Unlock client value and drive efficient growth.
Combine integrated data, apps, and AI agents on a unified platform that improves decision making, boosts productivity, and enhances operational efficiency for accounting, tax, and audit firms.
Industry leaders unlock opportunity and drive growth with Salesforce.
We use data to make the client feel like we get them, but it's not just perception. We see where they've interacted and what they care about, and we do have a better understanding of what they need.
Richard HaskellDirector of Insights Enablement, KPMG
Offer top-tier, data-driven client services with Agentforce.
Use agents to drive efficiency, free up your project teams, and deliver personalized client experiences, at scale.
Utilize real-time data, unified apps, and purpose-built agents to thoroughly analyze user behavior and preferences, predict client needs, enhance engagement, and streamline business processes efficiently and effectively in real time.
Transform client data into AI-powered insights, real-time analytics, and recommended actions that build stronger client relationships, capture growth opportunities, and allow you to better understand — and proactively address — client wants and needs.
Automate service center operations and improve customer care with always-on, service-specific agents that help reduce response times, increase customer satisfaction, enable self-service, and make it possible for employees to do more with less.
Optimize your firm's performance.
Enable data-driven decision-making with unified data and AI to deliver better results for your clients and your firm.
Integrate data to create unified customer profiles that connect teams around a shared view of every client, improving collaboration, personalization, and data-driven decision-making — ultimately boosting efficiency and revenue.
Improve productivity and effectiveness by leveraging automated workflows and agents that can take action and complete routine tasks, reducing the likelihood of mistakes and allowing employees to focus on more valuable, complex, revenue-generating work.
Leverage consolidated data and AI to deliver insights directly in the flow of work, streamlining reporting, auditing, and decision-making by ensuring critical information is easily accessible and actionable — enhancing operational efficiency and effectiveness.
Streamline collaboration with a unified platform.
Reduce complexity, safeguard client data, and improve overall business operations with integrated data and AI.
Combine external data, your internal data, and Agentforce to streamline collaboration, improve decision-making, and enrich experiences — while simultaneously optimizing operations, uncovering new business opportunities, and driving profitability.
Equip teams to securely share information with trusted partners, reinforce trust through robust data protection capabilities, and streamline workflows by categorizing and protecting data by brand, department, or region — ensuring privacy compliance while maintaining control throughout the process.
Drive staff engagement using Agentforce's frictionless digital work experience to provide a comprehensive view, ensuring all stakeholders are working with — and have access to — consistent and up-to-date data, whenever and wherever they need it.
Build your accounting, tax, and audit solution with the following Salesforce products:
Agentforce
Scale your workforce with agents for any business use case to drive customer success alongside humans.
Sales Cloud
Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.
Marketing Cloud
Personalize client experiences and optimize each campaign with data-first solutions for any channel and device.
Data Cloud
Activate client data across Salesforce apps and offer your team key insights and contextual data.
Tableau
Make better business decisions with the world's leading data and analytics platform.
MuleSoft
Integrate all your data, systems, or AI models, and automate any task or process to drive real value.
Slack
Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform.
Keep up with the latest accounting, tax, and audit trends, insights, and conversations.
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Salesforce for accounting, tax, and audit FAQ
Customer relationship management (CRM) is a system that provides accounting, tax, and audit firms a way to manage their client interactions across sales, customer service, and marketing, as a means to stay connected, streamline processes, and improve profitability.
Consider your specific business needs. Look for an accounting CRM with a solution for sales, marketing, and analytics roles all empowered by unlocked data and AI agent solutions.
How well does the CRM integrate with my existing software? What security measures are in place to protect my company data? Can the CRM be customized to fit my business processes? Can the CRM scale with my business? What do current users say about the CRM in reviews and testimonials?
Salesforce is consistently ranked as the #1 CRM provider every year by a variety of organizations. Salesforce has accounting, tax, and audit customers that include the largest enterprises as well as small- and medium-sized businesses who use our accounting CRM and Agentforce solutions.
