CRM for Accounting & Tax
Client onboarding, document collection, and engagement management for accounting and tax practices.
Accounting firms are seasonal sprinters and year-round relationship builders. When tax season overwhelms your team because document collection is manual and client communication is ad hoc, something has to change. We build CRMs that make tax season manageable and the rest of the year profitable.
Challenges We Solve
Common pain points in accounting & tax, and how a custom CRM eliminates each one.
The Challenges
- Tax season document collection is manual and chaotic
- Client onboarding takes weeks with back-and-forth emails
- Advisory service opportunities hidden in tax-only relationships
- No systematic approach to year-round client engagement
Our Solutions
- Automated document request workflows with client portal
- Streamlined onboarding with e-signature and intake forms
- Advisory opportunity identification from client data
- Year-round engagement calendar with automated touchpoints
Tax Season Tamed
Automated document requests go out on schedule. Clients upload through a branded portal. Your team sees who's ready, who's missing documents, and who needs a nudge, all in real time.
- Automated document request workflows by return type
- Client portal with secure document upload
- Engagement status tracking with deadline management
- Preparer assignment and workload balancing
- Year-end tax receipt and document automation
Grow Advisory Revenue
Your tax clients need advisory services. The CRM flags opportunities based on client profile, business changes, and financial triggers so your partners can have the right conversation at the right time.
What Our Clients Say
“Candidate tracking, client relationships, and placement management in one system. Our fill rate improved 25% because nothing falls through the cracks anymore.”
Nicole Sanders
Managing Director, Keystone Staffing Solutions
Philadelphia, PA
“Service reminders, recall notifications, and maintenance history all automated. Our service bays are booked solid and customers love the proactive communication.”
Vanessa Brooks
Service Manager, Elite Auto Care
Charlotte, NC
“Customer self-service portal for tracking shipments reduced our inbound calls by 45%. Our team now focuses on exceptions instead of answering 'where's my freight?' all day.”
Margaret O'Neill
Operations Manager, Pacific Freight Solutions
Oakland, CA
“Service provisioning, trouble tickets, and account management in one system. Our average resolution time dropped from 72 hours to 18 hours.”
George Takahashi
VP of Sales, FiberLink Communications
Kansas City, MO
“Group benefits enrollment was a manual disaster before. Now employers submit through a portal, everything syncs to our CRM, and we onboard groups in half the time.”
Christine Palmer
Operations Director, Lakeshore Benefits Group
Milwaukee, WI
“The automated follow-up sequences alone paid for the entire build. We're converting 3x more internet leads than we were with our old platform.”
David Hernandez
Team Lead, Westside Properties
Los Angeles, CA
“Group sales and event booking used to live in spreadsheets. Now the entire pipeline from inquiry to post-event follow-up is tracked and automated.”
Derek Christiansen
Director of Sales, Mountain View Resorts
Park City, UT
“Immigration cases have a thousand moving parts. Our custom CRM tracks every form, every deadline, every government response. Nothing gets missed anymore.”
Priya Sharma
Director of Operations, Sharma Immigration Law
San Jose, CA
Ready to Transform Your Accounting & Tax CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.