Secure Tax Office Management Software

ProClient understands that security is vital to any business. Data protection is a key priority for our team. ProClient maintains a set of industry standards and practices meant to ensure data security and safety.

Client Data Management System for Tax Professionals

Client data management is key to running your firm smoothly. It keeps everything from engagement letters to information exchanges ticking without a hitch. It’s what makes your invoicing, billing, and payment collection as seamless as possible.

Plus, it builds trust with your clients. They feel secure knowing their sensitive financial info is in professional hands. When you manage client data well, it not only cuts down on your admin tasks but also paves the way for your firm’s success and growth.

client data management
evolution data management

Evolution of Client Data Management

Before database management systems came along, customer data was tucked away in separate files and merged only during specific computing processes. But with the advent of these systems, everything got streamlined—data was not only organized but also interconnected, boosting both performance and decision-making ease.

As technology evolved, so did the need for tighter security and stricter data governance.
For example, in the healthcare world, the Health Information Portability and Accountability Act (HIPAA) was designed to shield medical records and other personal health information from misuse.

Nowadays, we lean on cloud data protection to ensure the safety of crucial customer information. Cloud providers adhere to a rigorous government standard for security known as FedRAMP. Yes, meeting FedRAMP requirements is expensive, but it’s a solid investment for securing customer data effectively.

Benefits of a Client Data Management System
for Tax Professionals

A good client data management system will not only keep your data secure in the cloud and compliant with the highest federal standards, it will accomplish the following:

Streamline Your Data

Data management systems can turn scattered client information into accessible insights. By consolidating data from various sources like CRMs and social media into one searchable database, tax professionals can easily access all necessary information without switching between platforms.

Ensure Compliance

Another benefit is how these systems simplify regulatory compliance. They provide a clear overview of where and how client data is stored and used, making it easier to meet federal security requirements. This organized approach reduces stress during audits and regulatory reviews.

Improve Client Relationships

Tax professionals will also find that these systems support personalized interactions by creating detailed client profiles. These profiles help tailor your approaches and marketing strategies, improving client retention and satisfaction.

Maintain High-Quality Data

Client database software for accountants prioritizes the relevance and quality of data. This focus allows you to keep only useful information, discarding redundant or irrelevant data to streamline operations and improve service quality.

Adapt to First-Party Data

As the industry shifts toward first-party data, these systems ensure you’re prepared. They facilitate the direct collection of client data, providing high-quality information that enhances client understanding and interaction.

Best Practices for
Client Data Management

Organizational Ownership

Start by determining who manages your client data. Often, this responsibility falls within specific departments like client services or directly on the shoulders of senior tax professionals. The appointed party oversees all data-related activities, ensuring cohesion and accountability in data management.

Collecting The Right Data

Identify the types of data your tax firm will collect. This usually includes basic identity and contact information, as well as more detailed financial data pertinent to tax services. Assess all potential data sources, such as direct client interactions, digital forms, and third-party financial services, to ensure comprehensive data collection.

Storing Data Strategically

Decide on a storage solution for your client data. While some prefer to use separate tools for different data types, centralizing data in a client data management system or a specialized tax software platform often enhances accessibility and collaboration across your team.

Security and Compliance

Security is paramount, especially with the sensitive nature of financial data. Ensure your storage solutions comply with industry standards such as those set by the IRS or other regulatory bodies. Implement robust security measures, including encrypted storage and secure access protocols, to protect client information.

best practices list

Maintaining Data Quality

Maintaining the accuracy and cleanliness of data is essential. Schedule regular data reviews and updates to correct inaccuracies and remove redundancies. Utilizing tools for data validation and enrichment can significantly aid in these efforts, ensuring your client data remains current and reliable.

Activating Data Across Tools

Lastly, identify how client data will be used within your tech stack. This includes integration with CRM systems, tax preparation software, and client communication tools. Effective data use enhances service delivery and client satisfaction, turning raw data into actionable insights for better decision-making.

How ProClient Helps With Client Data Management

The ProClient business tool for tax offices streamlines your business operations comprehensively. Along with data management, it can assist you with billing, scheduling, client communication, and more. Designed to save time and reduce costs, this system helps you minimize “administrivia” and maximize business growth.

Here are some of the key features:



ProClient CRM simplifies the complexities of client data management for tax professionals. It consolidates all client-related information—from appointments and documents to billing details—into one streamlined platform.

Key capabilities like robust scheduling ensure clients can book their own appointments, reducing the chances of double bookings and administrative errors. Moreover, this system synchronizes with existing calendars, making it easier to manage daily schedules without conflicts.

