Accounting Practice Management Software

Taxes are complicated but inevitable, so many payers opt to work through a tax professional. So many, in fact, that it can be hard to manage them all!

Fortunately, TaxGlobal offers AI-powered accounting practice management software to streamline your day-to-day. Our all-in-one platform has everything you need to better service your clients!

Know more

TaxGlobal: practice management for
accounting firms providing tax services

  • Enjoy an all-in-one platform to manage your tax business

    TaxGlobal’s centralized platform was built with one purpose: to be the only program a tax professional needs to do business. With our simple, easy-to-use accounting practice management software, there’s no need to juggle multiple programs and platforms for administrative tasks, sales, marketing, and client management—it’s all here.

  • Find your customers and get them started

    What gets in the way of servicing clients the most? Finding more clients! Luckily, we offer features like qualified lead generation, lead management, onboarding, branding and marketing tools, and more. Essentially, we’re a one-stop shop for advertising your business so you can get more business.

  • Leverage AI for your tax gruntwork

    Our expert-developed AI assistant Taby offers CPAs an encyclopedia of tax information at their fingertips. Ask it a question, and it’ll give out an accurate answer in seconds flat, with appropriate citations so you know where it’s coming from. Save hours poring through a bunch of tax codes to find a simple answer—just ask Taby.

  • Streamline invoicing and track their statuses

    TaxGlobal also offers CPAs a host of additional features when it comes to invoicing your clients on the platform. When a service is completed, you can upload a modifiable invoice template or create one from scratch. Then, just send it to your client through the platform, and your dashboard will show its status. No more worrying about checking in about invoices!

  • Off-shore help to keep you running lean

    TaxGlobal also lets you connect with offshore tax professionals who can help smaller and emerging businesses, or even sole proprietors, with all the small but important tasks required of a busy accounting firm. Whether you need help with marketing materials, document prep, or accounts receivable/payable, we can connect you with experts who can handle boutique tasks at a competitive price.

See why TaxGlobal is used by other accounting practices

Tax professionals and licensed CPAs nationwide have turned to TaxGlobal as their preferred accounting practice management software to help build and boost their businesses.
  • *****
    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

Here’s how our AI accounting assistant
works to help with tax preparation

  • Step 1

    Create an account for your practice

    To get started with TaxGlobal, all you need to do is complete a short onboarding process and register for an account. You’ll then create a personalized, client-facing profile so prospects can get an overview of your expertise—credibility is the most important strength a tax professional can have.
  • Step 2

    Connect deeper with new clients

    Using our messaging features and community feed, you can interact with and answer the concerns of tax service seekers on the platform. Every time you reach out, you ignite a spark that can grow into a fruitful relationship—and managing your leads is simple with TaxGlobal’s dashboard.
  • Step 3

    Streamline document and billing management

    Collecting leads is all well and good, but how are you going to handle all the busy work that comes with landing them? TaxGlobal has you covered there, too. Using our secure document storage, DocuSign e-sign integration, and invoicing dashboard, getting a high-level view of your accounting practice is just a few clicks away.
  • Step 4

    Bolster your practice with offshore help

    No matter the size of your firm, sometimes your business is booming so much that you’ve bit off more than you can chew. In that case, use our Extended Team feature to get specialized assistance from people across the globe! Whether you need a ledger review or help with bookkeeping, TaxGlobal can get you connected with a professional.
  • Step 5

    Sustain your business with TaxGlobal

    Keeping business running smoothly shouldn’t mean having to wear every hat on the shelf. With the help of TaxGlobal’s many features and resources, you can eliminate tedious tasks that prevent you from achieving your greatest potential. Our accounting practice management software will help you elevate your tax service!

Here’s what TaxGlobal can do for your
accounting practice

  • Streamline your firm’s processes on one platform

    Gone are the days of overseeing every time-consuming process while you deliver exemplary service! With TaxGlobal, CPAs can enjoy a single platform capable of streamlining many aspects of their business: establishing workflows, obtaining signatures, billing clients, nurturing leads, and more. Simply put, tax season feels a lot less scary when you partner with us.

  • Empower your clients with tax information they can trust

    AI is maximizing efficiency across industries, and Taby can do the same for you. Any TaxGlobal user can utilize Taby to ask questions and receive well-cited, accurate answers for any tax-related questions. Busy tax professionals can offer Taby as a helpful resource and rest assured that their clients will get quality responses.

  • Support your operational efficiency so you can scale

    The end goal of streamlining your business is the ability to scale up to service more and more clients—and TaxGlobal can support you in that endeavor. Using our centralized platform, the tasks that would’ve taken ages to complete are now finished in a matter of minutes. That means more time to find new clients and keep them coming back.

FAQs about TaxGlobal accounting
practice management

  • What is accounting practice management software?

    Accounting practice management software helps to consolidate all the mission-critical processes and internal workflows that CPAs need to keep crunching the numbers for their clients. TaxGlobal is a platform intended to connect accountants with taxpayers, offering a complete suite of practice management tools for CPAs and professionals to find and service their clients.

  • Why is accounting practice management important?

    Using multiple-point solutions to perform that wide range of tasks and organize the workflows that make CPAs and tax firms successful gets time-consuming and expensive—fast. With the TaxGlobal accounting practice management platform, accounting professionals have one easy-to-use resource for business needs while enjoying direct connections with customers.

  • What is the difference between practice management software and CRM?

    While similar, CRMs are focused on capturing and converting leads, while practice management software focuses on streamlining the internal processes of a business. Luckily, you don’t need to choose—TaxGlobal offers both for CPAs like you!

  • Is accounting practice management software secure?

    TaxGlobal ensures secure storage and sharing of tax information and documents. We host the site on AWS servers to secure all privileged and confidential items, with bank-level security for each customer’s data. You can also enjoy the same level of security for any transactions made on our platform.

  • How do I start using TaxGlobal accounting practice management software?

    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

Register for TaxGlobal to start streamlining your accounting practice

Using the AI accounting assistant Taby, TaxGlobal users can gain accurate, well-sourced tax information in only seconds.

TaxGlobal provides professionals with full-service accounting practice management software that makes managing almost every aspect of their business faster, easier, and less expensive. TaxGlobal is your one-stop shop for everything tax-related, so start maximizing your accounting practice today!
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