Everything Behind a Better-Run Tax Business.
Gemcore is a connected business operating system for tax professionals — not just another filing tool. It runs the work around the return so your firm runs like a firm.
Five capability groups · availability depends on your package.
Not filing software. The business that runs around it.
Tax software prepares returns. Gemcore runs everything else — the intake, the follow-ups, the scheduling, the growth, and the reporting — so the business of your firm stops living in your head and starts living in a system.
- It sits alongside the software you use to prepare and file returns — it runs the business around them.
- Client, return, document, and message live in one connected record instead of across a dozen tabs.
- The same system that captures a lead also reports on the firm — end to end, one source of truth.
Every inquiry becomes a tracked lead.
Stop losing returns to a slow first reply. Capture every inquiry from every channel in one place and turn it into a tracked lead — not another email you forget to answer.
In a tax office
A prospect fills out the lead form on your site at 9 p.m. on a Tuesday. It lands in Gemcore, not a buried inbox, and enters your pipeline the moment you're back at your desk.
Gemcore · CaptureLead forms
Contact management
Diamond Lead Engine™
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Lead forms
Publish branded intake forms that collect the details you actually need and drop every submission straight into your pipeline.
Contact management
One record per taxpayer — contact details, return history, documents, and notes in a single view that updates itself.
Diamond Lead Engine™
Qualify and route inquiries by source and status so the next return you prepare is the one most likely to sign.
One system for every client and every return.
Replace the spreadsheets, shared drives, and sticky notes with a single home for each client and each return — organized the way tax work actually moves.
In a tax office
A returning client's documents, last year's notes, and this season's status all live in one record. Your staff opens it and knows exactly where things stand without asking you.
Gemcore · OrganizeDiamond CRM™
Diamond Tax Client Pipeline™
Calendar
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Diamond CRM™
Every client, contact, and conversation in one record — so nothing slips between inboxes and spreadsheets.
Diamond Tax Client Pipeline™
Track each return through intake, prep, review, and filing — a pipeline built for the way tax work moves.
Calendar
Let clients book appointments and document drop-offs on their own, synced to your calendar and your capacity.
Reach clients where they already are.
Send confirmations and reminders that actually get seen. Keep every return moving with messages that go out on their own — not one email at a time.
In a tax office
A document request goes out by SMS the morning it's due, with a reminder the day after. You watch the status change instead of chasing the thread.
Gemcore · CommunicateSMS & email
Confirmations
Reminders
Diamond Document Chase™
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SMS & email
Reach clients on the channel they read. Send and track messages without leaving the client record.
Confirmations
Confirm appointments and document drop-offs automatically, with the details clients need in every message.
Reminders
Nudge clients for missing documents and next steps on a schedule you set — not a list you remember.
Diamond Document Chase™
Automatically follow up on missing documents and signatures so the returns that stall get nudged, not forgotten.
Turn this season's clients into next season's.
Build the firm, not just the season. Nurture existing clients, win back lapsed ones, earn referrals, and put your reputation to work — all from the same system that runs the returns.
In a tax office
After a return is wrapped, Gemcore asks the client for a review and a referral. By next January, you're not rebuilding your book — you're growing it.
Gemcore · GrowAdvanced nurturing
Diamond Reactivation Engine™
Diamond Referral Engine™
Diamond Reputation Engine™
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Advanced nurturing
Stay top of mind between seasons with campaigns that keep your clients engaged without your constant attention.
Diamond Reactivation Engine™
Identify clients who didn't return this year and reach out automatically — before they become someone else's.
Diamond Referral Engine™
Make referrals a part of your process, not an accident, with tracked requests that reward the clients who send them.
Diamond Reputation Engine™
Collect reviews and run outreach from one place, so your reputation fills the pipeline your lead engine feeds.
Run the firm with the lights on.
See the business of your firm as it happens — and let the routine work move through clear, accountable workflows. AI-assisted intake, intelligent routing, accountability, and reporting in one view instead of across a dozen tabs.
In a tax office
A complex return enters the queue. AI Front Desk captures the inquiry, intelligent routing assigns it to the right reviewer and preparer, and the partner watches it move on the command center — with reporting live, no standup required.
Gemcore · LeadDiamond AI Front Desk™
Diamond Tax Knowledge AI™
AI chat & SMS
AI lead qualification & intelligent lead routing
Team Accountability Center™
Diamond Command Center™
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Diamond AI Front Desk™
An always-on front desk that helps answer routine inquiries and captures leads beyond office hours — so the next morning starts organized.
Diamond Tax Knowledge AI™
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, with a human in the loop where it counts.
AI lead qualification & intelligent lead routing
Qualify incoming inquiries and direct them toward the appropriate team member or next step based on configured rules.
Team Accountability Center™
Roles, permissions, and audit trails that show who did what — the oversight a real firm runs on.
Diamond Command Center™
Capacity, workload, and executive reporting in one view — the business of your firm as it actually happens.
Feature availability depends on your package.
Every group below is part of one connected platform — but which capabilities you get depends on whether you're on Launch, Grow, or Scale. Diamond AI Front Desk™ starts in Jade; Diamond Tax Knowledge AI™, AI chat & SMS, and intelligent lead routing are included with Black Diamond. Diamond Academy™ and Tax Software ship with every package. See how the groups map to each package, then book a demo and we'll match it to your firm.
Which groups come with which package.
Three packages, one platform. The further you go, the more of the operating system you switch on.
| Capability group | Launch | GrowBuilt for Growth | Scale |
|---|---|---|---|
| CaptureEvery inquiry becomes a tracked lead. | |||
| OrganizeOne system for every client and every return. | |||
| CommunicateReach clients where they already are. | |||
| GrowTurn this season's clients into next season's. | |||
| LeadRun the firm with the lights on. | |||
| Best for | Independent tax preparers | EROs & growing tax offices | Established tax firms |
See the whole system on a call.
Walk through the capabilities that matter most to your firm — and find the package that fits where you are and where you're heading.