Industry solution · Tax firms
The specialist software is in place. The rest of the firm needs order too.
Tax firms have their firm software for the professional work. Alongside it, plenty of organization remains: inquiries from new clients, follow-up questions someone has to take on, and processes only one person knows. That's what Peak One is for.
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Where everyday work gets stuck
The professional work is sorted. The organization around it isn't.
- Inquiries from potential new clients come in by phone and email, and not all of them get answered.
- For an introductory call, several messages go back and forth.
- General follow-up questions land in the shared inbox, and nobody knows who is handling them.
- How the firm works internally isn't in any handbook but in people's heads.
The old and the new workflow
From the shared inbox to clear ownership.
Typical workflow
- Noting down new inquiries by phone
- Scheduling the introductory call by email
- Distributing follow-up questions from the inbox
- Passing on internal processes verbally
With Peak One
- Inquiry form with the questions for the first conversation
- Prospect picks the introductory call time themselves
- Every follow-up question with an owner and a status
- A firm handbook the team can find again
How a new inquiry works
From the first contact until the introduction.
- TriggerA founder is looking for a tax firm for his new company.
- 01 · FormTake the inquiryAn inquiry form asks for legal form, request and availability, without professional documents.
- 02 · AppointmentBook an introductionThrough a booking link, he picks an open time for the first conversation.
- 03 · ContactRecord the contactIn the CRM, the prospect shows up with conversation history and the planned next step.
- 04 · TaskInternal handoverIf he becomes a client, the organizational handover becomes a task with a responsible person.
What you start with
Five apps. Alongside the specialist software.
- 01Available
Forms
An inquiry form for potential new clients with the questions for the first conversation.
More - 02Available
Booking
A booking link for introductory calls.
More - 03Available
CRM
Prospects with history and a planned next step.
More - 04Available
Helpdesk
General follow-up questions as tickets with an owner and a status.
More - 05Available
Docs
A firm handbook with internal processes and guides.
More
Peak One is not firm software. There are no client files, no deadline management, no accounting and no DATEV connection, and Peak One does not provide tax advice. Tax documents and client data belong in your firm software. Peak One organizes the organization around it.
Frequently asked questions
Briefly answered.
Can I track deadlines in Peak One?
No. Peak One has no deadline management. Tasks have a due date but do not replace the deadline control in your firm software.
Is there a connection to DATEV?
No. DATEV is not listed under Integrations. Peak One works alongside your firm software, not connected to it.
What does Peak One cost for a tax firm?
There's a free way to start. Which apps are included in which plan is on the pricing page.
Keep exploring
What's included.
- FunctionTasks & projectsProjects as a board, tasks in the daily plan, one chat per project.View
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- IndustryConsulting & firmsPeak One for consultancies and firms: inquiries, initial consultations, contacts and agreements around the engagement.View
- Use caseFollow up on offersFrom the offer you sent to the signature, without any reply slipping through.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
Start with tax firms. The rest follows.
New client inquiries, follow-up questions with clear ownership and internal workflows alongside your practice software. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes