. · Business return
Preparation in progress
Owner
Mia Grant
Due
August 8
Next action
Complete preparation checklist
Recent activity
Document approved
Income statement.xlsx · 12 min
Client reminder sent
Automatic · Yesterday
Preparation started
Mia Grant · Jul 21
Built around your firm
One platform with the structure to fit how you work
Start with the tax-office workflows you need today, then add consistency as your team and client list grow. HeyRoca is built for independent tax and accounting firms — not a generic CRM.
Growing firms
5–25 peopleStandardize handoffs before more work creates more friction
Build repeatable pipelines, clarify ownership, and give partners a live view of workload and blocked work.
Multi-team firms
25+ peopleCreate one operating picture across teams and services
Balance capacity, standardize client delivery, and keep leaders close to deadlines without chasing updates.
Founding pricing
One rate for the whole firm
Priced per firm, not per user — a five-person office pays the same $30 as a solo preparer. Lock in your founding-member price while your subscription stays active.
Founding Firm
$30/mo per firm
Lock in your founding-member price for the full tax-office workspace.
Request founding access- Priced per firm, not per user
- Client portal, document requests, and e-sign
- Inbox, appointment scheduling, and intake forms
- Invoicing and client payments
- Access to all features included in the Founding Firm plan while your subscription remains active
- Founding-member price locked while your subscription stays active
Starter
$125/mo per firm
Standard per-firm pricing after the founding window.
Coming soon- Everything in Founding Firm
- Same connected workspace at the standard list price
- Priced per firm, not per user
Custom order
Custom
Scoped to your offices, staff seats, and the modules you actually need.
Coming soon- Offices & staff sized to you
- Modules on request
- Operator follow-up
Frequently asked questions
What tax firms want to know before switching
HeyRoca is now onboarding founding tax firms. These answers cover software fit, per-firm pricing, and how client documents stay protected.
HeyRoca Tax CRM brings client records, workflow, tasks, document exchange, signatures, communication, invoices, and payment status into one workspace. Your tax preparation software can remain the specialist tool your team already uses.
Founding Firm access
Start for $30/month per firm
Share a few details and we'll tailor the walkthrough to your team, client volume, and current tax-season process. Founding firms lock in $30 a month while the subscription stays active.