Meet SeQwens

Simple Digital Management Solutions for Tax and Accounting Professionals

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Design by Tax Pros For Tax Pros

Streamline Your Tax Office

SeQwens has unique business management solutions for Tax Pros like you!

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How it Works

Invite

Capture Clients by intake forms, invite links, email marketing campaigns & more!

Onboard

Easily collect and securely store service agreements, taxpayer documents, & more!

Collaborate

Message clients directly via SMS, emails & use our built in tools to collect E-signatures, payments, schedule appointments, assign tasks, & more!

Document Manager

Client Portals

E-Signature

SMS

Email Marketing

Invoicing

Scheduling

Task Management

Document Manager

Securely store and access you, or your clients’, sensitive documents from anywhere. Keep your tax business organized with our document manager

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Client Portals

Offer your clients an unmatched experience by inviting them to their own secure space to effortlessly communicate and E-sign documents.

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E-Signature

Have clients sign documents from anywhere with our easy to use e-signature solution.

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SMS

SeQwens offers robust SMS features that enable seamless and personalized communication with clients, allowing businesses to send timely updates, promotions, and important information, fostering stronger connections and enhancing customer engagement.

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Email Marketing

Generate new leads, promote your business's products or services, and keep customers engaged with various marketing emails.

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Invoicing

Simplify payment collection from clients through our comprehensive invoicing tools, enabling your tax business to create professional invoices, track payment status, and offer convenient online payment options, streamlining the payment process and improving cash flow.

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Scheduling

SeQwens provides tax professionals and their clients with efficient scheduling tools, allowing seamless appointment booking, calendar synchronization, and automated reminders, optimizing time management and ensuring a smooth and organized tax consultation process.

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Task Management

Equipped your team with powerful task management tools, facilitating the creation, assignment, and tracking of progress in your tax practice. Ensure streamlined collaboration, efficient workflow management, and timely completion of your clients’ tax returns.

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We've got something for everyone!

Seamless management of multiple tax offices is simpler than ever with SeQwens. Streamline administrative tasks, enhance communication, and optimize performance across multiple offices.

Have complete oversight of your team by assigning tasks, tracking progress, and communicating through SeQwens. Boost the productivity of your tax office like never before!

With SeQwens your taxpayers are able to effortlessly upload important documents, digitally sign returns, pay their invoices, and communicate with their tax preparers, all from the software.

Management Solutions

Automation

Automate your simple business tasks increase productivity and remove distractions

Office Portal

Build relationships year-round with your clients, schedule appointments, and create workflows to streamline your business.

Client Portal

Onboard clients in seconds with a secure client portal. Your clients can upload files, share documents, and easily communicate with your team.

Communication

Effortlessly correspond with your clients and ream members through messages, SMS, email campaigns, forms, and invoices—all in real-time.

Multi-Office Managment

Complete oversight over multiple offices has never been easier or more obtainable

Loved By Our Clients

Our customers love the way we help them to grow and organize their business.

As a startup, implementing SeQwens was the right decision for my business this tax season. We increase sales by 30% by simply sharing my referral links for potential clients to gain access to the secure taxpayer portal and submit all their tax information.

Relationships are at the core of Tax Preparation. My business is built around serving one person at a time and creating a unique, one-on-one experience that handles one of the most sensitive parts of their lives. SeQwens helps me to organize my clients’ needs so I can put more energy into saving them thousands.

After first hesitating to introduce a practice management software in my business I’m glad I did. My entire process has become a lot more streamlined and my clients appreciate their portal which gives them access to their files year-round.

Simplifying Your Tax & Accounting Business

Experience a simple digital management solution for your team and clients. With a variety of tools and solution your tax or accounting business will experience greater productivity and a more streamlined workflow.