Accounting, Tax, and Audit
Build a united view of your clients and your firm.
Change how you unlock value for clients with AI + Data + CRM.
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.
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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.”
Director of Insights Enablement, KPMG
Explore the benefits of Salesforce for Accounting, Tax, and Audit
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Video
Discover how to drive CRM adoption with your project teams by delivering value through analytics.
![Harvard Business Review Cover of Professional Services' Key to Success White Paper](http://www.salesforce.com/content/dam/web/en_us/www/images/solutions/industries/professional-services/accounting-tax-audit/psa-resource-hbr-whitepaper.png)
White paper
Discover the key to success for Professional Services from Harvard Business Review.
![Three Steps to Drive Efficient Growth for Consulting & Accounting](http://www.salesforce.com/content/dam/web/en_us/www/images/solutions/industries/professional-services/accounting-tax-audit/consulting-and-accounting-768x432.jpg)
ARTICLE
Learn the three steps to drive efficient growth for accounting.