Sample contact
Approved growth context- ContactVerified
- Last conversationToday
- ConsultationBooked
- ProposalPending
Tax & Accounting CRM isn't an add-on. It's the growth record behind your front office.See how it's set up for you →01 · RECORD 02 · INBOX 03 · PIPELINE 04 · DASHBOARD 01 · Pipeline management 02 · Contact management 03 · Relationship management 04 · Reminders & renewals 05 · Unified inbox 06 · Review collection & management IRS REPRESENTATION & TAX RELIEF CONVERSION & PROPOSALS REPUTATION & LOCAL DOMINANCE DATABASE MONETIZATION 01 02 03 04 05 06 07 08 01 02 03 OWNERSHIP See all questions →
TAX & ACCOUNTING CRM · THE FOUNDATION
One CRM. The single brain of your practice.
Front-office growth shouldn't run on founder memory, sticky notes, and fractured software while missed follow-ups cost you retainers. One managed Tax & Accounting CRM centralizes your approved CRM contacts and growth-history fields—connecting web intake, AI reception, and booking without touching your accounting files.
We configure the pipelines, migrate approved CRM contacts and growth-history fields, and manage the growth system with your team. REFERENCE FLOW
01
Traffic & SearchWebsite Lead Capture
02
AI Front OfficeReception & Speed-to-Lead
THE CENTRAL BRAIN
TAX & ACCOUNTING CRMApproved CRM Contacts · Pipeline · Unified Inbox03
Booked ConsultSynced Calendar · Reminders
04
Retention & ReviewChaser AI · Review Engine
ZERO PII LEAK
Configured growth workflows can share one approved CRM record.
THE REAL PROBLEM
Your growth process shouldn't run on memory.
Your practice didn't reach where it is by accident, but right now your front office is running on memory, scattered notes, and sheer adrenaline. An inquiry in Gmail. A voicemail on the office phone. A spreadsheet of advisory leads you meant to follow up with on Tuesday. Sticky notes on your monitor for engagement letters waiting on signature. Client texts on your personal cell, emails in Outlook, inquiries on LinkedIn—and zero shared visibility into your active growth pipeline.
It works—until the filing surge hits. A $5,000 advisory prospect waits two days for a reply and hires the firm down the street. An engagement renewal passes without a retainer adjustment. An unchased proposal quietly expires. You didn't lose that client because of your technical expertise; the opportunity leaked through the fractures of disconnected software. The Tax & Accounting CRM connects those front-office touchpoints without replacing the professional systems that hold client work.
A CRM should reduce the number of places your team checks—not become another empty login.
REFERENCE OPERATING VIEW
One record. One inbox. One pipeline. One dashboard.
Four connected views of approved growth data—not four places your team has to reconcile. The sample names and values below are illustrative.
Growth conversations
ILLUSTRATIVE · SAMPLE ACTIVITYWebsite form received
SMS follow-up sent
Call summary attached
See what needs attention
ILLUSTRATIVE · SAMPLE COUNTSNEW 8BOOKED 5PROPOSAL 3WON 2
See growth signals
Illustrative attribution viewREFERENCE GROWTH TIMELINEONE APPROVED RECORD
01Website captures leadSource context saved
02Enabled AI role respondsApproved summary can be logged
03Consultation bookedCalendar + pipeline can update
04Proposal status changesOpportunity stage can update
05Follow-up completedDashboard reflects the logged outcome
ONE GROWTH RECORD, CONFIGURED HANDOFFS VISIBLE
Approved growth workflows can share one record.
This is the difference between disconnected apps and a configured growth system. Captured leads, enabled AI actions, bookings, reviews, and approved follow-up can update the same front-office timeline while professional records remain elsewhere.
- The website can send captured leads and source context into the CRM.
- Enabled AI roles can read approved context and log actions or handoffs.
- The unified inbox can connect approved front-office channels per CRM contact.
- Reviews, approved reminders, proposals, and bookings can stay attached to the growth record.
Billing and accounting records remain in the professional systems your firm already uses.
Each connected workflow is configured and tested against the practice's approved scope.
WHAT IT DOES FOR YOUR PRACTICE
The benefit first. The capability second. Every time.
Below is what a configured Tax & Accounting CRM can support. Each block leads with the operational benefit, then states the capability and boundary underneath.
See prospects, deals, and the opportunities that need attention.
A visual pipeline of approved opportunities, with stages, values, and configured stage-based follow-up. See what's moving, what has gone quiet, and where your team should circle back.
One growth record per contact, every handoff visible.
Approved contact details, custom fields, tags, notes, and growth-workflow history in one place — the source of truth for prospect and front-office follow-up. Tax, accounting, payroll, portfolio, and existing-client documents remain in the professional systems your firm already uses.
