Fill your practice & never lose a client — with zero manual follow-up
CRM37 captures tax-season inquiries, books consultations, sends engagement letters for e-signature and nurtures clients all year — so your practice grows without you chasing anyone.
- AI books consultations 24/7
- E-sign engagement letters in seconds
- Year-round client nurture on autopilot
2×
more consultations booked
95%
client retention
0
missed deadlines
24/7
inquiry response
Sound familiar?
Tax season is chaos
Inquiries flood in January–April and you can't keep up. Leads book with whoever answers first.
Engagement letters slow you down
Emailing docs back and forth for signature eats hours every onboarding.
Clients forget you exist off-season
From May to December, clients hear nothing — then they're tempted to switch for a cheaper quote next year.
No system to upsell advisory
You could offer payroll, CFO or planning services, but there's no follow-up engine to pitch them.
How CRM37 fixes it
One platform replaces your whole stack — and does the follow-up for you.
AI consultation booking
Conversation AI answers inquiries, qualifies the client's needs and books a consultation on your calendar — even at 2am in tax season.
E-sign engagement letters
Send engagement letters and intake docs clients e-sign in seconds, stored right on the contact record.
Year-round client nurture
Quarterly tax tips, deadline reminders and check-in emails keep clients engaged so they renew every year.
Deadline & reminder texts
Automated SMS reminds clients of filing deadlines and document requests — no more chasing by phone.
Advisory upsell campaigns
Tag clients and trigger offers for payroll, bookkeeping, or CFO services based on their profile.
Review requests after filing
Once a return is filed, CRM37 requests a Google review automatically — building trust that fills next season.
From lead to loyal client — automated
Inquiry captured
A prospect fills out a form or calls. CRM37 captures it and tags the service needed.
Consultation booked
AI replies, qualifies and books a consultation slot on your calendar automatically.
Onboarded & e-signed
Send the engagement letter for e-signature and store it on the client record.
Nurtured all year
Deadline reminders and quarterly tips keep the client — and upsell advisory when ready.
"Tax season used to be a blur of missed leads. Now CRM37 books every consultation and sends the engagement letter for e-sign. I onboarded 40% more clients this year."
Frequently asked questions
The most common questions businesses like yours ask before getting started.
Ready to grow your accountants business on autopilot?
Get started today. One platform, one low price — no contracts, cancel anytime.
From $37/month · 15-day free trial