Contact management, campaign management as well as email and SMS tracking with an easy-to-use dashboard and many more features. FrontOfficeCRM integrates with ATX, Crosslink, Drake and Taxwise but can easily import data from many other tax companies as well. This is part of your FrontOffice solution.
Our dashboard allows you to see immediately how many Scheduled Emails, Scheduled SMS, Scheduled Calls and Scheduled Appointments you have for today. Contact Activities will show you all the current emails or SMS traffic to and from clients including appointments, birthday wishes or other events you have scheduled for today. The history allows you to go back as far you need.