Build a united view of your clients and your firm.
Change how you unlock value for clients with CRM + AI + Data + Trust.
Industry leaders unlock opportunity and drive growth with Salesforce.
We use data to make the client feel like we get them, but it's not just perception. We see where they've interacted and what they care about, and we do have a better understanding of what they need.
Richard HaskellDirector of Insights Enablement, KPMG
Offer exceptional client services more efficiently.
Deliver more value by freeing up your project teams with automation, AI, and real-time data.
Personalize client experiences from the start and maximize efficiency with automation.
Transform client data into AI-powered insights and actionable predictions.
Empower your clients with personalized tools and self-service capabilities.
Accelerate your firm's performance.
Optimize decision-making with data and unlock business insights for your clients and your firm.
Connect your teams to a single, shared view of every client.
Boost productivity and accelerate collaboration with automation to focus staff on generating revenue.
Create data-driven insights to power your reporting, auditing, and business decision-making.
Collaborate remotely, and safeguard data.
Reduce complexity, ease collaboration, and help protect client data on one trusted platform.
Offer teams inside and outside the firm frictionless collaboration from anywhere.
Equip your teams with the tools to safeguard and manage client data.
Drive staff engagement with frictionless digital work experiences, all from one workspace.
Build your accounting, tax, and audit solution with the following Salesforce products:
AI
Experience AI built into the flow of work, for any workflow, user, department, and industry.
Sales Cloud
Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.
Marketing Cloud
Personalize client experiences and optimize each campaign with data-first solutions for any channel and device.
Data Cloud
Activate client data across Salesforce apps and offer your team key insights and contextual data.
Tableau
Make better business decisions with the world's leading data and analytics platform.
MuleSoft
Integrate all your data, systems, or AI models, and automate any task or process to drive real value.
Slack
Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform.
Keep up with the latest accounting, tax, and audit trends, insights, and conversations.
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Salesforce for accounting, tax, and audit FAQ
Customer relationship management (CRM) is a system that provides accounting, tax, and audit firms a way to manage their client interactions across sales, customer service, and marketing, as a means to stay connected, streamline processes, and improve profitability.
Consider your specific business needs. Look for a CRM with a solution for sales, marketing, and analytics roles all empowered by unlocked data and AI solutions.
How well does the CRM integrate with my existing software? What security measures are in place to protect my company data? Can the CRM be customized to fit my business processes? Can the CRM scale with my business? What do current users say about the CRM in reviews and testimonials?
Salesforce is consistently ranked as the #1 CRM provider every year by a variety of organizations. Salesforce has accounting, tax, and audit customers that include the largest enterprises as well as small- and medium-sized businesses.
