Connected client profiles
Link individuals, businesses, partnerships, trusts, households, ownership structures, and related entities.
CRM software for tax practices
One connected client record. Every relationship and workflow.
Practice 360 connects client profiles, entities, documents, conversations across channels, questionnaires, tasks, approvals, and work history—so your clients and workforce operate from the same context.
Use the built-in Practice 360 CRM or continue with a supported CRM your firm already trusts.
Client 360 · Jack MillerAUTHORIZED ACCESS
JM
Jack MillerIndividual · 3 connected entities · Client since 2021
Active work2025 Return
Questionnaire12 of 14 complete
Next actionReview due Friday
Calls · Email · SMS · WhatsApp · Questionnaires · Documents · Approvals · Delivery
One client. Complete context.
See the whole client relationship—not scattered pieces of it.
Give every authorized professional the client, entity, communication, document, and workflow context needed to move work forward.
Conversations across channels
Keep phone, email, SMS, WhatsApp, Facebook, web chat, and staff notes connected to the client record.
Documents and work history
Organize returns, notices, plans, source documents, tasks, approvals, delivery, and follow-up by client.
Client questionnaires built into the workflow
Start with a proven questionnaire—or build exactly what your firm needs.
Send ready-to-use questionnaires for common tax workflows, customize them for your process, or create a new questionnaire from scratch. Client answers and uploaded documents return to the connected client record, ready for your team to review and act on.
Prebuilt questionnairesStart quickly with templates for common client and tax workflows.
Custom questionnaire builderCreate firm-specific questions, sections, instructions, and required responses.
Smart conditional questionsShow relevant follow-up questions based on earlier client answers.
Tracking and remindersSee completion status and follow up on missing answers or documents.
Choose template → Customize → Send → Track → Review → Move answers into the workflow
2025 Individual Tax OrganizerCLIENT RESPONSE · 86%
Did you receive income from a new source?Answer: Yes · Follow-up questions displayed
Upload related tax documents3 documents attached · 1 item still requested
Did your household, address, or dependents change?Answer: No · No additional questions required
12 of 14 required answers completeSend reminder
Client management built around tax work
Connect the client, your workforce, and every step of the engagement.
Practice 360 turns the CRM into the operating context shared by preparation, planning, notice response, front desk automation, and professional review.
Client and entity intelligence
Maintain a structured picture of every client relationship.
- Individuals, households, businesses, and trusts
- Entity relationships and ownership
- Filing, election, notice, and planning history
One conversation history
Keep supported channels and staff interactions together.
- Phone, email, SMS, and web chat
- WhatsApp, Facebook, and social messaging
- Templated email campaigns and mass follow-up
Connected workforce
Give each person the context, ownership, and status needed for their role.
- Assignments and due dates
- Role-based access and handoffs
- Review, approval, and sign-off
Complete engagement history
Carry the matter through delivery and the next opportunity.
- Documents, invoices, and payments
- Client delivery and acknowledgements
- Recurring work and advisory follow-up
Estimated Tax Payment ReminderSCHEDULED CAMPAIGN
To: 284 selected clients · Personalized with client fieldsHi {{first_name}}, your next estimated tax payment is approaching.
Use your firm’s approved template, personalize the message, include the relevant action or document link, and schedule coordinated follow-up.
284RECIPIENTS
96%DELIVERED
41RESPONSES
Templated email campaigns and mass follow-up
Reach the right clients with the right message—without writing every email again.
Create reusable firm-approved email templates, select the appropriate client segment, personalize each message, and schedule campaigns or follow-up sequences from the connected CRM.
- Custom templates with client and firm merge fields
- Targeted lists based on client, entity, service, status, or workflow
- Scheduled sends, reminders, and multi-step follow-up
- Delivery, response, and engagement tracking
- Communication history and opt-out preferences retained with the client
Client intelligence your team can act on
Everything the professional needs, organized around the client.
Practice 360 preserves context as work moves between the front office, preparers, reviewers, advisors, and partners.
Client, household, and entity relationships
Documents and conversations across supported channels
Current status, assignments, deadlines, and open items
Professional review, approvals, sign-off, and delivery history
Jack Miller · Client recordCONNECTED
Summit Collective LLC
Northstar Assets LLC
Appointment confirmedFront Desk
Return ready for reviewPrep
Planning opportunity assignedPractice 360
Client delivery pendingPartner sign-off
Choose the CRM path that fits your firm
Keep your existing CRM—or begin with the CRM built into Practice 360.
Keep your current CRM
Connect the systems your team already knows.
Continue using a supported external CRM while Practice 360 connects client context to planning, notices, review, and professional workflows.
- Preserve familiar client-management processes
- Connect workflows where integration is supported
- Add Practice 360 capabilities in phases
Built-in Practice 360 CRM
Start with connected client management.
Manage client profiles, entity relationships, documents, communications, assignments, status, approvals, and follow-up in the same platform.
- Client, household, and entity records
- Tasks, ownership, and work history
- Documents, communications, and approvals
Tax practice CRM FAQs
Questions firms ask about connected client management.
What is a tax practice CRM?
It is client relationship management software organized around the people, entities, documents, communications, tasks, and professional workflows of a tax practice.
Can we keep our existing CRM?
Yes. Your firm can retain a supported existing CRM and connect it where integration is available, or use the CRM built into Practice 360.
Does it connect related individuals and entities?
Practice 360 is designed to link households, businesses, partnerships, trusts, ownership relationships, and related tax work.
Can it retain conversations across channels?
Supported phone, email, SMS, web chat, WhatsApp, Facebook, appointment, and staff interaction history can be associated with the client context.
How does the CRM connect to tax workflows?
The client record can provide shared context for Automated Tax Prep, tax planning, IRS notice response, TaxAutomate AI Front Desk, reviews, approvals, and delivery.
Can access be limited by role?
Practice 360 is designed around authorized access so professionals and staff see the client information appropriate to their responsibilities.
Connect every client relationship to the work your practice delivers.
Tell us how your firm manages clients, entities, communications, documents, and assignments today. We’ll show you the built-in CRM and supported integration path.
Connect clients and related entitiesUnify communication and work historyKeep your CRM or use ours