Another critical aspect of ProClient CRM is its focus on security. With SSL encryption and two-factor authentication, it ensures that sensitive client data is protected against unauthorized access. This not only secures information but also supports compliance with industry standards, providing reassurance to both clients and professionals.

With these features, ProClient CRM enables tax professionals to efficiently manage their client data, focus on their core services, and build stronger client relationships.

Client Portal

ProClient equips tax professionals with a powerful client portal that acts as a centralized hub for efficient client data management. This portal integrates various functionalities, allowing clients to interact with their financial data securely and conveniently. They can access documents, schedule appointments, and even handle payments—all within a unified environment

In terms of financial management, ProClient supports effective budgeting and invoice processes. You can generate professional invoices, manage payments, and even set up recurring billing directly through the portal. Your clients can access the portal at any time to review their financial transactions.

Furthermore, the ProClient Portal provides robust security measures such as two-factor authentication, which safeguards sensitive information. This feature is crucial for accountants handling confidential financial data. Clients and team members can securely exchange documents and data, reducing the risks associated with unsecured channels.

client portal
document management

Document Management

Tax grapple with complex data and documents daily, where missing a single detail can have significant consequences. ProClient streamlines how tax professionals manage these documents, ensuring everything from client contracts to financial records is securely stored and easily accessible.

The platform includes tools like version control and secure file sharing, which are critical for maintaining document integrity and security. These features allow you to track changes over time and ensure that only authorized personnel have access to sensitive information. Need to share documents with clients? ProClient makes it secure and easy, reinforcing client trust and compliance.

Moreover, ProClient streamlines collaboration within your team. With features like real-time updates and role-based access, your staff can efficiently manage documents from anywhere, boosting productivity and ensuring everyone is on the same page—literally.

Simplify Your Workflow with Our
User-Friendly Interface

Client data management might sound a bit complex, but ProClient makes it a breeze. Our software is designed with simplicity in mind. It’s straightforward, so you won’t need to spend hours on training. Just a quick tutorial and you’re set to go.

ProClient gives you the tools you need without the fuss. Whether you’re a solo tax pro or part of a big firm, this software fits right into your workflow. It’s packed with features that streamline how you manage client data—everything from scheduling to secure document storage to invoicing is just a few clicks away.

Plus, we’ve tailored ProClient to be as user-friendly as possible. The interface is clean and intuitive, making it easy for anyone to pick up quickly. This means less time figuring things out and more time doing what you do best: serving your clients efficiently and effectively.

Address Data Silos

Data silos are a common headache in many sectors, including tax services. They form when different departments within the same organization collect data but don’t share it. This lack of sharing often stems not from reluctance but from missing a coherent data governance or orchestration strategy. For instance, a tax firm might have its client services, auditing, and compliance departments all using different systems and datasets, leading to confusion and inefficiencies.

Imagine a scenario where your tax firm is trying to gauge client satisfaction. If your client-facing teams are using separate tools without integration, the auditing team might not see client feedback that could influence compliance procedures. Similarly, if the client services department identifies a frequent issue in client interactions that could be resolved with better software or processes, but doesn’t communicate this to the IT department, the problem persists unnecessarily.

With a client information management system for tax professionals, you can break down these barriers and ensure all teams have access to a unified view of client data. When everyone already knows the history and needs of a client from shared data, the client won’t need to repeat information, leading to a smoother, more personalized service experience. This integrated data system can help develop better tax planning strategies that align more closely with clients’ expectations and needs.

address data silos
greater accessibility

Enjoy Greater Accessibility Via Cloud

ProClient turns client data management into a breeze with its cloud-based setup. What does this mean for tax pros? You get to access your client details anywhere, be it during out-of-office meetings or on the go. This flexibility is a game-changer compared to traditional on-premises systems, offering you the speed and access needed to boost client service and responsiveness.

Moreover, ProClient gets that not all tax firms are cut from the same cloth. It lets you tweak and tailor its features to match the unique needs of your practice. Whether it’s customizing user access or adding specialized workflows, ProClient’s client information management system and other tools mold to fit your firm perfectly.

US-based Support for Peace of Mind

Sometimes, when you’re juggling client data, you might need a bit of help—perhaps when setting up new client profiles or adjusting security settings. ProClient offers US-based support that really understands the needs of tax professionals. You have access to specialists who are familiar not only with the software but also with the specific challenges you face.

This means quick and effective assistance is always available, whether you’re integrating complex client data or configuring detailed user permissions. Knowing you have a reliable support team ready to help can really ease the stress of managing client data.

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higher level security

High Level of Security

ProClient makes sure your client data is safe and sound. We use encryption and store data on Amazon AWS cloud servers. This means your client documents are secure and always available.

