Tax Professionals CRM For Small Businesses
Create a custom tax practice management system that fits your filing workflow. No expensive enterprise suites. No complex setups. Just your clients, returns, and deadlines managed with AI. Just your firm, streamlined.
Why Generic CRMs Fail Tax Professionals
You've tried standard tools, but they don't understand tax deadlines, document collection, or IRS compliance.
The Deadline Crunch
Tax season chaos leads to missed extensions and frantic late nights due to disorganized data.
Document Chase
Endless email threads asking for W2s, receipts, and bank statements waste billable hours.
Status Anxiety
Clients constantly calling "Is my return done yet?" disrupts deep work and lowers productivity.
Don't Change Your Workflow.
Build a CRM Around It.
Tax pros don't need generic sales software. You need a system that matches how you onboard clients, collect docs, and file returns.
Fuzen is a no-code platform that lets you build your own tools. Whether you run a solo practice or a boutique CPA firm, you build the exact workflow you need.
- Automate document requests via secure portal
- Track return status and e-filing deadlines
- Collect e-signatures and fees seamlessly
What Can You Build on Fuzen?
Forget generic features. Build targeted apps for every part of your tax business.
Client Portal
Securely exchange documents, messages, and approvals with clients.
Deadline Tracking
Manage due dates for 1040s, 1120s, and extensions in one dashboard.
Document Management
Centralized storage for tax returns, workpapers, and client files.
E-Signatures
Send 8879s and engagement letters for digital signature instantly.
Billing & Invoicing
Create invoices for tax prep or hourly consulting and track payments.
Automated Reminders
Send email or SMS nudges to clients who haven't uploaded docs.
Describe Your Workflow.
Fuzen Builds It.
You don't need to be a tech wizard. Just tell Fuzen's AI what you need in plain English.
Fuzen instantly generates the database, the forms, and the automation logic.
Start with a Template, Finish with Custom
Browse our marketplace of accounting templates. Install in one click, then tweak to fit your firm.
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Simple CRM
The Simple CRM Template is a free, ready-to-use CRM app built on Fuzen to help businesses organize and manage their leads in one central place. It provides a clean dashboard with a table view of all leads, making it easy to track progress, status, and recent activity at a glance. With dedicated lead detail pages, you can manage contact information, record meeting logs, upload documents, create proposals, and monitor every activity related to a lead. The built-in Kanban view helps you visually manage your pipeline, while the product management section allows you to organize offerings and attach them to proposals. You can fully customize this CRM using Fuzen AI to match your exact workflow — without any coding.
Todo List & Task Manager
The Todo List & Task Manager is a free, ready-to-use app built on Fuzen to help individuals and teams organize tasks, track progress, and stay productive every day. It combines simple task creation with powerful views, making it easy to manage work without clutter or complexity. With both Table View and Kanban View, you can choose how you want to see your tasks - structured lists for clarity or visual boards for progress tracking. The app can be instantly customized using Fuzen AI, allowing you to adapt fields, workflows, and layouts to match your personal or team workflow effortlessly.
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Expense Management App (Basic)
The Expense Management Template is a free, ready-to-use app built on Fuzen to help small teams and startups track, categorize, and manage their business expenses effortlessly. It provides a simple dashboard to monitor spending patterns, record expenses, and manage approvals - all in one place. With built-in forms for adding new expenses, and tracking reimbursement requests, this template helps businesses stay organized and in control of their finances. You can also customize it easily using Fuzen AI to fit your company’s expense policies or reporting structure - no coding required.
Building on Fuzen vs. Buying Software
Built for the Modern CPA
Whether you're meeting clients or working remotely, Fuzen applications are mobile-first by design for managing your practice anywhere.
Mobile Scanner
Scan receipts and tax documents instantly from your phone camera.
Client Chat
Answer quick questions and send status updates securely on the go.
How to Build Your System
Define Process
Identify the manual client list or deadline spreadsheet you want to replace first.
Build with AI
Use a template or tell our AI what you need. Customize fields with drag-and-drop.
Launch & File
Invite your team. As your practice grows, tweak the app instantly.
Frequently Asked Questions
Common questions about building tax practice management systems on Fuzen.