Overview

As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seems like we have to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. This is why TaxFlow was created: a tool to help you organize your tax return client list, without all the baggage of a traditional CRM. We believe that usually, the simplest fix is the best fix. We want to help you serve your client’s in the way that works best for everyone - simply and effectively.