Keep approved follow-up consistent.
Configured touchpoints, check-ins, and segmented nurture help your team stay visible between conversations and create a clearer path to renewal, referral, or the next relevant service.
Put recurring front-office dates on a visible cadence.
Approved engagement-renewal, annual-review, registration, and recurring-service reminders can run from configured triggers, with exceptions and professional deadlines kept under human control.
Supported growth conversations, one thread per contact.
Eligible calls, SMS, email, web chat, and other supported channels can be unified per CRM contact after provider availability, account permissions, consent, and channel-specific configuration are verified. Unsupported channels remain outside the unified inbox.
See the Unified Inbox →Build a more consistent review workflow.
Configured review requests can be sent at approved moments and routed to supported destinations, with AI-drafted replies available for human review. In this profession, credible reviews help prospects compare firms.
Configured Review AI can send an approved request and draft a reply; a human reviews anything sensitive.THE 9-STAGE REVENUE ARCHITECTURE
From Cold Inquiry to High-Retainer Client.
A CRM shouldn't just store contacts. It should propel prospects through every milestone of your engagement lifecycle:
01
Attract
02
Capture
03
Qualify
04
Book
05
Follow Up
06
Convert
07
Onboard
08
Retain
09
Expand
PURPOSE-BUILT FOR ACCOUNTING & TAX FIRMS
Pre-Configured Pipelines. Not a Blank Canvas.
Generic CRMs hand you an empty database and leave you to invent the workflows. Tax & Accounting CRM arrives configured with tested pipelines built around the real revenue events of CPA, tax, and accounting practices.
Tax Resolution & 8821/2848 POA Tracker
Qualify IRS debt volume, unfiled return status, and urgency before automating engagement and Power of Attorney signature chasing.
- 01 Inbound tax debt intake & automated qualification
- 02 Instant Form 8821 / 2848 e-signature dispatch
- 03 IRS transcript request & case milestone notifications
- 04 Retainer billing reminders & resolution progress updates
Closer AI Proposal Chasing Cadence
Never let a sent fee quote or engagement letter go cold. A respectful, multi-channel follow-up cadence that drives retainers to signature.
- 01 Engagement letter generated & tracked in CRM
- 02 Day 2 automated check-in with FAQ breakdown
- 03 Day 5 practitioner escalation if unopened
- 04 Retainer agreement secured and onboarding initiated
Review AI Milestone Harvesting Engine
Ask for 5-star Google reviews when client delight is highest—after a refund is secured, an audit is closed, or books are finalized.
- 01 Milestone trigger logged in growth record
- 02 Frictionless SMS & email review invite sent
- 03 Direct routing to Google Business Profile
- 04 AI-assisted response drafting for firm review
Dormant-Client Tax-to-Advisory Reactivation
Re-engage past tax prep clients and turn one-off filings into profitable, year-round monthly accounting and advisory retainers.
- 01 Segment dormant contacts from past tax seasons
- 02 3-part consultative advisory re-engagement sequence
- 03 Instant calendar booking on practitioner schedules
- 04 New advisory retainer pipeline populated
WORKFLOWS & AUTOMATION
A configured next step can follow an approved trigger.
The CRM can turn approved events into workflows for follow-up, reminders, assignments, and reporting, with exceptions, approvals, escalation, and stop rules defined before launch.
TRIGGERNew website lead
→ACTIONCreate record
→ACTIONRespond + assign
→OUTCOMEPipeline updated
ILLUSTRATIVE ATTRIBUTION FLOW
Connect a lead source to its logged pipeline outcome.
Google38 leads
Consultations17 booked
Engagements9 signed
RevenueVisible
The example values illustrate a configured dashboard; they are not PGT or client performance claims.
CONNECTED GROWTH WORKFLOWS
The front-office tools around the pipeline—configured as one system.
Beyond contacts and opportunities, the CRM can connect approved booking, reminders, forms, reporting, reputation, mobile, and portal workflows around the growth record.
Calendars & booking
Seamlessly syncs real-time availability, coordinates automated SMS/email confirmations, slashes no-shows with polite reminders, and handles reschedules automatically.
Payment follow-up & proposals
Accelerates engagement-letter sign-offs with e-signatures, sends automated invoice and retainer reminders, and attaches supported payment links. Billing and accounting records remain in the professional systems your firm already uses.
Forms, surveys & funnels
Professional intake questionnaires and discovery funnels that capture tax and advisory prospect details, feeding high-value fields directly into your growth pipeline.
Workflows & automation
Configured triggers launch prompt follow-up sequences, assign tasks to team members, and route high-priority referrals with defined human escalation and stop conditions.
