Tax Season Under Control. Client Communication Automated.
It is March and every client wants their return status. CxTrack answers the status calls, chases the missing documents, and counts down every filing deadline for you.
Sound familiar?
The daily friction that quietly costs tax & accounting teams revenue.
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.
Real-world use cases
How tax & accounting businesses use CxTrack every day.
Tax Season Call Surge
It's March and your phone rings non-stop with clients asking 'What's the status of my return?' Your team can't prep returns and answer calls.
AI handles status inquiries automatically. Your team stays focused on preparation and filing.
Missing Document Chase
15 clients still haven't sent their T4s with the deadline 2 weeks away. You're manually emailing each one.
Quarterback flags all clients with missing documents. Bulk reminders go out via SMS and email in one click.
Year-Round Client Retention
After tax season ends, clients forget about you until next year. You lose them to competitors who stay in touch.
Automated quarterly check-ins and financial planning reminders keep your firm top of mind year-round.
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 run your tax & accounting business on CxTrack?
Contact us and we will scope exactly what to build and run for your business.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.