uTax Software

uTax Software provides tax software solutions & support, mobile app to tax professionals, and resellers. Put simply, it is about running multi-step campaigns that react to what people do.

The natural audience is marketing teams with more than one channel. They also list Information Services, Marketing and Mobile Apps, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

uTax Software is based in El Paso, Texas. More on utaxsoftware.com.

Things worth asking about: CRM integration, lead scoring, and how fast the learning curve is. A short pilot with your real data tells you more than any demo.

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