The marketing CRM built to help tax and accounting firms turn leads into clients
Capture leads, automate follow-up, manage prospect communication, and track every opportunity in ClientStack.
ClientStack is TaxProMarketer’s marketing CRM for accountants who need a better way to manage the leads their marketing creates.
When a new lead fills out your form, a lot needs to happen fast.
- Someone needs to respond.
- A call needs to be made.
- An email or text needs to go out.
- The lead source needs to be tracked.
- The next step needs to be assigned.
And that’s the point where a lot of firms start leaking opportunity.
Their follow-up process is scattered across inboxes, spreadsheets, sticky notes, and whatever someone happens to remember at 4:58 p.m.
ClientStack helps fix that.
ClientStack: the marketing CRM for accountants and tax pros
Developed by TaxProMarketer for tax professionals, CPAs, accountants, and bookkeepers, ClientStack gives your firm one connected place to:
Capture New Leads
Organize website leads and new inquiries before they get buried in an inbox.
Track Your Sales Pipeline
See where every prospect stands and what needs to happen next.
Automate Follow-Up
Send timely email and text follow-up without relying on memory.
Centralize Communication
Give your team one place to see prospect and client conversations.
Record Calls
Keep better context from sales and client conversations.
Manage Tasks
Assign next steps so everyone knows who owns what.
Request Reviews
Make it easier to ask happy clients for Google reviews.
Manage Local Listings
Keep business information accurate through Yext/local listings support.
Connect Marketing to Sales
Track the opportunities your marketing creates.
Send Proposals & Invoices
Move prospects toward becoming paying clients with less manual chasing.
Manage Tasks
Assign next steps so everyone knows who owns what.
Request Reviews
Make it easier to ask happy clients for Google reviews.
Manage Local Listings
Keep business information accurate through Yext/local listings support.
Connect Marketing to Sales
Track the opportunities your marketing creates.
Capture New Leads
Organize website leads and new inquiries before they get buried in an inbox.
Track Your Sales Pipeline
See where every prospect stands and what needs to happen next.
Automate Follow-Up
Send timely email and text follow-up without relying on memory.
Centralize Communication
Give your team one place to see prospect and client conversations.
Record Calls
Keep better context from sales and client conversations.
Send Proposals & Invoices
Move prospects toward becoming paying clients with less manual chasing.
Manage Tasks
Assign next steps so everyone knows who owns what.
Request Reviews
Make it easier to ask happy clients for Google reviews.
Manage Local Listings
Keep business information accurate through Yext/local listings support.
Connect Marketing to Sales
Track the opportunities your marketing creates.
Capture New Leads
Organize website leads and new inquiries before they get buried in an inbox.
Track Your Sales Pipeline
See where every prospect stands and what needs to happen next.
Automate Follow-Up
Send timely email and text follow-up without relying on memory.
Centralize Communication
Give your team one place to see prospect and client conversations.
Record Calls
Keep better context from sales and client conversations.
Manage Tasks
Assign next steps so everyone knows who owns what.
Request Reviews
Make it easier to ask happy clients for Google reviews.
Manage Local Listings
Keep business information accurate through Yext/local listings support.
Connect Marketing to Sales
Track the opportunities your marketing creates.
Help your team turn interest into revenue
ClientStack helps your team manage the entire lead journey in one place.
Capture the inquiry
When someone fills out a form or calls your firm, ClientStack gives you a place to capture the opportunity right away.
Know where the lead came from
Track whether a prospect came from your website, Google, ads, referral, email campaign, or another source.
Respond without relying on memory
Automated email and text follow-up help you stay in touch (even when your team is busy).
Keep the conversation in one place
Texts, emails, calls, notes, and client details stay connected to the contact record.
Make sure someone owns the next move
Assign tasks, schedule calls, update the pipeline, and keep your team clear on next steps.
Turn interest into revenue
Track progress, keep follow-up moving, and make it easier for qualified prospects to take the next step with your firm.
The marketing CRM built for what happens after the lead comes in
Most tools help you manage client work after the sale.
ClientStack helps you manage the lead before the sale.
It gives your firm one place to capture marketing leads, track where they came from, follow up by email and text, organize prospect conversations, and keep the next step clear.
Your practice management system may still help manage the client work.
ClientStack helps you win the client.
Choose ClientStack if you want to…
Stop managing new leads from inboxes and spreadsheets
Automate email and text
follow-up
Track where leads are
coming from
Keep calls, notes, texts, and emails connected to the right contact
Request reviews from happy clients
Give your team one clear view of what happens next
Built by marketers who understand tax firm growth
TaxProMarketer has spent more than 15 years helping tax and accounting firms grow with custom websites, SEO, email marketing, social media, local listings, advertising, and relationship-focused marketing strategy.
After working with hundreds of practitioner clients across the U.S., we saw the same gap again and again:
A firm could get more visibility.
Generate more interest.
Bring in more leads.
But without a clear follow-up system, good opportunities could still get buried.
ClientStack was built to be that missing piece in the growth puzzle.
It connects your marketing activity to your follow-up process, so the leads coming from your website, Google presence, ads, referrals, and campaigns have a clear path forward.
Don’t let your next good lead disappear in the busywork
You worked hard to get the attention of a potential client.
ClientStack helps you turn that opportunity into real revenue.
We’ll show you how ClientStack works and help you think through whether it’s a fit for your firm.
FAQs
ClientStack is a specialized CRM for accountants designed specifically to capture leads, automate follow-ups via email and text, and track sales pipelines. Unlike traditional software focused on internal workflows, ClientStack focuses on turning inquiries into revenue by ensuring no lead is lost in spreadsheets or inboxes.
Absolutely. ClientStack replaces scattered inboxes and messy spreadsheets with one connected place to organize every new inquiry before it gets buried.
When a lead fills out a form, you need to move fast. ClientStack uses automated email and text follow-ups to stay in touch with prospects even when your team is busy, so you don’t have to rely on someone’s memory.
It gives your team one clear view of the entire lead journey. You can assign tasks and see exactly who owns the next move, so everyone is clear on what needs to happen next.
With ClientStack, you can track whether a prospect found you through your website, Google, paid ads, or a referral. This helps you connect your marketing efforts directly to the revenue they create.
Yes, the system makes it much easier to ask your happy clients for Google reviews, helping you build a better reputation online while you grow.