{"id":62061,"date":"2025-07-02T10:32:06","date_gmt":"2025-07-02T15:32:06","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=62061"},"modified":"2025-07-02T10:32:07","modified_gmt":"2025-07-02T15:32:07","slug":"impact-of-crm-portal-and-pm-software","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/","title":{"rendered":"Impact of CRM, portal, and PM software"},"content":{"rendered":"\n<p>Does it ever feel like you\u2019re doing everything except actual tax and accounting work?<\/p>\n\n\n\n<p>Chasing down documents. Managing endless to-do lists. Sending the same \u201cJust checking in on this &#8230;\u201d email. Juggling tasks across six different apps.<\/p>\n\n\n\n<p>When you got into this profession, you probably expected some admin busywork. Sure, it comes with the territory, but if you&#8217;re like most tax pros, you\u2019re surprised\u2014and maybe even overwhelmed\u2014by just how much of your day <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/why-low-value-work-clogs-your-workflow\/\">gets eaten up by these tasks<\/a>.<\/p>\n\n\n\n<p>At some point, you\u2019ve probably asked yourself: Isn\u2019t there a better way to run this business I\u2019ve worked so hard to build?<\/p>\n\n\n\n<p>There is. And it starts with three essential tools: your CRM (Customer Relationship Management) system, <a href=\"https:\/\/www.smartvault.com\/product\/client-portal\/\" target=\"_blank\">client portal<\/a>, and practice management software.<\/p>\n\n\n\n<p><strong>They handle most of the busywork, so you can get back to the work that lights you up:<\/strong> Solving complex problems, supporting your clients, and <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/tag\/tax-advisory\/\">offering advice<\/a> that makes a real difference in their lives; the work that encouraged you to get into the profession in the first place.<\/p>\n\n\n\n<p>In this article, we\u2019ll break down what each system does, why it matters, and how the right tech stack can help you build a more efficient, scalable, and client-friendly firm.&nbsp;<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\"><strong>CRM: Stay organized and proactive<\/strong><\/h1>\n\n\n\n<p>Your CRM keeps track of every detail, touchpoint, and follow-up so you don\u2019t have to. Client notes, emails, contact info, proposals, and even birthdays; it\u2019s all stored in one place, ready when you need it.<\/p>\n\n\n\n<p>No more digging through inboxes, searching spreadsheets, or forgetting to follow up on that prospect who said, \u201cLet\u2019s talk after tax season.\u201d<\/p>\n\n\n\n<p><strong>A good CRM takes busywork off your plate by:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatically logging interactions and reminders so nothing gets missed.<\/li>\n\n\n\n<li>Segmenting your client base for smarter, targeted outreach.<\/li>\n\n\n\n<li>Tracking every lead, proposal, and conversion in your pipeline.<\/li>\n\n\n\n<li>Triggering automated email campaigns and seasonal check-ins.<\/li>\n<\/ul>\n\n\n\n<p>During tax season, your CRM helps you stay focused on client delivery instead of digging through emails, wondering who\u2019s overdue, or trying to remember who you last spoke with. During the rest of the year, a CRM keeps you top of mind with relevant communication that builds loyalty and opens the door to new services.<\/p>\n\n\n\n<p><strong>Busywork it replaces:<\/strong> Follow-up emails, pipeline tracking, calendar reminders, and lead nurturing.<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\"><strong>Client portal: Deliver a collaborative, modern experience<\/strong><\/h1>\n\n\n\n<p>Let\u2019s talk portals. Clients expect digital convenience, now more than ever. They want secure, 24\/7 access to upload documents, view returns, sign engagement letters, and do more on their own time, from any device and from wherever they\u2019re located. A modern client portal such as <a href=\"https:\/\/www.smartvault.com\/product\/client-portal\/\" target=\"_blank\">SmartVault<\/a> delivers just that.<\/p>\n\n\n\n<p>In fact, a portal isn\u2019t just a nice-to-have any longer. If you can\u2019t offer your clients this level of convenience, they\u2019ll seek another firm that can.<\/p>\n\n\n\n<p><strong>A purpose-built portal eliminates busywork by:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatically organizing client documents into the right folders.<\/li>\n\n\n\n<li>Sending out templated document requests; no need to write a new list for every client.<\/li>\n\n\n\n<li>Tracking real-time activity so clients don\u2019t keep asking \u201cAre we done yet?\u201d<\/li>\n\n\n\n<li>Offering self-service access to prior-year returns, so you don\u2019t have to dig them up.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"411\" height=\"555\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/Boscia-TPC-2.jpg?w=411\" alt=\"Accountant spotlight: Nick Boscia, CPA, EA Vertical\" class=\"wp-image-55139\" style=\"width:178px;height:auto\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/Boscia-TPC-2.jpg 411w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/Boscia-TPC-2.jpg?resize=111,150 111w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/Boscia-TPC-2.jpg?resize=222,300 222w\" sizes=\"auto, (max-width: 411px) 100vw, 411px\" \/><\/figure>\n<\/div>\n\n\n<p>For Nick Boscia, EA, CPA, requiring clients to upload their source docs through a portal was a \u201cgame-changer.\u201d This process improvement, <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/accountant-spotlight-nick-boscia-cpa-ea\/\">according to Nick<\/a>, \u201csignificantly [reduces] the administrative burden and [streamlines] operations.\u201d Nick\u2019s firm has since doubled their client base while improving work-life balance across his team. In fact, it\u2019s so streamlined that Nick regularly steps away for multi-week vacations.