Client Relationship Manager
CRM made easy for you, your staff, and your clients.
Features
Client Information Database
Quickly and easily access all your clients’ information with Total Accounting Office‘s helpful database. Find names, emails, phone numbers, addresses, and more with the click of a button, instead of spending all day searching. Plus, get tax transcripts from the IRS whenever you need them.
Client Services
We’re not just focused on what helps you, but also how you can help your clients.
Payroll Processing – an easy-to-use dashboard with client calendar. Simple way to pay client taxes.
Online bookkeeping program – with wholesale pricing. An accountant pays one price and decides what to charge their client. They can even give it away for free as part of their services.
Secure Portal
Safely exchange important documents with the secure portal from Total Accounting Office. You, your staff, and your clients all get unique logins and passwords, so they only see what they need to see. Top-notch data encryption means you don’t have to worry about sensitive information getting into the wrong hands.
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