TaxFlow automates staff assignments and process steps, tracks tax form due dates, and collects and posts your time automatically to your timesheet. Stop ghosting and never lose track of a client tax return again!

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“Working with the Templeton Team was a great experience.  They understood the needs of my firm and worked closely with us to develop practical solutions for tracking KPIs.  Furthermore, Templeton’s project managers were timely in their deliverables and always available for follow-up. Their level of support made it possible to re-launch our new and improved CRM tool with little downtime or disruption to users.” Lori Jamail, Marketing Director,  McConnell & Jones.
  You want to enable more revenue, profit and improve your company. We offer the solutions you need.
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THE GOLD STANDARD

Software focused on you and your clients. Firms with a vision for growth choose Templeton Solutions.

Practice Management for Professionals - Professional Service Automation

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CRM for Professionals - CRM Software Sales

CRM for Professionals™ helps professional services firms sell more new business, cross sell more effectively, manage relationships, and gain valuable insight into business development activities and marketing effectiveness.
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Applicant Tracking provides firms with job application tracking features to make sure your firm is recruiting and hiring only the best candidates
Microsoft CRM Consulting - Microsoft Dynamics CRM

Built on the Microsoft Dynamics® CRM/XRM platform, our products offer features that are designed to deliver information to decision makers and make staff more productive.

CLIENT SUCCESS CENTER

Our solutions meet the needs of firms of all sizes. With 20 years of experience and 250 successful implementations our goal is your success.

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