R&A Pro-Tax Software Solutions
CRM for Tax Offices · Nationwide

The CRM built for how tax offices actually run.

Tax-prep and software-sales pipelines. A branded client portal. Document vault with e-sign. SMS + email automation, EFIN/PTIN tracking, and office-wide dashboards — one operating layer for the modern tax practice.

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Pipelines
Tax prep + software sales pipelines out of the box.
Client Portal
Branded portal for uploads, e-sign, messaging, and payments.
Document Vault
Encrypted storage with role-based access and audit trails.
Automations
SMS + email triggers for reminders, status, and renewals.
Office Management
Preparers, commissions, permissions, and production tracking.
Mobile Uploads
Clients snap documents from anywhere — straight into your CRM.
Tax Status Tracking
Real-time IRS acknowledgments and funding status.
Admin Dashboards
Office, region, and bureau-wide KPIs at a glance.
Pipelines included

Two pipelines, day one.

Software Sales Pipeline
  1. 1New Lead
  2. 2Contacted
  3. 3Demo Scheduled
  4. 4Demo Completed
  5. 5PTIN Verified
  6. 6EFIN Verified
  7. 7Contract Sent
  8. 8Payment Pending
  9. 9Activated
  10. 10Training Scheduled
  11. 11Live Office
Tax Preparation Pipeline
  1. 1New Client
  2. 2Docs Received
  3. 3In Preparation
  4. 4Review
  5. 5Awaiting Signature
  6. 6Filed
  7. 7Accepted
  8. 8Funded
  9. 9Completed
Four portals
Super Admin, Office Admin, Sales/Affiliate, and Client.
Compliance built-in
PTIN, EFIN, W9, ID, and license collection with audit trail.
Automations
SMS, email, and task triggers for every stage and renewal.