Efficiently.so replaces the scattered tools running your firm — CRM, workflow, tax document gathering, proposals, and billing — with one easy-to-use system built to save your firm time and money.
PRACTICE MANAGEMENT SOFTWARE FOR ACCOUNTANTS
Five tools your firm needs — one system your clients and your team actually use
Your CRM, your workflow manager, your tax document portal, your proposals, and your billing — unified.
CRM, workflow, tax gathering, proposals, and billing run in the same system
A single subscription replaces separate charges for a CRM, a project tool, a document portal, and a proposal or billing app
Your team learns one interface. Your clients get one branded portal
A full CRM built for tax professionals. Track clients, contacts, business entities, DBAs, tax forms, and relationships — with notes, tags, and assignment to team members.
Build reusable workflow templates with team and client tasks. Assign by role, set recurring schedules, and track every engagement from kickoff to completion.
Send custom questionnaires and document requests through a branded client portal. Clients respond by SMS or email — no login headaches, no lost emails.
Send professional proposals with service options, pricing tiers, and payment terms. Clients accept online — workflows and billing auto-create on acceptance.
From kickoff to filing
Every engagement follows the same simple flow — no tool-hopping required.
Add a client, link contacts, and auto-create their Google Drive folder. Proposals and engagement letters go out with one click.
Apply a reusable template. Tasks auto-assign by role — CPA, Preparer, Reviewer — and client tasks publish to the portal.
Clients receive SMS notifications with document requests and questionnaires. You track progress on one board until ready to file.
Invoice via QuickBooks, collect payment through Stripe, and schedule the workflow to recur next season — automatically.
One subscription, not six
Frequently asked
We'll walk you through the full platform — CRM, workflows, proposals, and the client portal.