Client CRM
One reliable record for every client — contacts, entities, tax years, services, documents, tasks, and history, connected instead of scattered.
Instead of piecing a client's story together from spreadsheets, inboxes, and shared folders, TPP gives your firm one client record that everyone on the team reads from and writes to — so the answer to "where do things stand with this client" is always current.
| Client | Tax Year | Status | Assigned | Portal | Last Activity |
|---|---|---|---|---|---|
| Nguyen, Sofia· Individual | 2025 | Signature Requested | Priya Shah | Active | Yesterday |
| Horizon Dental PLLC· S-Corp | 2025 | Client Review | Daniel Ortiz | Active | 2 days ago |
| Northstar Studio LLC· Partnership | 2025 | Internal Review | Priya Shah | Not Activated | 4 days ago |
| Thompson, Maya· Individual | 2025 | E-Filed | Daniel Ortiz | Active | 1 week ago |
| Reyes Family Trust· Trust | 2025 | Accepted | Priya Shah | Active | 2 weeks ago |
How it works
Create a client record with their entity type, contact details, and the services your firm provides them.
Set the preparer, reviewer, and any other staff responsible for this client's work.
Documents, tasks, messages, appointments, and returns all link back to this one client — nothing lives in a separate system.
Open a client and see their current tax year, outstanding items, and recent activity in one view.
Key capabilities
A real tax-practice scenario
Imagine your firm serves 300 individual clients during filing season, and a client calls asking about their return.
Instead of searching three systems, you open their record in TPP and immediately see their assigned preparer, current return status, outstanding documents, and the last message exchanged — no transferring the call, no digging through email.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
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Build a workflow template once, then apply it to every return of that type — with dependencies, owners, and automation built in.
Learn more →Secure messages, email, and client history — all in the context of the return, document, or task they're about.
Learn more →Request, receive, organize, review, and retain client documents — without a single attachment lost in an inbox.
Learn more →Explore the connected workspace
30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.