Simple Practice Management Software for Small Tax Firms
Manage all your tasks, clients & documents, in one place, so nothing falls through the cracks.
With SmartCenter, you'll be able to manage all the ins & outs of growing your tax firm, from any tablet or computer.
- - Create tasks with a few simple keystrokes
- - Assign tasks to yourself or members of your staff
- - Quickly see the status of every piece of business in your workflow
- - Stress less by seeing everything you're working on in one place
- - Easily log and track any of your clients' activities
- - See a snapshot of your activities in one place
- - Keep your team on the same page by having a work log anyone can view
- - Instantly see the last thing that happened with your client
Streamline your workflow and get more done with less.
You won't find bloat in SmartCenter. It's lean and sleek.
Purposeful navigation and smart features let you get to work, faster.
Your documents are sensitive, and need to be secure. SmartCenter provides a full document management system.
Access & manage your documents from any web browser.
- - Industry-leading SSL Encryption & data security, so you know your docs are safe
- - Create custom folders to manage and streamline your document storage
- - SmartCenter is a fully integrated system, so you don't need a separate software
- - Upload or drag & drop documents from your desktop or between folders
- - Search client records, documents, tasks & activities from one place
- - Stop opening several softwares to find one piece of information
- - Let technology work for you - search results returned in seconds
- - Get peace of mind knowing that if you store it, you can find it
- - Access your dashboard anywhere you have an internet connection
- - Toggle your newsfeed to see everything in the firm, or just your stuff
- - Get notified whenever something important happens
Everything in one place. Anywhere.
- - Full 256-bit, bank-grade encryption
- - PCI compliant payment processing
- - Physical data stored in professionally managed Amazon servers
- - Data storage facilities include military-grade perimeters, electronic surveillance, and 24/7 monitoring
- - Data is backed up globally, ensuring against geographical events
- - SmartCenter vets all employees with full background checks, intensive interviewing, and ongoing training
SmartCenter's Low Price - Which Includes Support - Just $20/Month
Start Your 15-Day Free Trial Now
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