Accounting & Tax Practice

Segwik® organizes your workflows and sends clients automatic alerts, saving you time to focus on what really matters.

start your trial Segwik Accounting & Tax Practice account

A CRM THAT FITS THE WAY YOU WORK

Be 10x more productive than your competition, working smarter not harder.

Segwik® understands the challenges facing today's modern Tax and Accounting professional. Accounting and tax preparation has become more competitive than ever, and new technologies, digital marketing, and social media are giving service providers the power to reach more people more quickly and easily. To compete, Tax and Accounting professionals need to work smarter, not harder. Throwing more money at advertising channels is not the solution. Honing and organizing your contacts and your workflow into a perfectly streamlined machine is the solution. This is why Segwik was built to manage your entire client life cycle, from marketing and lead generation, to client scheduling and management, to billing and invoicing, and to post-sales followup. While there's no shortage of software built and tailored just for hard-working tax and accounting professionals, Segwik® stands alone in its ability to fit organically and ergonomically into the way you like to do business. Segwik® aims to solve business technology problems, and make your practice more efficient and more profitable than your competition.

Challenges for tax and accounting professionals Segwik® solves:


Modules Included:

  • leads Leads
  • rolodex Rolodex
  • contacts Organizations
  • service providers Service Providers
  • opportunities Opportunities
  • tasks Tasks
  • proposals Proposals
  • estimates Estimates
  • quotes Quotes
  • contacts Invoices
  • contacts R.F.P.s
  • purchases Purchases

 

  • purchase orders Purchase Orders
  • contacts Scopes Of Work
  • calendar Calendar
  • reports Reports
  • communications Communications
  • knowledgebase Knowledgebase
  • products Products
  • services Services
  • packages Packages
  • forms Project Manager
  • forms Referral Manager
  • business card scanner Business Card Scanner

Premium Add-on Modules:

  • forms Marketing Campaigns
  • payment processor Payment Processor
  • subscriptions manager Subscription Manager
  • forms Content Manager
  • social media posting Social Media Posting

Start Your trial Segwik Accounting & Tax Practice account


Built For The Modern Tax Professional

Segwik® organizes your workflows and sends clients automatic alerts, saving you time to focus on what really matters. How much time do you waste directing your staff about current projects and chasing clients for important documents? Imagine running your practice where staff and clients are always taking care of the things they need to without your constant intervention. Segwik® provides a workflow and alert system that keeps your practice moving, so you can focus on delivering results. Our unique customer portal gives your clients a secure place to upload documents and interact with your practice as necessary.