CRM for CPAs
designed by CPAs

Tax accountants are used to working with a lot of details on behalf of their clients, but sifting through client data is another challenge. The right CRM for CPAs can help organize and analyze key data points, making marketing easy so you can focus on what you do best.

With TaxGlobal, CPAs gain an efficient system to collect data, help nurture relationships, and find new clients—all in one centralized hub! 

Know more

TaxGlobal has all the CRM functionality
you need to scale

  • See all clients and leads
    at a glance

    Using the TaxGlobal dashboard, you'll see charts and graphs that give a bird's eye view of all your dealings using the platform: active and ongoing customers, pending follow-ups, page visits, and lead metrics. There's also a separate tab just for leads so you can dive deeper into closing.

  • View your leads' profiles and previous interactions

    The TaxGlobal CRM provides the profiles of all your leads to view their information and reach out more effectively. You can even see all previous interactions with leads, meaning you'll never enter an interaction without knowing who you're working with.

  • Segment your leads by their conversion stage and deal size

    With TaxGlobal, service providers can see a customer's complete journey with their business. Columns are divided by their stage in the marketing funnel, and drag-and-drop capabilities make it easy to switch leads between stages. Their deal size will also be front and center whenever you need it.

  • Use search and filter capabilities to find specific leads

    Too many leads? It's a good problem to have, but we'll help you with that. The TaxGlobal CRM has a search function to find leads you've worked with by name or date range. There are also ways to sort leads: alphabetically, last activity, deal value, or starred. You'll never waste time sifting through names with TaxGlobal.

  • Enjoy a lower minimum lead spend than other lead gens

    Instead of investing in multiple-point solutions with high costs, CPAs can enjoy a streamlined, consolidated platform in TaxGlobal-considerably less expensive than other CRMs. TaxGlobal's minimum lead investment is $250, half the amount of top lead gen services like LinkedIn and Facebook.

See why TaxGlobal is loved by so many

Accounting professionals around the country are highly praised for how TaxGlobal has streamlined the daily processes of running a business while helping them build deeper connections with customers:
  • *****
    The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.
    Kinjal Buch, CPA
  • *****
    As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.
    Kevin P, CPA
  • *****
    Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.
    Brian Jackson, CPA

How the TaxGlobal CRM software for
accountants works

  • Step 1

    Establish a connection with a prospect

    There are many ways to find new clients using TaxGlobal. TaxGlobal will connect you with individuals and businesses already looking for your expertise, and our community features mean you can answer tax questions, building trust in your services. TaxGlobal will record any interactions with potential clients.
  • Step 2

    View lead information on your dashboard

    When you’ve gathered a lead, they’ll be added to your lead dashboard. Here, you view all pertinent details about them, including their profile information, any previous interactions, and their deal size.
  • Step 3

    Make every interaction count

    On TaxGlobal, you have every tool at your disposal to ensure your clients have a good experience, including tax calculators and an AI assistant named Taby. You can reach out using TaxGlobal’s messaging capabilities, share documents, and get them closer to close with every interaction.
  • Step 4

    Move them between their conversion stages

    The dashboard is structured into columns based on stages in the marketing funnel: prospecting, meeting, proposal, negotiations, and closed won/lost. Leads will be moved between the columns based on their actions on the platform, but you can also drag them between columns easily.

Benefits of our CRM for accountants
providing tax services

  • A CRM by tax professionals for tax professionals

    The biggest advantage of this CRM is that it’s only for CPAs and tax service providers like you! Other CRMs have broader focuses, meaning they may lack the features you need or some features might be redundant. With TaxGlobal, you can trust that leads are looking for a tax professional like you, and you can serve them expertly!

  • Keep all your deals organized no matter the stage

    TaxGlobal wants to make sure your lead tree always bears good fruit, and that means keeping them organized so leads don’t go cold! With TaxGlobal, view all lead information with a few clicks and drag them between wherever they are in their customer journey.

  • Affordable CRM with a great minimum lead spend

    If you’ve been looking for a CRM, you’ll know how expensive it can be to invest in one along with an assortment of other software. With TaxGlobal, you’re getting all the CRM capabilities and many other features. Our minimum lead spend is just $250 compared to $500 for platforms like LinkedIn and Facebook.

FAQs about TaxGlobal customer
relationship management

  • What is a CRM for CPAs?

    A customer relationship management (CRM) platform empowers tax professionals to organize and analyze customer data. This enables them to market to clients and build personal relationships more effectively.

  • Why is CRM software for accounting firms needed?

    CRM software helps accounting firms better understand their customers through clear data on their patterns and their stage in the marketing funnel. With that information, CPAs can reach out proactively to customers with messages that are tailored toward their stage in the process.

  • How much does the TaxGlobal CRM cost?

    The typical cost of a CRM can vary, with top-tier options reaching upwards of $500 a month and other plans charging between $10/month and $40/month per user. For those seeking an all-in-one platform that includes CRM capabilities, TaxGlobal is a far more affordable option. Check out the subscription plans we have available!

  • Is TaxGlobal CRM for tax professionals secure?

    We know how important security and confidentiality are to your business, which is why we offer bank-level security for all files. TaxGlobal is also hosted on AWS servers, ensuring that all transitions remain completely protected. You’re in good hands.

  • How do I get started with TaxGlobal CRM for CPAs?

    Visit the TaxGlobal website to sign up for free or find the right subscription plan for your business! If you have any questions, you may reach the TaxGlobal team at info@taxglobal.com.

Check out the other features of our
full-service platform

Start fostering real connections with clients with TaxGlobal today

TaxGlobal’s CRM for CPAs empowers you to make meaningful connections with customers through an easy-to-understand, all-in-one platform.

CPAs and other tax professionals are skilled at crunching the numbers on behalf of their clients—and there’s more than one way to use data to build lasting connections with customers. With TaxGlobal’s versatile CRM for CPAs, service providers have a streamlined dashboard that encourages smarter, more strategic customer outreach!
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