Run a calmer tax season with one CRM built for accounting firms
KIMISUITE centralizes deadlines, document chases, e-signatures, fees, and IRS notices so your team stays compliant and in control.
Common Challenges
Deadlines live in too many places
Partner calendars, spreadsheets, and email reminders don’t sync—so extensions, filings, and follow-ups slip through the cracks.
Document chasing drains your capacity
Clients send files across portals, email, and text. Version confusion and missing items create rework and risk.
No clear view of services and revenue
When engagement scope, fees, and add-ons aren’t tracked in one system, upsells are missed and billing becomes reactive.
The Solution
KIMISUITE brings your entire client workflow into one organized system—so tax season feels predictable, not frantic.
Use a shared deadline calendar to plan filings and extensions with clear ownership. Send structured document requests that clients can complete quickly, and keep every file tied to the correct client and tax year. Capture e-signatures without breaking your process, track fees and payment status, and log IRS notices with a clear audit trail.
The result: fewer surprises, faster turnaround times, and proactive client communication that strengthens retention.
Key Features
Client timeline & engagement overview
See services, status, fees, and next steps per client—so nothing gets lost between team members.
Deadline calendars with ownership
Assign responsibilities and due dates for filings, extensions, and review steps to keep work moving on time.
Document requests + e-signature flow
Request missing items, track completion, and route signature-ready documents without email back-and-forth.
