Affordable & Transparent Pricing

Everything Your Business Needs To Thrive, All For An Affordable Price

ProClient’s comprehensive tax office management CRM is designed to save you money. Rather than paying for various disjointed business tools, ProClient offers you everything you need to be successful in a functional, user-friendly system.

We offer a free 14-day trial plus two affordable plans so that you can choose what makes the most sense for your business.

Your tax and accounting office management has never been easier with ProClient.

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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.


Data Retention

Data backups are created daily. Your business location will determine the physical location of your data. Your data will be stored on US-based servers.


Credit Card Protection

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


ProClient CRM

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.


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

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

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.

The Last Business Tool You'll Ever Need

The Last Business Tool You'll Ever Need

Start Your Free 14 Day Trial Today 

Everything you need is right here in our easy-to-use and highly customizable CRM.

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