Best CRM for tax professionals
Losing track of tax preparation tasks and opportunities can hinder client value maximization.
Pipedrive’s customer relationship management (CRM) organizes every client detail, empowering you to track correspondence and service history for a crystal-clear view of your next steps.
See how Pipedrive helps your team hit every deadline and effectively meet client needs with tax planning.
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What to look for in a CRM solution for tax professionals
An accounting CRM helps accounting firms handle tax season challenges. Look for features that efficiently support both client relationships and task management like:
Robust security: Protect your client’s financial data with Pipedrive’s strong security and user permissions.
Simple interface: Navigate client profiles and tax workflows effortlessly with Pipedrive’s intuitive layout.
Deep insights: Get a clear view of your tax firm’s performance using Pipedrive’s in-depth dashboards.
Visual pipeline: See the real-time status of every client engagement with Pipedrive’s pipelines.
Pipedrive’s key features for tax professionals
Draft professional emails with AI and save valuable time
Writing emails to every tax client takes precious time you could use on returns or generating new business.
AI-powered tools help you draft personalized messaging from simple prompts and email templates.
Pipedrive’s AI email writer lets you generate powerful email marketing. Get quick summaries of long threads and detect client sentiment for more efficient outreach.
Learn more about Pipedrive’s AI CRM features.
Centralize and qualify new tax inquiries during busy seasons
It’s easy to lose messages in your inbox, making it hard to qualify them and respond quickly during busy periods.
Tax CRM systems track potential new clients, helping you prioritize those who best fit your practice.
Pipedrive’s Leads Inbox collects all new tax-related inquiries, so you never miss high-value opportunities.
Learn more about Pipedrive’s lead management features.
Simplify appointment booking and boost the client experience
The constant back-and-forth of scheduling eats into productive time for tax professionals.
Online scheduling tools let clients book their appointments based on your team members’ real-time availability.
Pipedrive’s client portal provides a simple way for clients to book tax appointments. It ensures your calendar stays organized and clients receive instant follow-up notifications.
Learn more about Pipedrive’s Scheduler tool.
Manage tax client interactions and update cases, wherever you are
General practice management for CRM and tax services can easily become impossible when you’re out of the office.
With a CRM platform that works from your smartphone, you can access contact management info and update your bookkeeping on the go.
Pipedrive’s mobile app puts your tax work and sales pipeline firmly in your hands, keeping you productive no matter where your work takes you.
Learn more about Pipedrive’s mobile app.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped Raincatcher save 30 hours of work a week
Like many tax firms, Raincatcher struggled to coordinate complex projects. Time-consuming manual tasks, like lead qualification and deal tracking, cost it valuable opportunities to serve more clients.
With Pipedrive’s powerful automation, Raincatcher qualified leads faster, stored documents safely and managed services more efficiently. In 18 months, it doubled its deal value and saved 30 hours a week.
“We’ve built our pipeline up to nearly $250 million total valuation with a team that’s a similar size to the one we had 18 months ago. We’re leveraging so many automations and features that make our processes more streamlined and more scalable.”
