Tax Preparers Are Losing $1,056/Year
on Connect CRM Software

{{competitor_names}}: $88/month. Every month. Forever.
Helix: $279. Once. You own it.

See What You're Losing
"Canceled QuickBooks after 2 years. Helix does everything I needed for $279. Should have switched sooner."
— Verified tax preparer, Helix customer
Quick Answer: Tax Preparers typically spend $1,056/year on connect crm subscriptions ({{competitor_names}}). Helix includes connect crm as part of a $279 one-time purchase — or $99 today and two more payments. You also get scheduling, CRM, invoicing, time tracking, and full accounting. Break even in {{breakeven_months}} months. 30-day money-back guarantee.

Sound Familiar?

It's March 15 and you have 45 returns in progress: 20 waiting on client docs, 15 in prep, 7 in review, and 3 ready to file. You completed 4 returns today ($250 average). Mrs. Garcia finally sent her W-2 but her 1099 is still missing. A new client needs an extension filed. Your return tracker is an Excel sheet and you're sending follow-up emails manually to 20 clients asking for documents. Tax software costs $2,000/season.

The Damage

Your monthly SaaS rent $88/mo
Annual drain $1,056/yr
3-year cost (11.4% SaaS inflation) $3,543
Hours of your work to pay for it {{hours_of_work}} hours/year

That's {{hours_of_work}} hours a year — just to pay for software you don't even own.

Your subscriptions have cost you $0.00 since you opened this page.

You Own Your Tax preparation software (Drake, Lacerte).
Why Rent Your Software?

You wouldn't rent a Tax preparation software (Drake, Lacerte). You bought it once. You own it.

Tax preparation software (Drake, Lacerte)Secure document portalDual monitors and scannerE-file and banking connections

So why are you renting your connect crm? Your scheduling? Your accounting?
$88/month. Every month. Forever. That's not a tool — that's a tax.

The Math

What tax preparers typically pay — shown first so you see the real picture:

QuickBooks $55/mo ($660/yr)
FreshBooks $33/mo ($396/yr)
Your annual SaaS rent $1,056/yr
3-year total (with inflation) $3,543
Helix — one-time, own forever $279
or 3 × $99
You keep $3,264 over 3 years
✓ 30-day money-back guarantee. If Helix doesn't save you $500 in year one, full refund.
"I was paying $88/month and didn't even realize it until I did the math. Helix paid for itself in the first two months."
— Tax preparer business owner

The Real Cost

Median income for tax preparers: $42,000/year
Your SaaS subscriptions: $1,056/year
That's 3% of every dollar you earn — just on software you don't own.

Helix is $279 once — 0.7% of median tax preparer income. Pay it once, keep the other 3% forever.

Calculate What You're Losing

Select the tools you're paying for. Watch the number climb.

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Your exact stack cost, 5-year projection, and what switching saves. Takes 10 seconds.

What You Get for $279

You came here for connect crm. Here's the surprise:

Connect CRM ★

Manage client relationships, track leads, and organize your contact database — the reason you're here.

Invoice Creator

Professional invoices, payment tracking, automatic reminders.

Scheduler

Online booking, calendar sync, appointment reminders.

CRM

Client database, notes, follow-ups, rebooking automation.

Task Manager

Job tracking, to-do lists, recurring tasks.

Financial Suite (SIMPL)

P&L, expense tracking, revenue, tax prep — like QuickBooks but you own it.

All of this. $279. Once. Own it like you own your Tax preparation software (Drake, Lacerte).

FAQ

Is Helix actually built for tax preparers?

Yes. The connect crm is designed for tax preparers who need to . Plus you get scheduling, CRM, and full accounting — tools most tax preparers end up needing anyway. $279 total.

$279 seems like a lot upfront.

It's $7.75/month spread over 3 years. You're paying $88/month now for subscriptions — that's $3,543 over 3 years. Helix is $279 total. Which is more? And if you'd rather split it, Helix is also available as 3 payments of $99.

Can I pay in installments?

Yes. Helix is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it's a one-time purchase — no subscription, no recurring fees ever.

What if I don't like it?

30-day money-back guarantee. Full refund, no questions asked. If Helix doesn't save you $500 in year one, we give you your money back.

Can I switch from QuickBooks?

Yes. Export your data as CSV, import into Helix. Most tax preparers are fully switched in 1-2 days. You can run both in parallel until you're confident.

What about updates?

Included forever. We ship updates regularly. You bought it — you get improvements. That's how owning things works.

How does Helix survive without monthly fees?

Same way any product business works. $279 x enough customers = a real business. We're not VC-funded. No investors demanding we "maximize recurring revenue." We just make a tool people want to own.

Tax Preparers are switching every week.

You're not the only one who's tired of renting.

"I own my Tax preparation software (Drake, Lacerte). I own my truck. Now I own my business software. $279 and done. Best business decision this year."
— Tax preparer business owner, Helix customer

Stop Losing $1,056/Year

$3,543 over 3 years in subscriptions. Or $279 once (or 3 × $99). Own your tools.

Get Helix — $279 Once
or 3 payments of $99
✓ 30-day money-back guarantee — save $500 or full refund

Top Tools for Tax Preparers

Essential equipment that most tax preparers use alongside their Connect CRM software.

Tax preparation software (Drake, Lacerte)
Direct →
Secure document portal
Amazon →
Dual monitors and scanner
Amazon →
E-file and banking connections
Amazon →
See Full Tax Preparers Toolkit →

Links may earn us a commission at no extra cost to you.

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