Sound Familiar?
How CxTrack Solves It
Pre-configured for tax & accounting teams. Ready to use from day one.
Engagement Pipeline
Track every client from Document Collection through Preparation, Review, Filing, and Follow-Up.
AI Voice Agent
Answers client calls about filing status, schedules consultations, and reminds clients to submit outstanding documents.
AI Quarterback
Flags approaching deadlines, clients with missing documents, and overdue invoices automatically.
Deadline Tracking
Built-in awareness of tax deadlines with countdown alerts and bulk notification capabilities.
Your Pipeline Stages
Stages are fully customizable. This is the starting template.
Your CRM Speaks Tax & Accounting
Tax & Accounting FAQs
Can the CRM track document submission status per client?
Yes. Each client record shows which documents have been received and which are outstanding, with automated reminders for missing items.
Does it handle different filing deadlines?
Yes. You can set custom deadline dates per engagement type and the pipeline will flag approaching deadlines via AI Quarterback.
Can I bulk-notify clients?
Yes. Omnichannel inbox supports bulk SMS and email to notify clients about deadlines, document requests, or filing status updates.
Ready to Transform Your Tax & Accounting Business?
Start free. AI Quarterback and your industry template activate immediately.
Stop Guessing. Start Automating.
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