Tax season is hard enough without chasing your own memory.
Depot CRM tracks which client is waiting on what — documents in, deadlines out, follow-ups queued — so crunch time runs on a system instead of adrenaline.
Every filing deadline, attached to a client
Custom fields hold each client's key dates, and tasks put the work on your dashboard in the right order. In March, the question is never "who's due next" — it's already answered.
The document chase, off your plate
Clients are slow to send what you need, and reminding them politely three times is a job in itself. Save the request as an email template, set the follow-up task, and the nudges go out on schedule without you drafting each one.
Off-season is advisory season
The quiet months are when planning conversations happen — if anyone starts them. Tag the clients who would benefit from advisory work and send a broadcast in the summer, when both of you have room to think.
Referral relationships, kept in good standing
Attorneys and financial advisors send you clients when you're the accountant they think of first. Keep them tagged, log what they've sent, and check in a couple of times a year — deliberately, not whenever you happen to cross paths.
A calmer busy season, starting with this one.
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