What is in Abide CRM.
Everything below works from the same client file, so a text, a document and an invoice all end up in one place.
Client communication
Talk to clients where they already are, and keep the record.
- Branded client portal for documents, signatures and payments.
- Two-way email and two-way SMS, saved on the client file.
- Mobile app for your team.
- VoIP phones as an add-on at $35 a month, with unlimited users.
- Fax is not built in. If you need it, you add a third-party e-fax service.
Practice workflows
The work of a tax practice, laid out as steps your team can follow.
- Tax workflow pipelines that move each return from intake to filed.
- Tasks and assignments so every step has an owner.
- Intake forms and organizers that clients complete online.
- Document requests with automated reminders until the file is complete.
- Basic e-signatures through the portal.
- File storage and engagement letters are available. They are general-purpose, not built only for tax work.
Billing
Send the invoice, take the payment, and see it on the client file.
- Invoicing and online payments through Stripe.
- Recurring billing for monthly bookkeeping, advisory and retainers.
Marketing and growth
Bring in new clients and keep the ones you have.
- Email and SMS campaigns, such as deadline reminders and year-end checklists.
- Funnels, landing pages and a website builder.
- Review requests and referral automation.
AI and automation
Optional. Priced as add-ons, off until you want them.
- AI workflows.
- AI message responses.
- AI task automation.
- Voice agent options.
Connections and support
Fit into the tools your practice already uses.
- API and Zapier for connecting other apps.
- QuickBooks connectors. Abide connects through connectors rather than a built-in two-way sync.
- Onboarding and support from the Abide team.
- Security services through Virtualware Solutions. Read more.