Tax Practice Management Software

With ProClient Calendar’s self-scheduling tool, clients can easily find a time on your calendar and make an appointment without the hassle of endless back-and-forth emails or phone calls.

This allows the client to select an appointment at their convenience while saving you valuable time. You no longer have to be your clients’ or employees’ central point of contact. Your time is valuable, so quit wasting time scheduling! ProClients scheduling system is like a time maker.

ProClients offers time-zone detection and conversion, eliminating missed meetings due to time-zone differences. We also provide the ability to set daily limits and buffer times between meetings, which is critical to your mental health and overall productivity. These unique features make your calendar more accurate and show your actual availability, freeing you from scheduling mistakes.

By utilizing ProClient’s customizable emails and text reminders, you can inform your clients of the appointment times and details such as location or paperwork to bring along. This dramatically decreases the chances of no-shows and last-minute cancellations.

ProClient integrates and connects with different online tools, including Office 365 and Google Suite. This allows you to know your schedule in ProClient without the need to open ProClient. Additionally, when you schedule your time for other reasons, those new appointments will sync to ProClient and remove your availability so that you do not get those awkward double-booking appointments.

A unified portal allows you and your clients to view information and stay up-to-date on what they have submitted. This portal allows clients to access questionnaires, forms, file uploads, and more. Plus, live dashboards provide automatic updates as clients and team members complete tasks, giving you full transparency of where you are in the process.

ProClient features native planning, budgeting, and invoicing solutions. Send professional electronic invoices and receive payment directly to your desired account. You can also set up recurring invoicing and billing. Clients can easily access their portal to see invoices and payments.

From uploading simple files to the most complex documents, our solution is designed to save you time and improve productivity. You can work with your team on your tablet, desktop, or mobile devices- whether in the office or at home. Plus, you get built-in layers of security, seamless updates, and automatic backups.

ProClient CRM allows you to better understand complex client relationships through flexible record-linking capabilities. You can link customers, accounts, and other records to existing contacts in the system, allowing the team to determine their connections quickly and even build customized follow-ups in real-time.

Quickly import contact and account data into ProClient CRM from multiple sources, including spreadsheets, calendars, and other systems. You can import the data in their simple format or allow the import tool to detect your data type and provide matching options.

Access tracking tools allow you to track and monitor each team member’s activities in the CRM, giving you optimal visibility and control of your team’s tasks. Also, easily manage who has access to various documents for heightened security and accountability.

We partner with Amazon AWS data centers, a robust data security network, infrastructure, and solution designed to protect your identities, information, applications, and devices. This allows you to automate the manual security processes so you can focus on scaling and innovating your business. Additional encryption layers are also available to ensure you have the most secure infrastructure in the industry.

Our client’s information is data-encrypted and secured by a firewall and anti-virus technology. Our SSL setup with 256-bit encryption keeps both incoming and outgoing data private so that you can ensure your client’s sensitive data and documents are always protected.

There is no need to back up your documents manually, as it is completed automatically and on a daily basis. This ensures your data is encrypted and stored for maximum protection. As long as you have an active account, you and your clients can easily access all the stored documents.

We enable companies accepting payment cards or directly involved in storage, processing, and transmitting cardholder data to achieve and maintain PCI DSS compliance.

At no point is this confidential data shared with ProClient, its developers, or subscribers.