Modern Practice Management CRM for CPAs and Tax Professionals
Experience Our Drag and Drop Tax Return Workflow System
Track and manage tax returns with our intuitive drag-and-drop interface. Move tickets between stages and get a clear visual overview of your practice.
Unified Ticket View for Every Client Request
Experience how TaxHub organizes all client interactions in a single ticket view. From initial contact to final filing, every document, message, and task is seamlessly connected - making client management effortless.
Try clicking through the different sections to see how everything stays organized within the ticket.
Ticket - Tax Return Filing #Ticket-30
In-ProgressMediumJames Morrison
Client since October 2020
Personal Information
Tax filing and identification details
Business Information
Schedule C - Business Details
Important Tax Dates
Key filing and payment deadlines
2023 Return Filed
Apr 15, 2024
Q1 2024 Est. Tax Due
Apr 15, 2024
Document Deadline
Mar 1, 2024
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8 Reasons to choose TaxHubCRM
TaxHub CRM is built for CPA tax and accounting firms, helping manage clients and handle tax workflows in one easy-to-use platform.
Private Database
Secure, dedicated database for each client, ensuring data isolation and enhanced privacy.
Integrated Ticketing System
Efficiently manage client requests and track progress with our built-in ticketing system.
Digital Tax Organizer
Streamline tax preparation with our user-friendly digital organizer, saving time and reducing errors.
Smart Automations
Automate agent assignments, status notifications, and client communications to save time and reduce manual work.
Secure Client Portal
Provide clients with a secure, intuitive portal for document sharing and communication with two-factor authentication.
Team Collaboration
Create custom departments, set up automated workflows, and manage team workload with smart ticket routing and assignment rules.
Built-in Appointment Scheduling
Simplify client meetings with our integrated scheduling system, reducing back-and-forth emails.
Third-Party Integrations
Seamlessly connect with popular tax and accounting software to streamline your workflow.