- Welcome to Innovagrow
Get Your Tax Office Fully Booked This Season — Guaranteed.
Outsource your calling to trained appointment-setting agents who bring back your returning clients, non-returning clients, drop-offs, incomplete docs, and missed leads.
Accounting & bookkeeping firms offering tax filing
Outsource your calling to trained appointment-setting agents who bring back your returning clients, non-returning clients, drop-offs, incomplete docs, and missed leads.
Why Tax Officers Hire Us
- Running a tax office during the season is chaotic.
- Returning clients expect reminders.
- Clients with incomplete documents disappear.
- And missed leads? They go straight to competitors.
Your team is already overloaded — you don’t have time to chase thousands of people.
That’s where Innovagrow comes in.
We provide trained U.S.-style callers who:
Call your returning clients
Bring back non-returning clients (1–3 years)
Follow up on incomplete documents
Recover drop-off clients
Re-engage missed leads and new inquiries
Keep your calendar full every single day
This is what we specialize in — tax season calling.
What We Do
We Handle Every Call and Follow-Up — From Start to Finish
Your dedicated agent will:
Contact your full client list regularly
Follow up multiple times with each contact
Send reminders
Handle email follow-ups
Reschedule & confirm appointments
Update your CRM, spreadsheets, and calendar
Track document needs and client progress
Provide daily & weekly reporting
We become your virtual call center, working exclusively for your tax office.
Our Guarantee
Your calendar will stay full — or we work extra at no additional charge.
No fees for extra follow-ups.
No fees for additional reminders.
We do whatever it takes to keep your schedule filled throughout the season.
How it works
Schedule a Strategy Call
We learn about your office, your goals, and the client list you want us to work with.
We Assign Your Dedicated Project Manager & Agent
Your agent immediately begins contacting and following up with your entire database. Your project manager handles quality control, reporting, and communication.
We Call Your Clients for the Entire Tax Season
We focus on:
· Returning clients
· Non-returning clients (1–3 years)
· Drop-off clients
· Incomplete documents
· Missed leads
· New inquiries
Your calendar fills up — consistently, every week.
Who We Work With
We support:
Independent tax offices
Multi-location tax firms
EAs & CPAs
Liberty Tax franchise owners
Remote tax preparers
Accounting & bookkeeping firms offering tax filing
Whether you handle 300 returns or 3,000 — we can support your volume.
Over The Past Few Seasons, Our
Callers Have Helped Tax Offices:
Bring back 40–60% of their non-returning clients
Convert missed leads that other offices ignore
Recover 25–35% of incomplete-document clients
Fill calendars for January, February, March, and April
Double their returning client rate
Real Results From Real
Tax Offices
We were fully booked the entire season. Innovagrow handled thousands of calls — worth every dollar.
We brought back so many old clients we thought were gone forever
Rangy Page here — Innovagrow helped Diamond Eagle Tax stay fully booked all season. Reliable, consistent, and absolutely worth it.
What You Get
With Innovagrow, you receive:
Dedicated calling agent
Dedicated project manager
Daily spreadsheet updates
End-of-day summaries
Weekly & monthly report
Full-season calling & follow-ups
Reminders & confirmations
CRM + calendar management
Everything is done for you.
Your Tax Office Is Unique — So Your Plan Is Tailored
Every tax office has different goals, client volumes, and follow-up needs.
On the strategy call, we’ll review your requirements and recommend the exact support structure that will deliver the best results for your season.
On the strategy call, we’ll review your requirements and recommend the exact support structure that will deliver the best results for your season.
Ready to Fill Your Calendar
This Tax Season?
Let’s walk you through how our agents can contact your entire list and get your clients booked.