Free Trial
$0 FREE FOR 14 DAYS THEN PICK A PLAN
Full Access to ProClient Features
40 GB Storage
Up to 1,000 Contacts
1 User
Monthly Plan
$39 Per Month
Unlimited Document Storage
Up to 1,000 Contacts
1 User (Add Users for $9 Per Month)
Yearly Plan
$397 Per Year
100 GB Document Storage
Up to 1,000 Contacts
3 Users (Add Users for $9 Per Month)
Your tax and accounting office management has never been easier with ProClient.
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.
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.
