Efficiently.so replaces the scattered tools running your firm. No more juggling a separate CRM, task manager, document collection system, and billing tool. Everything your team needs — from first client contact to final filing — in one place.
No credit card required · Built for CPA firms
One System, Four Core Tools
Your CRM, your workflow manager, your tax document portal, and your billing — unified.
Manage every client, contact, and relationship in one place. Track entity types, tax forms, linked contacts, and communication history — all organized and searchable.
Drag-and-drop task boards with role-based assignment, recurring workflows, client task automation, and real-time progress tracking from start to filing.
Send questionnaires, request documents, collect e-signatures, and gather everything you need — all through a branded client portal your clients actually use.
Send proposals with pricing options, collect payments via Stripe, and sync invoices to QuickBooks — all fully integrated. No separate billing tool required.
A full CRM built for tax professionals. Track clients, contacts, business entities, DBAs, tax forms, and relationships — with notes, tags, and assignment to team members.
Build reusable workflow templates with team and client tasks. Assign by role, set recurring schedules, and track every engagement from kickoff to completion.
Send custom questionnaires and document requests through a branded client portal. Clients respond by SMS or email — no login headaches, no lost emails.
Send professional proposals with service options, pricing tiers, and payment terms. Clients accept online — workflows and billing auto-create on acceptance.
From kickoff to filing
Every engagement follows the same simple flow — no tool-hopping required.
Add a client, link contacts, and auto-create their Google Drive folder. Proposals and engagement letters go out with one click.
Apply a reusable template. Tasks auto-assign by role — CPA, Preparer, Reviewer — and client tasks publish to the portal.
Clients receive SMS notifications with document requests and questionnaires. You track progress on one board until ready to file.
Invoice via QuickBooks, collect payment through Stripe, and schedule the workflow to recur next season — automatically.
One subscription, not six
Frequently asked
We'll walk you through the full platform — CRM, workflows, proposals, and the client portal.