Keep track of your employees hours. You can even only allow them to clock in or out from your site or allow them to access from anywhere.
Do you issue future credit for tax preparation services or consulting services. Now you can track every kind of future credit you issue to your clients. You can use this information to directly market to these customers and encourage them to visit you again during the next tax season.
Track how much time are you spending on each Project (e.g 2014 XYZ Corp. Tax Return - 20 Hrs) and keep an eye out for all projects. Automatically inform your customers about the project progress and automatically remind customer about the missing items.
CRM system will you organize your contacts into leads, and accounts. You can also track your contacts based upon Stage or any other criteria you may need.
Divide each project into an opportunity and organize all records around that opportunity. E.g 2013 Tax Return vs 2014 Tax Return. That way all documents, communication, notes for the 2013 Tax Return stays in one place and 2014 information remains in another place for easy future access.
Save all your clients documents online linked with your clients account for easy access or give them direct access to upload files and automatically link to their account.