Our Story

A note from Chris, Co-Founder and CEO

Hi there  —

Some people ask me why we bothered to build SmartCenter.

It’s a fair question. There are already lots of options available for practice management software.

But the problem was, none of the existing options were right for me.

My small tax firm was doing what most small firms do - using our tax software and email to store client data, and using sticky notes and our memories to manage our workflow.

Tax software is designed to help you prepare a tax return, not manage all the things you need to keep track of with every client. Sticky notes and our memories worked okay on January 15th when we were still fresh, but come March, lots of things start falling through the cracks.

Our clients were mostly happy with their taxes, but were not happy with our level of service, and neither were we.

So I looked for a better solution.

Unfortunately, here’s what I found out; the practice management software on the market was way more than our small firm needed.

Bloated with features that I’d never use, and difficult and expensive to implement, all the different software I tried was cluttered and overwhelming.

That’s why our team created SmartCenter.

SmartCenter is a modern practice management software to help you manage all your client data, documents, and workflow online. It’s designed to help you get more done, and have more time to work on growing your tax business. 

We designed SmartCenter to have a simple feature set that anyone can use, and we left out everything else.

No clutter. No complexity. No extra features to confuse and overwhelm you.

We believe that managing your practice doesn't have to be hard. Software should be simple and smart. You shouldn’t have to pay for a bunch of training or additional servers just to use it. You should be able to log in from anywhere and get to work.

That’s what we believe and that’s the solution we built.

Whether you’re ready to move on from the agony of managing your practice the old way, or you’re fed up with complicated and hard to learn practice management software, I hope you’ll give SmartCenter a try. I’m confident that you’ll love it.

And if, for any reason, you don’t think that SmartCenter is the best solution for your small tax firm — if it doesn’t make you and your team more productive and happier — then you won’t pay a dime.

Click the "Get Invited" Link above to get priority access to give us a shot.


Chris Basom | CEO SmartCenter

P.S. If you'd like to join 1,000+ tax pros who are learning How to Build the Ultimate Modern Tax Firm - check out the SmartCenter Blog