Manage leads, client onboarding, document collection, tax workflows, and team collaboration under your own brand.
No credit card required · Free CRM audit included
Monday, March 15, 2026
12
New Leads
8
Returns Due
15
Docs Pending
6
Tasks Today
Lead Pipeline
New Inquiry
Consultation
Onboarding
Active Client
Recent Tasks
| Task | Client | Status |
|---|---|---|
| Review W-2 documents | Johnson LLC | In Progress |
| Send intake form | Martinez Tax | Pending |
| Schedule consultation | Chen & Associates | Complete |
Prospects slip through the cracks when inquiries aren't tracked in one place.
Multiple spreadsheets create confusion, errors, and zero visibility across the team.
Staff waste hours chasing prospects and clients with repetitive manual outreach.
Tax season stalls when W-2s, 1099s, and intake forms go missing or arrive late.
Workflow bottlenecks pile up when returns, tasks, and deadlines aren't coordinated.
Staff lack visibility into who's handling what, leading to duplicated work and delays.
A complete platform designed around how tax firms actually work — not how generic software thinks they should.
Track every prospect from inquiry to client.
Automate intake forms and onboarding.
Securely collect tax documents.
Track every return and project.
Manage staff responsibilities.
Branded client access portal.
Automated communication workflows.
Reduce missed appointments.
Understand firm performance.
Real tax firms running on platforms we've built — deployed, scaled, and serving clients today.
A full-service tax, accounting, and insurance firm serving individuals and businesses across the United States.
“We at Tax & Beyond are extremely satisfied with the work done. He built a powerful and scalable CRM system supporting 10,000+ users, with smooth performance and advanced features like Stripe payment integration.”
Bishnu Dhakal
Tax & Beyond LLC
Tax, Finance & Insurance
Tax preparation, accounting, insurance, and client portals — live and serving clients nationwide.
View Live ProjectWe learn about your firm, team structure, and current pain points in a free consultation.
Our team maps your existing processes and identifies opportunities for automation.
We configure SambandhaCRM around your firm's workflows, branding, and team roles.
Your team launches with full onboarding support and dedicated training sessions.
Purpose-built for accounting professionals across the United States.
Full-service tax preparation and planning practices.
Certified public accounting and advisory firms.
Monthly bookkeeping and financial record management.
IRS representation and tax debt resolution specialists.
Comprehensive accounting and business advisory services.
We don't force businesses to adapt to software. We adapt the software to the business.
White-label the platform with your firm's logo, colors, and domain.
Workflows configured to match how your team already operates.
Go live in weeks, not months. No lengthy enterprise implementations.
Real humans who understand tax firms, available when you need them.
Enterprise-grade security to protect sensitive client tax data.
Grow from a solo practice to a multi-office firm on one platform.
Google Review
5 months ago
“We at Tax & Beyond are extremely satisfied with the work done by this developer. He built a powerful and scalable CRM system supporting 10,000+ users, with smooth performance and advanced features like Stripe payment integration. Very professional, dedicated, and reliable. Highly recommended for CRM and full-stack development!”
Bishnu Dhakal
Tax & Beyond LLC
Stop managing clients with spreadsheets and disconnected tools. Start running your firm on a CRM built specifically for tax professionals.
