You Prepare the Returns.
We Power the Business.
Organize your clients. Simplify scheduling and follow-ups. Build a tax business with systems designed for growth.
Built for independent preparers, EROs, growing offices, and established firms.
You Built a Tax Business. Not Another Full-Time Job.
The hours that should grow your firm keep getting spent rebuilding the same scramble every January. Here's where they go.
Missed inquiries
A lead lands in your inbox, sits there, and quietly becomes someone else's client. The cost of a slow reply is a return you never prepare.
Scattered clients
One taxpayer's story lives across a spreadsheet, a shared drive, three emails, and your memory. Nothing connects, so nothing scales.
Repetitive follow-ups
Chasing the same documents and confirmations by hand every season. The work that should run itself keeps running you.
Limited visibility
You can't see capacity or workload until the season's over. You're running a practice on instinct instead of a dashboard.
Less Chasing. More Growing.
Gemcore takes the work that runs you and turns it into work that runs itself.
Without Gemcore
- Leads sit in your inbox until you remember to reply
- Client files spread across drives, threads, and sticky notes
- You chase documents and confirmations one email at a time
- You guess at capacity and workload until the season ends
With Gemcore
- Every inquiry is captured, qualified, and followed up automatically
- One client record holds every document, message, and return status
- Reminders go out on their own — you watch the returns move, not send them
- Capacity and workload are visible as they change
One system for the whole business.
The six capabilities that run the business of tax work — managed in one place that scales from solo to firm.
CRM
Every client, contact, and conversation in one record — so nothing slips between inboxes and spreadsheets.
Tax Client Pipeline
Track each return through intake, prep, review, signature, and filing — a pipeline built for the e-file lifecycle.
Scheduling
Let clients book appointments and document drop-offs on their own, synced to your calendar and your capacity.
Lead Management
Capture inquiries from every channel, qualify them, and turn them into booked clients without losing a one.
Follow-Up Automation
Automated reminders for documents and next steps — so the returns that stall get nudged, not forgotten.
Reporting
Capacity and workload in one view — see the business of your firm as it actually happens.
From scattered to system in four steps.
Discover
We sit down with you and map the way your firm already works — intake, prep, review, and filing — so the system fits your season instead of forcing it.
Choose
Find the package that matches where your firm is and where it's heading — from solo preparer to established firm — without paying for what you won't use.
Configure
We set up your workflows, roles, and client pipeline, then bring in your existing clients and documents so the season starts organized.
Grow
Run every return from a single dashboard. See capacity and workload as you go, and add structure as the firm grows — not after it outgrows you.
Your Tax Business. Powered by Intelligent Systems.
From answering routine inquiries to qualifying leads and directing conversations to the right team members, Gemcore brings AI-powered assistance into your daily operations.
Diamond AI Front Desk™
Help respond to routine inquiries and capture leads beyond office hours — so the next morning starts organized.
Diamond Tax Knowledge AI™
Provide AI-assisted responses to supported tax-related questions, with appropriate oversight and escalation for complex or sensitive matters.
AI Chat & SMS
Engage prospects and clients through AI-assisted website conversations and text messaging.
Intelligent Lead Routing
Qualify incoming inquiries and direct them toward the appropriate team member or next step based on configured rules.
Advanced AI capabilities are included with Black Diamond · See the package that fits your firm.
Built for where your firm is — and where it's going.
Three packages, one platform — from getting organized to leading with intelligent systems. Annual billing saves two months.
Ruby
Independent tax preparers
Get Organized.
One-time setup $500
2 Months Free on the annual plan ($970/year)
- Diamond CRM™
- Diamond Tax Client Pipeline™
- Diamond Lead Engine™ — Basic
- Calendar & appointment booking
- Lead forms & contact management
- Basic SMS & basic email
6 more capabilities included
Request RUBY DemoJade
EROs & growing tax offices
Automate Your Growth.
One-time setup $1,000
2 Months Free on the annual plan ($1,470/year)
- Everything in Ruby
- Diamond AI Front Desk™
- Diamond Lead Engine™ — Advanced
- Diamond Document Chase™
- Missed Call Text Back & No-Show Recovery
- Advanced nurture & reactivation
7 more capabilities included
Request JADE DemoBlack Diamond
Established tax firms
Lead with Intelligent Systems.
One-time setup $2,000
2 Months Free on the annual plan ($2,470/year)
- Everything in Ruby & Jade
- Diamond Tax Knowledge AI™
- AI website chat & AI SMS conversations
- AI lead qualification & intelligent lead routing
- Advanced workflows
- Team Accountability Center™
6 more capabilities included
Request BLACK DIAMOND DemoSee the full feature comparison and annual pricing on the Packages page.
Explore all packagesBuilt for every kind of tax professional.
Independent tax preparers
Replace the spreadsheets and sticky notes running your solo practice with one system that scales with you.
Electronic Return Originators
Track every return through your pipeline and stop losing returns to follow-up gaps.
Growing tax offices
Add staff without adding chaos. Roles, workflows, and reporting keep a busy office under control.
Established tax firms
Run the firm like a business — capacity, workload, and oversight across preparers and return types.
Questions, answered.
Still have questions? Book a demo and we'll walk through them with you.
Stop Running a Practice. Build a Firm.
See how Gemcore runs the business side of your tax work. Book a walkthrough tailored to how your firm actually operates.