Every client, one connected file.
Abide CRM keeps the organizer, the documents, the tax return, the text thread and the invoice on the same client record, so nobody on your team asks a client to repeat themselves.
$397 a month for the whole firm. Unlimited users.
The tools a practice runs on, in one login.
Instead of a portal, a texting app, a form tool, a payment page and a newsletter tool that never talk to each other.
Client portal
A branded portal where clients upload documents, sign and pay.
Email and text
Two-way email and two-way SMS, logged on the client file.
Tax workflows
Pipelines that move each return from intake to filed, with tasks and assignments.
Intake and documents
Intake forms, organizers and document requests with automatic reminders.
Billing
Invoicing, online payments through Stripe, and recurring billing.
Marketing
Email and SMS campaigns, funnels, landing pages, a website builder, review requests and referrals.
Mobile app
Work from your phone, with the same client file in your pocket.
API and Zapier
Connect the tools you already use, or build your own link.
From first question to paid invoice, without leaving the file.
- IntakeThe client completes your intake form and organizer online.
- DocumentsRequests go out, reminders follow until everything is in.
- WorkThe return moves through your pipeline, task by task.
- SignBasic e-signatures through the portal.
- Invoice and payInvoice sent, paid online, recurring if you bill monthly.
Your client data deserves an IT team, not just a login.
Abide CRM is powered by Virtualware Solutions, a managed IT and security provider. Practices that handle tax data can add security services to the same account.
- Endpoint protection. Antivirus and EDR on staff computers.
- Network monitoring. Someone watching the network you work on.
- Security training. Staff awareness training for your team.
- Compliance services. Help with the safeguards tax preparers are expected to have.
Priced for the firm, not for every chair.
One flat monthly price
Add the new hire, the seasonal staff and the part-timer. The price does not change with headcount.
Phones when you want them
VoIP is an add-on at $35 a month, also with unlimited users.
AI as an add-on
AI workflows, message responses, task automation and voice agents are available if you want them, and stay off if you do not.
Onboarding and support included
You get help setting up the portal, pipelines and forms.