One Client Record
Store contacts, notes, communication, and work context in one view.
Client Management for Accountants
Client WorkClear in One Place
Keep client details, messages, documents, deadlines, and follow-ups connected inside TPS Cloud Axis.
No pressure. No obligation. Migration and setup questions answered.
See the Full Practice Management Platform
Client Portal
Communication History
Follow-Up Tracking
Client Operations
Know What Each Client Needs Next
Client management should make the next step obvious. TPS Cloud Axis keeps client records, communication, portal activity, and firm tasks close together.
- Find client details before a call.
- Send updates to one client or a full group.
- Track documents, deadlines, and follow-ups.
- Keep email history visible to the team.
Secure Client Portal
Give clients a protected place to exchange files and see requests.
Targeted Communication
Send firm updates, reminders, and notices without rebuilding lists.
Connected Email
Sync Outlook 365 activity so client conversations stay easy to trace.
Client Management Tools
Replace Scattered Client Work with a Clear System
Client work gets hard when details live in too many places. TPS Cloud Axis gives your team a shared record for daily service.
It supports the client side of practice management without turning this page into the full platform overview.
Client Records
- Keep contacts, notes, billing context, and history together.
- Group clients by category, service, or year-end.
- Give staff a faster way to prepare for each client touchpoint.
Communication
- Send mass emails and client notices from one system.
- Sync Outlook 365 email activity with the client record.
- Keep conversations visible when work moves between team members.
Portal and Files
- Use the client portal for secure document exchange.
- Reduce one-off file requests during busy seasons.
- Keep sensitive client information out of scattered inbox threads.
Follow-Up
- Track tasks tied to a client or service.
- See what is waiting on the firm and what is waiting on the client.
- Use reports to spot activity, gaps, and service trends.
For Daily Client Service
Give staff one place to check status before they call, email, bill, or request a file.
For Growing Firms
Create a shared client history so service does not depend on one person's inbox or memory.
See How Client Management Fits Your Firm
Bring a real workflow question. We will walk through how TPS Cloud Axis handles the client record, portal, email, and follow-up.
Related Cloud Axis Workflows
Connect Client Management to the Work Around It
Client records are most useful when they stay close to billing, documents, reporting, and the broader practice management workflow.
Accounting Practice ManagementSee the full firm workflowDocument Management for AccountantsConnect files and client workTime and Billing SoftwareKeep billing context closeReporting for AccountantsReview client and firm activityCloud Axis IntegrationsConnect the tools your firm usesCloud Axis PricingReview plans and costs
FAQ
Questions Firms Ask Before A Demo
These answers focus on client management. For the full operations platform, review practice management or pricing.
It includes client records, contacts, communication history, portal access, document exchange, categories, tasks, and reporting.
It gives staff one shared place to see client details, send updates, track work, and find recent activity.
Yes. TPS Cloud Axis supports Outlook 365 email integration so client conversations are easier to track.
Yes. The secure client portal gives clients a protected place to exchange files with your firm.
Yes. Reports help your firm review activity, service patterns, and client work across the team.
No. Client management is one part of TPS Cloud Axis. Practice management covers the broader firm workflow.
Yes. TPS Software provides onboarding resources and support to help firms learn the system.
Ready to organize client work?
We will walk through your client process.
Bring the places your team stores client details, emails, documents, follow-ups, and deadlines today. We will show how that context can live together in TPS Cloud Axis.
No pressure. No obligation. Migration and setup questions answered.