HeyRoca Tax CRM
What Is HeyRoca Tax CRM?
HeyRoca is practice management and client-workflow software for independent tax and accounting firms. HeyRoca Tax CRM is the product name. HeyRoca CRM and HeyRoca practice management software refer to the same workspace — not a general-purpose CRM and not a social-media scheduler.
What it does
Firms use HeyRoca to keep client records, document requests, deadlines, e-signatures, messages, appointments, and invoices in one place. Clients use a secure portal instead of emailing files around. Your tax-preparation software stays the tool that prepares and files returns.
Who it is for
Independent tax offices and small accounting firms that want one operating system for the work around preparation. It is not built for restaurants, salons, or social-media teams.
How it is priced
Public plans are billed per firm, not per user. The Founding Firm plan is $30 per month while the subscription stays active. See HeyRoca Founding Firm Plan and pricing.