<\/p>\n\n\n\n<p>SmartVault is available for Intuit\u00ae <a href=\"https:\/\/accountants.intuit.com\/tax-software\/lacerte\/\">Lacerte\u00ae Tax<\/a> and <a href=\"https:\/\/accountants.intuit.com\/tax-software\/proseries\/\">ProSeries\u00ae Tax<\/a>, and will soon be available for <a href=\"https:\/\/accountants.intuit.com\/tax-software\/tax-online\/\">ProConnect\u2122 Tax<\/a>\u2014Nick isn\u2019t an outlier. Many firms using client portals report a significant (up to 75% for some) reduction in phone calls and follow-up emails because clients have what they need, when they need it. The best part? Using it feels effortless for clients <em>and<\/em> for your team.<\/p>\n\n\n\n<p><strong>Busywork it replaces:<\/strong> Chasing documents, fielding status update calls, searching for prior-year files, manually sorting documents, and files scattered across apps and computers.<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\"><strong>Practice management software: Run your firm better<\/strong><\/h1>\n\n\n\n<p>If the CRM manages relationships and the portal manages collaboration, your practice management software runs the actual operations. It\u2019s the system that keeps everything (and everyone) moving forward.<\/p>\n\n\n\n<p>Without it, you\u2019re left juggling priorities, constantly reacting instead of executing with purpose.<\/p>\n\n\n\n<p><strong>Practice management software clears out busywork by:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assigning tasks automatically based on workflows you define once.<\/li>\n\n\n\n<li>Tracking progress and deadlines without needing constant check-ins.<\/li>\n\n\n\n<li>Standardizing how work is done, so your team isn\u2019t reinventing the wheel.<\/li>\n\n\n\n<li>Centralizing team communication so everything lives in one place.<\/li>\n<\/ul>\n\n\n\n<p>Whether you&#8217;re solo or managing a growing team, this software lets you stop guessing, start delegating, and actually plan your workload instead of constantly reacting to it.<\/p>\n\n\n\n<p><strong>Busywork it replaces:<\/strong> Team check-ins, manual task assignment, deadline tracking, and spreadsheet-based project management.<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\"><strong>Bringing it all together: The power of integration<\/strong><\/h1>\n\n\n\n<p>The magic happens when your CRM, portal, and practice management systems work in harmony rather than as isolated tools. Consider a typical client lifecycle: Your CRM identifies a prospect, nurtures them through automated communications, and converts them to a client. The practice management system creates the engagement, assigns resources, and manages deadlines. The client portal facilitates secure document exchange and maintains ongoing communication.<\/p>\n\n\n\n<p>No more duplicate data entry. No more \u201cdid anyone follow up with the Smiths?\u201d No more wondering where that important document went. Integration creates a seamless client experience while making your life significantly easier.<\/p>\n\n\n\n<p>As Nick shared <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/shopping-for-new-tax-software\/\">in a recent interview<\/a>: \u201cWe integrate Lacerte with SmartVault for secure document management, and use our practice management tool to manage workflows. When these systems talk to each other, our processes become exponentially more efficient\u2014allowing us to complete more returns in less time without burning out the team.\u201d<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\"><strong>Choosing the right systems for your firm<\/strong><\/h1>\n\n\n\n<p>Success depends on selecting solutions built specifically for tax and accounting firms. Generic business software rarely addresses the unique compliance, security, and workflow requirements of tax and accounting practices. Look for vendors who understand your industry&#8217;s seasonal patterns, regulatory requirements, and integration needs.<\/p>\n\n\n\n<p>Consider scalability, <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/why-soc-2-type-2-compliance-matters-for-accountants\/\">security compliance<\/a>, and the vendor&#8217;s commitment to ongoing development in the accounting space. The best solutions grow with your practice while maintaining the specialized features that make them valuable.<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\"><strong>Final thoughts: More than just tools<\/strong><\/h1>\n\n\n\n<p>The firms thriving today aren&#8217;t necessarily the largest or most established; they are the ones that see technology as more than just tools. Instead, they are investments in getting back to the work that lights them up: strategic conversations, complex problem-solving, and those breakthrough moments when they help a client see a path forward they didn&#8217;t know existed.<\/p>\n\n\n\n<p>Ready to implement a tech stack that can do that for your firm? Start with your portal. <a href=\"https:\/\/accountants.intuit.com\/tax-accounting-workflow-software\/smartvault\/\">Discover your options<\/a> and see how we can help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.<\/p>\n","protected":false},"author":144649143,"featured_media":62072,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807,45875901],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041957],"class_list":["post-62061","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Impact of CRM, portal, and PM software - Tax Pro Center | Intuit<\/title>\n<meta name=\"description\" content=\"Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Impact of CRM, portal, and PM software - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-02T15:32:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-02T15:32:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jonathan Young\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jonathan Young\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/\"},\"author\":{\"name\":\"Jonathan Young\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b7325aeb43eb4709d92ef24bf34e4af0\"},\"headline\":\"Impact of CRM, portal, and PM software\",\"datePublished\":\"2025-07-02T15:32:06+00:00\",\"dateModified\":\"2025-07-02T15:32:07+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/\"},\"wordCount\":1155,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg\",\"articleSection\":[\"Practice Management\",\"Workflow tools\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/\",\"url\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/\",\"name\":\"Impact of CRM, portal, and PM software - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg\",\"datePublished\":\"2025-07-02T15:32:06+00:00\",\"dateModified\":\"2025-07-02T15:32:07+00:00\",\"author\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b7325aeb43eb4709d92ef24bf34e4af0\"},\"description\":\"Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.