Contact Management Systems for Tax Professionals

ProClient’s user-friendly and comprehensive CRM allows you to manage your business needs, including marketing, document management, billing, scheduling, and more.

ProClient CRM



Schedule the Entire Organization

Planning and scheduling can take up a considerable chunk of your day, especially when trying to clean up calendar mishaps like double bookings and missed meetings.

  • Self-Scheduling
  • Manage Walk-Ins
  • Accurate Availability
  • Calendar Integration
  • Set Reminders
  • Custom User View

Stress-Free Client Scheduling

With self-scheduling, double booking prevention, and many other time-saving features, ProClient can help you take control of your calendar and delight your clients with a user-friendly experience.

  • Office 365 & Google Suite Integration
  • Set Daily Limits
  • Unlimited Scheduled Appointments
  • Set Minimal Scheduling Availability
  • Unlimited Appointment Types / Services
  • Awesome Self Scheduling For Clients
  • Buffer Time Between Appointments
  • Schedule Recurring Appointments



Securely Manage Documents

As a business owner, you must handle an overwhelming amount of documentation, which can be exhaustive and time-consuming. Plus, you must ensure that all these documents are secure, as your clients rely on you to protect their sensitive information.

Advanced Document Security Standards

With two-factor authentication, users can select a method to receive their one-time PIN every time they log in to the ProClient portal. This adds an extra layer of protection for client documents stored in the system. 

  • Easy Document Tagging
  • Online Viewing
  • Document Review History – Know What Your Clients’ Upload
  • Accessible Anywhere – Desktop, Tablet, or Mobile Devices
  • Two-Factor Security
  • Access Management
  • File Version Management
ProClient CRM
ProClient CRM
ProClient Security



ProClient Security allows you to collect and protect sensitive information with world-class security and encryption. Collect client information effortlessly and adhere to strict compliance protocols to secure your data.

Data Security

SSL Report

ProClient is protected by Secure Socket (SSL) encryption. Our SSL setup is certified as employing strong 256-bit encryption designed to keep your data private.

Automated Data Storage

Data Retention

Payments made with credit cards get processed by Payrix, our PCI-compliant service partner. No confidential data is shared with ProClient.

Credit Card Protection

Credit Card Protection

Payments made with credit cards get processed by Payrix, our PCI-compliant service partner. No confidential data is shared with ProClient.



Managing all your companies’ clients and associated contacts became easier thanks to advanced tools on ProClient CRM that allow you to organize, filter, and locate what exactly you’re looking for.

Access everything you need to manage customers on one dashboard, including appointments, documents, email & text, auditing, billing, and more.

Best of all, you can add unlimited contacts and companies.

ProClient CRM
Flexible Record Linking

Flexible Record Linking

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.

Import Client Data

Import Client Data

Quickly import contact and account data from multiple sources, including spreadsheets, calendars, and other systems. ProClient’s import tool can detect your data type and provide matching options or use simple format.

Team Management

Team Management

Track and monitor 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 documents for heightened security and accountability.

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.