Also, ProClient meets PCI-DSS Level 1 standards for payment processing. This ensures that all payment transactions are secure and lowers the risk of data breaches. For tax professionals, this level of security helps maintain client trust and meets strict industry rules.

Is ProClient Suitable for Non-accounting Businesses?

ProClient might initially seem geared exclusively for tax professionals, but its broad range of functionalities extends well into various other sectors. Here’s a look at a few industries where client data management systems can be beneficial:

  • Retail businesses: Retail managers can streamline customer service and transaction management with ProClient. Its scheduling and document management features ensure smooth handling of customer interactions and sales processes.
  • Legal practices: Law firms benefit from ProClient’s secure document storage, which safely manages sensitive case files and client documents. This makes it easier for legal professionals to handle their caseloads.
  • Healthcare providers: ProClient supports healthcare providers by securely managing patient data and appointment scheduling. It also ensures compliance with healthcare regulations, all from one centralized platform.
  • Consulting firms: Consultants juggling multiple clients and projects will find ProClient invaluable for keeping organized. It facilitates efficient meeting scheduling and project document management, which improves client communication and detail tracking.

Efficiency Gains

Tax professionals often deal with heavy workloads, especially when managing scattered client data across various systems. This often leads to extended work hours and a disrupted work schedule as they try to stay organized and meet deadlines. ProClient addresses these challenges by centralizing client data management, significantly streamlining processes.

With ProClient, tax professionals can quickly access all client information in one place, automate data entry, and efficiently track client interactions. This reduces the time spent on administrative tasks, allowing them to focus more on client service and less on paperwork. As a result, they enjoy more predictable schedules and better personal time management.

Automation Benefits

Lacking a centralized, dependable data storage can lead to increased work and potential errors—something you definitely want to avoid, especially during peak times.

Enter automation. ProClient automates data management by offering an integrated solution that maintains accuracy across platforms, minimizes mistakes, and streamlines workflows. This integration saves you significant time during the busy season.

ProClient users can also import client data based on specific criteria and quickly generate and send customized tax proposals to multiple clients simultaneously. This boosts efficiency and improves service delivery by ensuring that all client interactions are personalized and precise.

Pair that with ProClient’s features for scheduling and automating the invoicing process, and you can cut down on administrative duties and free up time to focus on more value-added services.

ProClient SecuritySSL Report

All data communication via 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.

ProClient SecurityData Retention

ProClient software provides data storage using Amazon AWS cloud servers. Data backups are created on a daily basis. Your business location will determine the physical location of your data. Your data will be stored on US-based servers.

Your documents are stored encrypted and duplicated. Our data retention allows for your documents to be accessed for years to come. As long as you have an active account you and your clients will be able to access the stored documents.

Our software stores the minimum amount of data necessary to provide good quality of service. ProClient directly stores and handles customer data. For additional consumer protection, credit card details are stored and handled by a trusted service provider Payrix, a PCI-DSS Level 1 compliant developer platform.

ProClient SecurityPCI DSS Security

Credit card details are not kept by the ProClient software. ProClient only serves as a gateway for credit card information to be sent directly to our payment providers over a secure SSL connection. At no point is this data shared to ProClient, its developers or subscribers.

All payments made with credit cards get processed by Payrix, our PCI-compliant service partner.

ProClient SecurityPhysical Server Security

ProClient’s systems are housed on cloud servers managed by Amazon AWS, one of the leading providers of cloud computing solutions. Read the AWS security documentation to get a detailed picture of the data security network, infrastructure, solutions and system design offered by Amazon.


ProClient SecurityGramm-Leach-Bliley Act Compliance

Using the ProClient software will ensure complete compliance with the provisions of the Gramm-Leach-Bliley Act (GLBA). In accordance with the GLBA, ProClient safeguards the security and confidentiality of the data entrusted by your clients.

ProClient SecuritySecurity Order Processing

When you place orders on our websites or through our mobile applications, all of your order information, including your credit card number and delivery address, is transmitted through the Internet using Secure Sockets Layer (SSL) technology. SSL technology causes your browser to encrypt your order information before transmitting it to our secure server. SSL technology, an industry standard, is designed to prevent someone other than operators of our websites from capturing and viewing your personal information.

While we use industry-standard means to protect our websites and your information, the Internet is not 100% secure. The measures we use are appropriate for the type of information we collect. We cannot promise that your use of our websites or mobile applications will be completely safe. We encourage you to use caution when using the Internet. Online access to your personal information is protected with a password you select. We strongly recommend that you do not share your password and that you use unique passwords for all of your online accounts.

Try ProClient Free

If you are sick and tired of using what feels like a million business tools, it’s time to try our comprehensive management system.