CRM & client portal
Tax season for every client, in one place
More clients usually means more of the same work: sending organizers, chasing documents, and following up all season. Sprucehook's CRM and client portal starts tax season for every client in one step.
Start the season
Start tax season in one step
The problem
Kicking off the year one client at a time eats the first weeks of tax season.
What it does
- Start the tax season for every client in one step.
The result
The whole book of business is in motion at once.
Client portal
One portal. The same view.
The problem
Documents arrive by email, and clients keep asking whether you got them.
What it does
- Clients upload documents through their secure client portal.
- The firm sees exactly what they see.
The result
One shared view of the file.
Approved reminders
Reminders wait for you
The problem
Follow-up either slips or goes out without a review.
What it does
- Reminders wait for the firm's approval before they go out.
The result
Clients get nudged. You stay in control.
AI-assisted workflow
AI-assisted work, checked by your team
The problem
Sorting documents and recapping files still falls on staff.
What it does
- The live demo previews an AI-assisted workflow with sample document readings, including a sample 1099 reading, for staff to verify.
- It also shows team-only client-file summaries to review, and a client AI-consent form.
The result
Your team reviews every suggestion against the file.
Get started
See it, then talk it through
Try the demo
Open a private copy with a fictional firm and sample data.
Book a call
A free discovery call to see how it would fit your firm.
Set it up
We set the CRM up around the way you already work.