CRM for Tax Companies

If you are a tax professional of any kind, whether you are a certified public accountant or handle tax work in another capacity, you know what a headache keeping everything straight can be. Not just who needs what, but also who hasn’t checked in so far this year, who has checked in but hasn’t followed up, and who are the potential new clients you need to get in touch with. This is a juggling act at the best of times, but during tax season the demands on your time can be overwhelming.


crm for tax company
CRM for tax company










OnSite CRM can save you time, money, and a lot of headaches by helping to manage your customers simply and efficiently. Not only that, we can provide you with a clean, integrated system that does it all, letting you dump the old way of doing things and step up to our CRM system that is both efficient and intuitive. With OnSite CRM everybody in the office uses a single system, improving efficiency and your bottom line.


A Powerful CRM Platform

OnSite CRM for tax companies gives you the power to get the job done. Our system offers you a complete customer relationship management system. Track your leads, inquiries and clients across every department in your company. Anybody in your operation can enter data about a client, and everybody else can see it. This keeps the whole team on the same page and presents an excellent image of your company. You know the entire history of every client’s contact with your company, so you’re prepared to talk to them and help them, often before they even realize themselves that they need your services.

Integrated Verticals

One of the great benefits of working with OnSite CRM is that this system is far more than just a way to manage your clients. With our integrated tax professional vertical system, OnSite puts everything at your fingertips and makes it easy to manage. You no longer need one kind of software for the front office and something else for the back office. OnSite CRM does it all.

With our integrated verticals you can track a client, provide an electronic review of the client’s needs, identify the necessary tax forms for the specific situation, prepare them and print them out. We even give you a time-saving electronic client interview. Once everything is delivered to the client you can use the CRM to follow up to check on customer satisfaction; all this without jumping from system to system. It’s a proven fact that the more you have to handle data the greater the opportunity for error. With OnSite everything is in one place and there’s no chance for data errors to sneak in between the front and back offices.

Email Campaigns

We know your emails are important to you, and a great email campaign is essential to the success of your business. To give you the best possible experience, OnSite CRM has partnered with SMTP to give you the best delivery service available for your email campaigns. This is a top-notch company with over a decade of history delivering emails and making sure they get where they need to go. They are publicly traded and have set the standard that all other email delivery services strive for.

SMTP reaches more in boxes than any other service. Even when clients have requested the information, 22% of emails from businesses never make it to the client. SMTP has the highest rate of deliver ability in the industry. Don’t let your drip campaigns go down the drain – work with a partner that delivers the best.

Contact OnSite CRM now to step into the world of full-spectrum CRM and integrated verticals. Stop costly errors and wasteful jumping from one system to another. Let OnSite CRM handle it all and save you money every day.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s