Build a Tax Practice CRM Around Clients, Tax Years and Deadlines

A tax consultancy CRM should answer one question every morning: which returns are due soonest and what is still missing for each? Describe your practice to Mythex and it builds the CRM with clients, tax years, deadlines, documents and engagement letters on a real database, with logins for each consultant.

Who it's for

Tax advisers and small practices whose deadlines sit in a shared calendar, whose client details are spread across a spreadsheet and email, and who discover a missing engagement letter or unfiled extension too late.

What you can build

Clients with one record per tax year
Filing, extension and quarterly estimate dates
A list of unfiled returns sorted by days to deadline
Engagement letter status for the current year
Documents requested and received per client and year
Entity details such as year end, filing status and residency

Why a row per tax year matters

A client who was a simple employee last year might have rental income or a new company this year. Keep the person once, and add a record per tax year with the service, fee, deadlines and documents for that year. History stays intact, this year's work stays clean, and next year's record can be created from this one at renewal.

Client details stored once
Service and fee per year
Next year created from this year

Deadlines you cannot ignore

Store each deadline as a date on the tax-year record: filing, extension, payments on account or estimates, company accounts. The home view lists every return not yet filed, sorted by days left, and filtered by consultant. Unlike a calendar, it does not depend on anyone opening it on the right day, and a red row is hard to miss.

Track what you are waiting for

Add a document checklist per tax year with requested and received dates, and a 'days waiting' figure for each client. Sort by it once a week and chase the longest waits. Pair it with the engagement letter flag, so no work starts on a year without signed terms.

Mistakes to avoid

Do not store identity numbers and bank details in free-text notes; give them proper fields with restricted access. Do not import every past client; start with current clients and the open tax year. And agree with your team on one status list, such as awaiting documents, in preparation, sent for approval, filed, so the dashboard means the same thing to everyone.

A prompt to start from

Build a CRM for my tax consultancy. Clients have contact details, entity type, residency and a consultant. Each client has a record per tax year with service, fixed fee, filing deadline, extension date, estimate dates, engagement letter signed yes or no, a document checklist with requested and received dates, and a status from awaiting documents to filed. The home view shows unfiled returns sorted by days to deadline.

Questions

Can I import clients from my spreadsheet?

Yes. Export it to CSV and ask Mythex to add an import that maps your columns, then check a handful of records.

Can each consultant see only their clients?

Yes. Ask for roles so consultants see their own files and partners see everything.

Can clients upload documents into the CRM?

Yes, if you add a client portal to the same project. Uploads are linked to the client's tax-year checklist.

Is it free?

You can build and publish on Free with no card. Pro at $25 a month adds a custom domain, code editing, export and more credits.

Do I need a developer?

No. You describe the fields and views and change them by chatting.

Templates to start from

Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Sales Roleplay Trainer Template — Voice-style practice with scorecards
Personal Injury Law Firm Template — Practice areas with attorney bios
Agency Client Portal Template — PIN-protected views on a Kanban board
Freelance Invoicing Template — Saved clients with revenue stats
Quote Generator Template — Line-item pricing, secure client links
Pet Boarding Site Template — Booking wizard with client dashboard
CRM Dashboard Template — Contacts, pipeline, and deal tracking