TaxPro Suite
Suitedash for Tax Pros
Transform Your Tax Practice with Our Custom Suitedash CRM Solution, TaxPro Suite
Streamline Your Workflow and Enhance Client Management
As a tax professional, you understand the importance of efficiency and precision. Our SuiteDash workflow systems are designed specifically for CPAs, EAs, and tax pros like you, offering robust CRM solutions that streamline your workflow, improve client management, and enhance your overall productivity.
1040 TaxPro Suite
This system is designed for Individual tax, which includes wage earners and/or self-employment. The system includes: unlimited clients, automations, (2) tax organizers, tax agreement, centralized file storage, automated email templates, internal emails, project management and more.
Advanced TaxPro Suite
This system is designed for Individual tax and Corporate tax . The system includes: unlimited clients, automations, (7) tax organizers, tax agreements, centralized file storage, automated email templates, internal emails, project management and more.
Service Bureau TaxPro Suite
This system is designed for Service Bureaus. You can provide valuable resources, courses and information to your EROs and PTIN holders in one centralized location. The buildout includes onboarding forms, contract agreement, software links, important tax links and resources.
Why Choose Us
Industry expertise
We specialize in creating customized SuiteDash CRM systems tailored specifically for tax professionals, ensuring relevance and effectiveness.
Comprehensive Service
We provide end-to-end implementation, from consultation and customization to training and support, for a seamless integration.
Cutting-Edge Features
Benefit from advanced automation, customizable templates, and centralized file storage designed to streamline your operations.
Unmatched Support
Enjoy ongoing training, dedicated customer service, and top-tier security for secure and efficient client data management provided by Suitedash.
Proven Track Record
Our satisfied clients attest to our professionalism, integrity, and the positive impact our solutions have had on their productivity and client satisfaction.