Reply To: Keeping Track of the Facts of Status of Multiple Clients

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#44053
AMANI AHMED
Participant

Hi James,

I am building my tax resolution services although I have a full operating tax practice and I just recently started using Hubspot. They have a free version which acts as a CRM and it allows you to leave notes and connect it to your email server and calendar. I upgraded recently and still getting set up but from what I have done so far within the free version has been helpful with keeping up with tasks related to tax resolution clients.