Accounting, Tax, and Audit
Build a united view of your clients and your firm.
Change how you unlock value for clients with AI + Data + CRM.
Offer exceptional client services more efficiently.
Deliver more value by freeing up your project teams with automation, AI, and real-time data.
- Personalize client experiences from the start and maximize efficiency with automation.
- Transform client data into AI powered insights and actionable predictions.
- Empower your clients with personalized tools and self-service capabilities.
Accelerate your firm’s performance.
Optimize decision making with data and unlock business insights for your clients and your firm.
- Connect your teams to a single, shared view of every client.
- Boost productivity and accelerate collaboration with automation to focus staff on generating revenue.
- Create data-driven insights to power your reporting, auditing, and business decision-making.
Collaborate remotely—and safeguard data.
Reduce complexity, ease collaboration, and help protect client data on one trusted platform.
- Offer teams inside and outside the firm frictionless collaboration from anywhere.
- Equip your teams with the tools to safeguard and manage client data.
- Drive staff engagement with frictionless digital work experiences, all from one workspace.
We use data to make the client feel like we get them, but it’s not just perception. We see where they've interacted and what they care about, and we do have a better understanding of what they need.”
Director of Insights Enablement, KPMG
Explore the benefits of Salesforce for Accounting, Tax, and Audit
Video
Discover how to drive CRM adoption with your project teams by delivering value through analytics.
White paper
Discover the key to success for Professional Services from Harvard Business Review.
ARTICLE
Learn the three steps to drive efficient growth for accounting.