Join us Dec. 16 at 1 PM EST for EPS Academy: Enroll now to maximize your tax season!
Join us Dec. 16 at 1 PM EST for EPS Academy: Enroll now to maximize your tax season!
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EPS Powered by Pathward®

Office Management Tool

Discover our fast, smart, and more connected tool made for the way you work.

Get The EPS Edge

Introducing EPS Edge1 —
Work Less, Earn More: Automate Your Growth and Maximize Revenue

With EPS EDGE, you get a single, seamless platform that brings together your marketing, sales management, client communication, reporting, and analytics tools—all working in sync. From attracting new clients to managing ongoing relationships and monitoring performance, EPS EDGE delivers powerful features that elevate productivity, strengthen your service experience, and support long-term business growth.

Client Management
Client Management Keep all client info, communication history, and documents organized in one place
Calendar Integration
Calendar Integration Sync appointments across all your devices with automated reminders
Call Recording
Call Recording Record client calls for quality and training purposes
Mobile App
Mobile App Manage your practice from anywhere with full mobile access
Reputation Management
Reputation Management Monitor and improve your online reviews automatically
Pipeline Tracking
Pipeline Tracking See exactly where each prospect is in your sales process
Form Builder
Form Builder Create intake forms and surveys that clients can fill out online
Marketing Automation
Marketing Automation Set up campaigns that nurture leads while you focus on tax work

Visit EPS Edge Now

Simple Tool That Works for You

From automated follow-ups and easy online scheduling to smart lead tracking and text-to-pay invoicing, EPS Edge brings everything your business needs into one seamless platform.

Spend less time managing and more time serving your clients.

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Plans for Every Practice

Whether you’re a single-office tax pro or manage multiple locations, EPS Edge offers flexible plans built to fit your needs — with no long-term contracts and setup made simple.

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Why Tax Pros Choose EPS Edge

  • Built exclusively for tax professionals

  • Automates everyday tasks

  • Simplifies client communication

  • Helps you get paid fast

  • Backed by real people who understand your business

See Why EPS Edge Works

Join the Live Demo

Get a firsthand look at EPS Edge in action — see how it helps tax offices attract more clients, save time, and grow fast.

  • Get a real-time look at the EPS EDGE 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 today.

Sign Up for the Live Demo

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