Tax & Accountancy Services CRM
Modern accounting, without manual drag — built for speed, compliance, insight and client trust.
We’re trusted by many companies
Why accountancy firms
must modernise
Accounting and tax practices operate under constant pressure: tight deadlines, regulatory complexity, client expectations of digital convenience, and high volume of document handling.
Legacy tools, disconnected systems, and manual processing hamper productivity and increase risk.
FastDox is built to transform your accounting operation.
We embed intelligent workflows, AI verification, OCR, client portals, and seamless automation into your processes — enabling you to deliver faster, more accurate, and client-friendly services.
SERVICES
Why choose our CRM for Financial Services?
Operational efficiency
Automation of repetitive tasks, freeing up your team.
Professional client experience
Clean, transparent portals and guided flows.
Accuracy & risk mitigation
Identity and document verification at scale.
Scalable growth
Service more clients without linear staffing.
Compliance assurance
Logged process, version control, auditability.
Seamless integration
Data feeds, system connectivity, embedded modules
Key features and benefits for Accountancy services
Client Onboarding & AI Agents
Guided intake, entity details, tax background, documents, and data collection via virtual agents.
ID Verification & Document Verification
Verify client identities and documents (company registration, tax records, financial statements) automatically.
AI OCR & Document Extraction
Parse invoices, receipts, tax returns, bank statements — extract structured data, classify, flag anomalies.
Workflow Automation & Case Logic
Automate review tasks, approvals, escalations, notifications, and recurring processes (e.g. year-end wrap-ups).
Lead Management & Skill-Based Routing
Route new client inquiries by service type, complexity or geography.
Next-Generation E-Sign (PKI)
Securely collect signed tax forms, power of attorney, engagement letters — embedded in the flow.
Re-Engagement AI
Automatically nudge clients who haven’t submitted required documents or responses.
Client Portal / Case Hub
Provide clients with a branded dashboard to upload documents, check status, communicate, and view reports.
Open Banking / Financial Data Integration
Pull client financial transaction data to assist bookkeeping, cash flow analysis, or tax planning.
Compliance & Audit Trail
Ensuring AML/KYC screening, logging every action, versioning documents, and compliance outputs.
Reporting & Analytics Dashboards
Monitor client progression, bottlenecks, overdue tasks, document inflows, and team metrics.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Reimagine your
tax & accounting operations
Streamline onboarding, verification, document work, communication, and compliance — all in one intelligent, scalable system.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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