For Professional Services
Your client relationships deserve better than a spreadsheet and a shared inbox
TechStax gives accounting firms, consultancies, and real estate teams a dedicated CRM with client portals, AI, and workflow automation — configured for how you actually serve clients.
Client Management Portal
Pipeline view with AI assistant
Spreadsheets and shared inboxes weren't built for client management
Your team is tracking clients in Excel, sharing files through email, and managing pipelines on whiteboards. Onboarding a new client means creating a folder, sending three emails, and hoping nothing falls through the cracks.
Generic CRMs like HubSpot or Salesforce were designed for SaaS sales teams — not for firms that manage ongoing client relationships, recurring engagements, and document-heavy workflows.
A system built for how professional services firms actually work
Client portals, pipeline management, and AI — configured for your firm from day one.
Client Portal
Give clients a branded portal to upload documents, check project status, and message your team — without clogging your inbox.
Pipeline Management
Visual deal pipelines customized for your service model — from prospect to onboarding to renewal. Never lose track of an opportunity.
AI Assistant
Trained on your services, pricing, and FAQs. Qualifies leads on your website, answers routine questions, and books discovery calls.
Industry Integrations
Connect with Xero, QuickBooks, DocuSign, Google Workspace, and the tools your firm already relies on.
Branded Experience
Your logo, your colors, your domain. Every client touchpoint — portal, emails, intake forms — looks like you, not a third-party tool.
Flat Monthly Pricing
No per-seat fees. Add team members as you grow without watching your software bill scale alongside headcount.
Built for firms like yours
Accounting practices, management consultancies, real estate brokerages, and advisory firms use TechStax to manage client relationships without the per-seat tax.
Accounting
Client onboarding, document collection, and engagement tracking — integrated with Xero and QuickBooks.
Consulting
Pipeline management, proposal tracking, and a client portal for deliverables and project updates.
Real Estate
Lead capture, showing scheduling, and automated drip campaigns — built for agents and brokerages.
Free · No obligation · 30 minutes
See what a system built for your firm looks like
Book a free 30-minute call. We'll review your current stack, identify gaps, and show you how TechStax simplifies client management.