Industry leaders unlock opportunity and drive growth with Salesforce.

Offer exceptional client services more efficiently.

Deliver more value by freeing up your project teams with automation, AI and real-time data.

Personalise client experiences from the start and maximise efficiency with automation.

A dashboard showcasing the intent based purchase journey of a client, powered by AI.

Transform client data into AI-powered insights and actionable predictions.

A dashboard showcasing the latest account and interactions with the clients.

Empower your clients with personalised tools and self-service capabilities.

A Slack interaction highlighting personalised tools and self-service capabilities of the Salesforce tool.
A dashboard showcasing the intent based purchase journey of a client, powered by AI.
A dashboard showcasing the latest account and interactions with the clients.
A Slack interaction highlighting personalised tools and self-service capabilities of the Salesforce tool.

Accelerate your firm's performance.

Optimise 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.

Accounts dashboard of a company highlighting key insights, new opportunities and recommended events and articles.

Boost productivity and accelerate collaboration with automation to focus staff on generating revenue.

A Slack interaction celebrating sales win for a company.

Create data-driven insights to power your reporting, auditing and business decision-making.

A dashboard showing data driven insights, forecasting new opportunities and future possibilities.
Accounts dashboard of a company highlighting key insights, new opportunities and recommended events and articles.
A Slack interaction celebrating sales win for a company.
A dashboard showing data driven insights, forecasting new opportunities and future possibilities.

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.

A Slack interaction outlining the objectives and agenda for the next meeting.

Equip your teams with the tools to safeguard and manage client data.

A security dashboard showcasing the recent scan activities and encryption files.

Drive staff engagement with frictionless digital work experiences, all from one workspace.

A team celebrating their win on a Slack channel.
A Slack interaction outlining the objectives and agenda for the next meeting.
A security dashboard showcasing the recent scan activities and encryption files.
A team celebrating their win on a Slack channel.

Salesforce for accounting, tax and audit FAQs

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 customised 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 organisations. Salesforce has accounting, tax and audit customers that include the largest enterprises as well as small- and medium-sized businesses.