Reporting & dashboards
Real-time visibility into lead sources, conversion rates, and acquisition costs—so you know exactly which referral sources and marketing channels deliver the highest-margin clients.
Reputation & local listings
Protects and expands your local 5-star reputation with automated Google Business Profile review requests and directory synchronization across 70+ local citations.
Mobile app
Manage client communications, review live opportunities, and approve AI-drafted responses on the go from your phone—whether you're between client meetings or outside the office.
Client portal
Where supported and configured, a portal provides approved booking, payment-link, signature, and messaging actions with a clean branded interface.
YOUR PRACTICE, WHEREVER YOU ARE
The system is central. Your access is mobile.
Monitor and act from anywhere. Reply to a message, check a pipeline, approve an AI-drafted response, book a consult, or send an approved payment link from your phone between meetings. Real-time notifications keep the team informed without chaining anyone to a desk.
One clean inbox and one pipeline — in your pocket.ILLUSTRATIVE MOBILE VIEW · SAMPLE DATA
Practice overview
14open leads6booked
New conversationReply
Proposal approvalReview
Reminder replyView
THE DIFFERENCE
You're not buying a login and a manual. You're buying a configured growth system.
Most CRM companies hand you an empty account and a stack of tutorials. The tool only helps after the pipelines, fields, permissions, and workflows reflect how your team actually handles growth.
PGT builds those pipelines, approved fields, automations, templates, and supported integrations for your practice, migrates the CRM contacts and growth-history fields you approve, and keeps the configured growth system tuned with your team.
Configured, not handed over
Pipelines, approved fields, and workflows built around your front-office growth process.
Migrated, not started from scratch
Approved CRM contacts and growth-history fields come with you.
Managed, not abandoned
A real PGT team monitors and tunes the configured growth workflows. If something needs attention, a human is behind it.
Your growth records. Your data.
Your firm owns the approved CRM contacts, conversations, opportunities, and growth-history fields held in its account.
THE FOUNDATION UNDER THE GROWTH SYSTEM
The CRM connects the buyer journey.
01
AI Websites
Captured leads can enter the growth record with their approved source context.
Explore AI Websites →02AI Assistants
Configured AI roles can read approved context and log actions or handoffs.
Meet the AI team →03Social + Unified Inbox
Approved front-office channels can share one thread per CRM contact.
See the inbox →REFERENCE SYSTEM · VISIBLE SURFACES
From “buried in an inbox” to a visible growth pipeline.
The diagrams show how approved contacts, conversations, opportunities, and reporting can share one configured operating surface. They are reference workflows, not live client data.
The Reception AI demo is the verified live assistant experience; CRM logging and handoffs depend on the deployed channel and configured workflow.
Talk to Reception AI →Results vary by practice, market, implementation, and starting point. We show the operating model, not guaranteed outcomes.See all results →QUESTIONS PRACTICES ASK
Know how the system works before it becomes yours.
Do I have to migrate off the tools I already use?
No. The CRM connects to approved front-office channels, calendars, and workflow signals while your firm keeps its accounting, tax, payroll, portfolio, and professional records in the systems selected for that work. We migrate only the CRM contact and growth-history fields your firm approves.
Does the CRM need our accounting or tax records?
No. The CRM supports contacts, conversations, opportunities, booking, reminders, reviews, and operational handoffs. Tax returns, accounting records, payroll files, financial statements, portfolio data, and existing-client documents remain in the professional systems your firm already uses.
Will my staff have to learn complicated software?
No. We set it up, run it, and optimize it for you. Your team works from one clean inbox and one pipeline — not a manual. The mobile app means they can do it from anywhere.
Can it handle tax-season volume?
The CRM can be configured for seasonal and annual cycles, including approved intake, reminders, and renewal workflows. Capacity, channels, exceptions, and escalation rules are tested against the practice’s expected volume before launch.
Who owns the data?
You do. The approved CRM contacts, conversations, opportunities, and growth-history fields in your account are practice-owned. We configure and manage the system on your behalf; your firm controls what belongs in the growth CRM.
What does it cost?
It is tailored to your practice — a setup investment plus a monthly retainer for the build and ongoing management. We map the right scope and exact pricing on your strategy call.
ONE SYSTEM · ONE NEXT STEP
Stop running your growth process from memory.
Book a 20-minute strategy call and we'll map how one configured Tax & Accounting CRM can organize the approved contacts, conversations, opportunities, and follow-up around your buyer journey—while professional client records stay in the systems selected for that work. You'll walk away with a clear plan whether or not we work together.
No pressure. No obligation. A plan you can use either way.