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It\u2019s important for the current accounting firm to be able to rely on a sophisticated platform<\/span><\/a> that combines powerful automation, integrations, and synced communication methods so that every client interaction is managed to the same high standards as the accounting services offered.<\/p>\n <\/p>\n \u00a0<\/p>\n There are a large number of CRM platforms to choose from, but a select few rise to the top. With so many features and different pricing models, we\u2019ve put together this comparison of the best CRM for tax firms to help you make this critical choice for your team.<\/p>\n \u00a0<\/p>\n Tax firms are always in need of finding ways to improve operations and uncover new efficiencies<\/span><\/a> wherever possible. Some of the main features<\/span><\/a> the top CRM platforms offer include:<\/p>\n \u00a0<\/p>\n Canopy, Karbon, and TaxDome are three of the best tax CRM options for accounting firms, feature-for-feature. Since they share many of the same benefits, here\u2019s a look at each platform\u2019s unique qualities.<\/p>\n Canopy stands out<\/a> for making centralized client data and communication management easy for any sized\u00a0 accounting firm. It is considered the best CRM for tax and accounting professionals who need to enhance their operational efficiency with an intuitive, customizable dashboard, and manage all clients, contacts, emails, groups, and individual client projects.\u00a0<\/p>\n \u00a0<\/p>\n Canopy\u2019s feature set is robust enough to follow small firms on the upward rise as they scale to larger, more complex workflows. One way Canopy\u2019s model is designed to explicitly answer the needs of smaller firms is by making all of its core CRM features available for unlimited users. This allows Canopy\u2019s complete end-to-end features to extend CRM duties to include everything expected from a practice management system<\/span><\/a>.<\/p>\n \u00a0<\/p>\n When compared to its top competitors, Canopy is the only CRM that offers all of the same expansive features and add-on options while making the foundational features available to any number of users. Extra features can be added as firms grow, per user, on a monthly basis, making it clear its model is to only add additional costs at the exact rate of a firm\u2019s growth.<\/p>\n \u00a0<\/p>\n While Karbon places an emphasis on its webinars and other industry resources, Canopy also offers webinars led by industry experts, Ebooks<\/span><\/a>, and similar resources.<\/p>\n \u00a0<\/p>\n TaxDome is another CRM for tax professionals that makes the short list with Canopy and Karbon, not only for the expected features found from all three platform options, but its package options make TaxDome one of the best all-in-one practice management platforms.\u00a0<\/p>\n \u00a0<\/p>\n TaxDome\u2019s wide range of features distinguishes its model from lesser CRM offerings that didn\u2019t make the list, but you will find they\u2019re also available with Canopy and Karbon.\u00a0<\/p>\n \u00a0<\/p>\n The biggest standout for TaxDome compared to Canopy and Karbon is their tiered packaging. Its pro-level plan incorporates custom website options and automatic workpaper assignments that have become an important element in helping smaller firms grow, and the top-tier plan adds a higher level of client support.<\/p>\n \u00a0<\/p>\n TaxDome locks in per-user pricing based on a 3-year contract commitment, where Canopy\u2019s pricing is month to month and Karbon saves users the most with a 1-year commitment.<\/p>\n \u00a0<\/p>\n Like the other top competitors, Karbon integrates other tax management tools to pull in client details and coordinate information about each unique client without duplicating the same information in multiple programs.<\/p>\n \u00a0<\/p>\n Karbon\u2019s standout features extend beyond its CRM platform, with their offered training, paid individualized support, webinars, an industry magazine, newsletter, and more.<\/p>\n \u00a0<\/p>\n Karbon\u2019s price model is more expensive if paid month to month rather than yearly, but is based on a per-user model like TaxDome.<\/p>\n \u00a0<\/p>\n \u00a0<\/p>\nWhat Are the Core Features to Look for in the <\/span>Best CRM for Tax Firms<\/span>?<\/span><\/h2>\n
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Comparing the Top 3 <\/span>Tax CRM Software<\/span> Options<\/span><\/h2>\n
Canopy<\/span><\/h3>\n
TaxDome<\/span><\/h3>\n
Karbon<\/span><\/h3>\n
Side-By-Side Feature and Price Comparison<\/span><\/h2>\n