\",\"breadcrumb\":{\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage\",\"url\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg\",\"contentUrl\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg\",\"width\":1440,\"height\":600,\"caption\":\"Human resource management, HR, recruitment, leadership and teambuilding. Business and technology, social network communication, telecommuting concept.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/taxprocenter.proconnect.intuit.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Impact of CRM, portal, and PM software\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#website\",\"url\":\"https:\/\/accountants.intuit.com\/taxprocenter\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b7325aeb43eb4709d92ef24bf34e4af0\",\"name\":\"Jonathan Young\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/dff810b0fcc41bfb655791aa4b64f8a0e64adca01e5f9713e1d75c86e9967ac6?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/dff810b0fcc41bfb655791aa4b64f8a0e64adca01e5f9713e1d75c86e9967ac6?s=96&d=identicon&r=g\",\"caption\":\"Jonathan Young\"},\"description\":\"Jonathan Young is vice president of marketing at SmartVault, and has 15+ years of experience growing businesses through detailed and robust go-to-market strategies. Since joining SmartVault, Jonathan has submerged himself in the accounting industry, learning about current technology trends, analyzing the accounting landscape and understanding compliance regulations to ensure firms are safeguarding their customer information and scaling for growth through process efficiencies. Jonathan prides himself on leading high-performing teams and leveraging data-driven strategies, and driving engagement and revenue growth, while fostering a collaborative and innovative work culture.\",\"sameAs\":[\"https:\/\/www.smartvault.com\/\"],\"url\":\"https:\/\/accountants.intuit.com\/taxprocenter\/author\/jonathanyoungtax\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Impact of CRM, portal, and PM software - Tax Pro Center | Intuit","description":"Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/","og_locale":"en_US","og_type":"article","og_title":"Impact of CRM, portal, and PM software - Tax Pro Center | Intuit","og_description":"Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/","og_site_name":"Tax Pro Center | Intuit","article_published_time":"2025-07-02T15:32:06+00:00","article_modified_time":"2025-07-02T15:32:07+00:00","og_image":[{"width":1440,"height":600,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg","type":"image\/jpeg"}],"author":"Jonathan Young","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Jonathan Young","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/"},"author":{"name":"Jonathan Young","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b7325aeb43eb4709d92ef24bf34e4af0"},"headline":"Impact of CRM, portal, and PM software","datePublished":"2025-07-02T15:32:06+00:00","dateModified":"2025-07-02T15:32:07+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/"},"wordCount":1155,"commentCount":0,"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg","articleSection":["Practice Management","Workflow tools"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/","name":"Impact of CRM, portal, and PM software - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg","datePublished":"2025-07-02T15:32:06+00:00","dateModified":"2025-07-02T15:32:07+00:00","author":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b7325aeb43eb4709d92ef24bf34e4af0"},"description":"Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg","width":1440,"height":600,"caption":"Human resource management, HR, recruitment, leadership and teambuilding. Business and technology, social network communication, telecommuting concept."},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/impact-of-crm-portal-and-pm-software\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"Impact of CRM, portal, and PM software"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b7325aeb43eb4709d92ef24bf34e4af0","name":"Jonathan Young","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/dff810b0fcc41bfb655791aa4b64f8a0e64adca01e5f9713e1d75c86e9967ac6?