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Streamline your tax preparation and immigration form filing with ApexTax & Immigrate. Our intuitive CRM provides seamless client management, order tracking, secure payments, communication tools, and document handling, all within a beautifully designed, user-friendly interface. Focus on your clients, not the paperwork.

Data types

  • Contact
  • Order
  • Payment
  • Communication
  • Document
  • CompanyProfile
  • Template
  • AuditLog
  • Note
  • EngagementNote
  • Appointment
  • ESignDocument
  • ESignRecipient
  • ESignField
  • ESignEvent
  • ESignTemplate
  • ESignFile
  • PromoCode
  • Notification
  • FollowUpConfig
  • Message
  • Task
  • ChatGroup
  • ChatGroupMember
  • UserPresence
  • PendingInvitation
  • Translation
  • PageContent
  • IncomingEmail
  • Call
  • IVRConfig
  • SessionToken
  • SecurityEvent
  • SecurityConfig