Early Adopter ProgramFree Access Throughout 2025
Get free access to TaxHubCRM for all of 2025. Help us improve the platform while managing your practice better.
Free Access
Join the first 50 CPA firms to use our platform
Work Together
Help us build features you actually need
Quick Support
Get help when you need it most
Special Status
Keep your benefits even after 2025
Join Our Journey
Who Can Join:
- CPA firms with up to 100 clients
- Willing to give monthly feedback
- Ready to use the system regularly
Early Adopter Benefits:
- Free access throughout 2025 ($2,388 value)
- Monthly feedback sessions with our team
- Priority feature requests & implementation
Become an Early Adopter
Limited to 50 FirmsHow It Works
Apply
Fill out the application form with your practice details
Program Discussion
30-minute Zoom call to discuss program benefits, establish process flows, and align expectations
- Review your practice workflow
- Set up feedback schedule
- Plan implementation timeline
Go Live
Get your account provisioned and start using TaxHubCRM
Simple Setup Process
We'll get you up and running within 48 hours after you apply.
Frequently Asked Questions
What is the Early Adopter Program?
You get to use TaxHubCRM for free throughout 2025. In return, we ask for your feedback to help make the software better for CPAs like you.
Do I need to provide a credit card?
No, we don't need your credit card. All we ask for is your feedback and active participation to help make TaxHubCRM better for CPAs.
What happens after 2025?
You'll get special pricing that's lower than our regular rates, plus keep your early adopter benefits forever.
What kind of feedback do you need?
We'll have a short 30-minute call each month to hear what's working well and what could be better. You can also send us feedback anytime through our support chat.
Can I cancel my participation?
Yes, you can opt out at any time. While we hope to build a long-term partnership, there's no obligation to continue if the platform doesn't meet your needs.
What features are currently available?
The platform includes client management, document management, task tracking, client portal, and basic workflow automation. Early Adopters will influence which features we prioritize next.
How do you handle data security?
We implement enterprise-grade security measures including end-to-end encryption, secure cloud storage, and regular security audits. All data is hosted in compliance with industry standards.
What support is provided?
Early Adopters receive priority support through a dedicated channel, personalized onboarding, and direct access to our development team for technical assistance.
Can I migrate my existing data?
Yes, we provide data migration assistance as part of the onboarding process. Our team will help you import your client data and set up your workflows.