![A customer information dashboard on the accounting CRM, where the sales, service and marketing are all improved by Einstein’s AI capabilities.](https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/07/Professional-Services-Sub-Cat-Accounting.-Marque-Image.png?w=1024)
Build a united view of your clients and your firm.
Change how you unlock value for clients with CRM + AI + Data + Trust.
Change how you unlock value for clients with CRM + AI + Data + Trust.
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
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.
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.
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.
Experience AI built into the flow of work, for any workflow, user, department, and industry.
Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.
Personalize client experiences and optimize each campaign with data-first solutions for any channel and device.
Activate client data across Salesforce apps and offer your team key insights and contextual data.
Make better business decisions with the world's leading data and analytics platform.
Integrate all your data, systems, or AI models, and automate any task or process to drive real value.
Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform.
Tell us a bit more so the right person can reach out faster.
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.