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/dff810b0fcc41bfb655791aa4b64f8a0e64adca01e5f9713e1d75c86e9967ac6?s=96&d=identicon&r=g","caption":"Jonathan Young"},"description":"Jonathan Young is vice president of marketing at SmartVault, and has 15+ years of experience growing businesses through detailed and robust go-to-market strategies. Since joining SmartVault, Jonathan has submerged himself in the accounting industry, learning about current technology trends, analyzing the accounting landscape and understanding compliance regulations to ensure firms are safeguarding their customer information and scaling for growth through process efficiencies. Jonathan prides himself on leading high-performing teams and leveraging data-driven strategies, and driving engagement and revenue growth, while fostering a collaborative and innovative work culture.","sameAs":["https:\/\/www.smartvault.com\/"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/jonathanyoungtax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Impact-of-CRM-portal-and-PM-software-on-tax-practices-copy.jpeg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-g8Z","jetpack-related-posts":[{"id":18870,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/karbon-partnership-delivers-intuit-practice-management-to-tax-professionals\/","url_meta":{"origin":62061,"position":0},"title":"Karbon Partnership Delivers Intuit\u00ae Practice Management to Tax Professionals","author":"Intuit Accountants Team","date":"February 26, 2020","format":false,"excerpt":"Find out more how Intuit\u00ae Practice Management advances capabilities, delivers automated tasks and optimizes workflows for tax professionals.","rel":"","context":"In &quot;Intuit\u00ae Accountants News&quot;","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"millennials in a tax and accounting firm","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/11\/millennials-e1535552180648.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":21850,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/top-tools-for-tax-and-accounting-professionals-to-automate-tasks\/","url_meta":{"origin":62061,"position":1},"title":"Top tools to automate tasks","author":"Mike D'Avolio, CPA, JD","date":"December 9, 2020","format":false,"excerpt":"Automation in your tax firm is key to streamlining operations; Mike D'Avolio, CPA, JD, offers insights and options.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Digital tools","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/09\/tools.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/09\/tools.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/09\/tools.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/09\/tools.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":856,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/lacerte-professional-tax-software-tax-return-status-tracking\/","url_meta":{"origin":62061,"position":2},"title":"Lacerte\u00ae Professional Tax Software: Tax Return Status Tracking","author":"Kevin Reinard","date":"October 6, 2015","format":false,"excerpt":"In this video, monitor and make changes to your client's return status.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Drawing the line between work and home","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/10\/lacerte-e1508453446637.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/10\/lacerte-e1508453446637.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/10\/lacerte-e1508453446637.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/10\/lacerte-e1508453446637.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":54166,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/software-gets-top-honors-in-readers-choice-awards\/","url_meta":{"origin":62061,"position":3},"title":"Software gets top honors in Readers Choice Awards","author":"Intuit Accountants Team","date":"May 30, 2024","format":false,"excerpt":"Get a list of Intuit Accountants' award winners in the CPA Practice Advisor's Readers Choice awards.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Software gets top honors in Readers Choice Awards","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":70560,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/learn-2025-tax-product-training-december-10-11\/","url_meta":{"origin":62061,"position":4},"title":"Learn 2025: Tax Product Training, January 21-22","author":"Intuit Accountants Team","date":"December 22, 2025","format":false,"excerpt":"Get in-depth training on Intuit ProConnect Tax, Lacerte Tax, and ProSeries Tax in this two-day virtual conference. Register today.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"TPC_LEARN_JAN2026_1440x600","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TPC_LEARN_JAN2026_1440x600.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TPC_LEARN_JAN2026_1440x600.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TPC_LEARN_JAN2026_1440x600.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TPC_LEARN_JAN2026_1440x600.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":21422,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-practice-management-is-now-available-for-intuit-proseries-tax\/","url_meta":{"origin":62061,"position":5},"title":"Intuit\u00ae Practice Management is now available for Intuit ProSeries\u00ae Tax","author":"Intuit Accountants Team","date":"October 6, 2020","format":"video","excerpt":"Find out more about how you can use Intuit\u00ae Practice Management with Intuit ProSeries\u00ae Tax in your firm.","rel":"","context":"In &quot;Intuit\u00ae Accountants News&quot;","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"Intuit Practice Management","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/09\/Intuit-Practice-Management-1.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/09\/Intuit-Practice-Management-1.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/09\/Intuit-Practice-Management-1.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/62061","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/144649143"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=62061"}],"version-history":[{"count":9,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/62061\/revisions"}],"predecessor-version":[{"id":62075,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/62061\/revisions\/62075"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/62072"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=62061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=62061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=62061"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=62061"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=62061"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=62061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}