Smart Solution for Tax Preparers
Streamline tax season with a platform built for professionals. Cybix helps tax preparers organize client data, collect documents securely, and keep everything in one place — without the chaos of email threads or lost paperwork.
Add Clients in Seconds
Send a secure form link or upload taxpayer info manually. Whether it’s individuals or businesses, Cybix makes onboarding clients fast and easy.
Let Clients Upload Files Themselves
No more chasing documents. Clients can upload their W-2s, 1099s, IDs, and more through their own portal — organized automatically under each form and customer.
Review, Approve, and Organize
Every client record gives you full visibility. See who submitted files, sort by form type, and approve clients for processing — all in one screen.
Built-in Folders, Like Google Drive
Files are automatically sorted into folders per customer and form. No more hunting for the right attachments — it’s all neat and accessible
Everything You Need to Get Work Done
Explore the capabilities included in this solution — designed to simplify operations and help your team thrive.
Phone Hub
Communication
Manage calls, voice messages and SMS from one place. Full history, recordings and automated messaging so you never miss a customer.
Billing
Finance
Create invoices, collect payments online and track your revenue in real time. Automate billing and keep your cash flow under control.
CRM
Sales
Manage leads, customers and sales opportunities. Full visibility of your sales pipeline in one powerful dashboard.
ClockEase
Productivity
Track work hours, attendance and team productivity. Clear reports to control time and performance.
Tasks
Workflow
Organize projects, assign responsibilities and monitor progress. Your entire workflow synchronized in real time.
Artificial Intelligence
Collaboration
Your intelligent assistant for support and business management. Automated responses, insights and help across every module.
Contacts
Customer Hub
Store and manage your customer and business contacts with organized profiles and quick access to every interaction.
Notes & Files
Productivity
Attach notes to clients, tasks, and more — ideal for storing insights, reminders, or important details in context.
Quotes
Sales
Create and send custom quotes in seconds, track approvals, and convert them to invoices effortlessly.
Fleet Hub
Vehicle Management
Track, assign, and manage your vehicles and drivers with real-time insights, maintenance logs, and usage history.
Chat
Collaboration
Communicate quickly and efficiently with secure, integrated team messaging.
Tax Preparers
All-in-one solution with a dedicated Tax Module.
Prices exclude any applicable taxes.
Free Trial 14 days
| Feature | Tax Preparers | Contractor Solution | Landscapers Solution |
|---|---|---|---|
| Call Center Fee ($18) | ✅ | ✅ | ✅ |
| Studio Flows Setup ($10) | ✅ | ✅ | ✅ |
| 500 Bits Reload ($12) | ✅ | ✅ | ✅ |
| 1000 Bits Reload ($22) | ✅ | ✅ | ✅ |
| 5000 Bits Reload ($99) | ✅ | ✅ | ✅ |
| 🧩 Additional Modules | |||
| Tasks Module ($10) | ❌ | ✅ | ✅ |
| ClockEase ($10) | ❌ | ✅ | ✅ |
| Fleet Hub ($20) | ❌ | ✅ | ✅ |
| 🔗 Integrations | |||
| Bouncie ($10) | ❌ | ✅ | ✅ |
Got Questions? We’ve Got Answers.
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Can I add both individuals and businesses as clients?
Yes! Cybix supports both taxpayers and business clients. You can manage them from one dashboard and sort them by type.
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Do my clients get access to a portal?
Yes — each taxpayer receives access to their own secure portal where they can upload tax forms and view their profile.
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Is file storage unlimited?
We offer generous file storage under each plan, with scalable options as your business grows.
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Can I manually upload files for a client?
Absolutely. You can upload documents on behalf of your clients, whether they email them, bring them in person, or text them to you.
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Is the system secure enough for SSNs and IDs?
Yes. Cybix uses secure encryption and follows best practices to store sensitive client data. Your files and folders are safe with us.
