We built ProClient to save tax professional's businesses time and money and help them serve their clients better.
ProClient is the ultimate customer management solution for tax and account offices.
- We started this company with your time and money in mind.
- We work long hours to build and improve software that changes the way tax professionals run businesses.
- We know first-hand the difficulties of client management - especially for tax offices!
- We build tools with technology that will stand the test of time.
- We invite you to use the tools we build to grow your tax business.
Grow Your Business in Our User-Friendly, Comprehensive Platform.
Available at Launch:
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Schedule the Entire Organization
Replaces: Calendly, Schedule Once, and more. Whatever scheduling system you’re using, ProClient Calendar is here to improve that. -
Securely Manage Documents
Replaces: Insecurely storing on your computer, eFileCabinet, Atom, secure file access, tax software document management systems, etc. ProClient is just better. -
Give Clients Secure Access
Replaces: Every other tax client portal. ProClient Portal is simple, easy to use, and 100% safe. -
Keep Clients Organized
Replaces: Every other CRM. With ProClient CRM, managing your clients has never been easier. -
Secure Compliance Protocols
Store your clients information safe and secure.
Powerful and Easy-to-Use: ProClient Has What Your Business Needs to Be Successful.
ProClient is the last business tool you'll ever need. Test it out today with our 14-day free trial!
- Have all key business operations and tools in ONE system.
- No more App integration struggles
- One login to access everything
ProClient Calendar
The last thing you want is to waste time. With ProClient Calendar, scheduling time with clients (or letting clients schedule time with you) has never been easier.
The ProClient Calendar allows you to take complete control of your work hours, empower your entire team, and streamline your client experience.
You no longer have to be the central point of contact. Your time is too valuable to waste on back-and-forth emails for an appointment. With ProClient Calendar, you can allow clients and your team to schedule times that work best for their schedule immediately - not four emails later.
Manage your tax and accounting office lobby walk-ins while also respecting the flow of scheduled appointments.
ProClient Calendar allows you, your clients, and your team the freedom to effortlessly manage time.
- Office 365 & Google Suite Integration
- Unlimited Scheduled Appointments
- Unlimited Appointment Types / Services
- Buffer Time Between Appointments
- Set Daily Limits
- Set Minimal Scheduling Availability
- Time Zone Detection & Conversion
- Work With Multiple Time Zones for Locations
- Schedule Recurring Appointments
- Awesome Self Scheduling For Clients
- Personalized Links & Use Your Web Domain
- Customize Style & Logo to Match Your Brand
- Web Appointments
ProClient CRM
Don't bounce around your software.
Access everything to manage a customer on one screen.
Details, Custom Fields, Appointments, Workflow, Documents, Emails & Texts, Auditing, Family & Company Link, Portal Access, Billing, and more.
- Unlimited Contacts & Companies
- Record Linking
- Import Client Data Tools
- Team Access Management & Audit
ProClient Docs
With fast indexing, quick previews, and maximum security, ProClient Docs gives you all the best features organized in one CRM.
Document review puts you in control of the tax and office documents your clients upload without interrupting your team. Simple yet powerful.
- Document Tagging - Made easy!
- Document Review - Know what your clients’ are uploading
- Access Management - Control which documents your clients’ can access
- File Version Management
- Renaming
- Online Viewing
- Download
- Two-Factor security on documents you select
ProClient Team
Have it all. Unlimited team access with maximum security.
Team Access - Secure team access with 2-factor authentication.
Customizable Permissions - Manage the permission details in groups or individually.
Audit - Logging and Tracking of every action.
ProClient Portal
Unlike your everyday client portals, the ProClient Portal is one your clients will love using.
Give your clients access and freedom while maintaining your brand.
Secure, 2-factor authentication, access for your customers to upload and manage important tax information any time.
- Secure Client Access with 2-factor Authentication
- Manage Your Brand Logo, Look and Feel
- Use Your Own Domain (clients.taxbusiness.com)
- Secure Texting and Email
- Share Documents Securely
- Pay, Manage and Review Invoices
- Accessible Anywhere - Desktop, Tablet, or Mobile Devices
ProClient Security
ProClient manages private financial information for you, your clients, and us. For that reason, we accept no compromise when it comes to security. The system is built with several strict industry standards to keep all of the data safe and secure. For our Security Policy Page go here.
SSL, Data Retention,
PCI DDS Security,
Physical Server Security
Try ProClient Free for 14 Days
If you are sick and tired of using what feels like a million business tools, it's time to try our comprehensive management system.
Everything you need is right here in our easy-to-use and highly customizable CRM.
With ProClient, you can step into a better way of running your tax office.
Be a part of the last business tool you’ll ever need to use
