Using Projects for Tax Planning in Your CRM
Tax planning is rarely a simple, linear process. Each client situation is unique, and financial advisors often need a flexible system that can organize information, track progress, and adapt to changing circumstances. Inside Quivr CRM, one of the best tools for managing this type of work is Projects.
Projects are designed to help advisors manage complex client work that doesn’t follow a strict step-by-step workflow. When used properly—often in combination with workflows—they can become a powerful way to organize data, track progress, and ensure nothing slips through the cracks.
When to Use a Project Instead of a Workflow
A helpful way to think about the difference between workflows and projects is this:
Workflows are best for processes that follow the same steps every time.
Projects are better for processes that vary depending on the client or situation.
For example, opening a new investment account is typically a linear process. The steps are predictable and repeatable. That makes it a great candidate for a workflow.
Tax planning, on the other hand, is rarely the same twice. One client may need Roth conversions, another may be focused on minimizing ACA income thresholds, and another might require strategies to navigate Alternative Minimum Tax (AMT). Because the path varies from client to client, Projects provide the flexibility needed to manage the process effectively.
Why Projects Work So Well for Tax Planning
Projects allow you to store important data, documents, and interactions in one centralized place. Instead of trying to track everything through scattered tasks or emails, the entire tax planning effort can live within a single project record.
Within a project, you can:
📌 Track important client data related to the planning process
📌 Store documents and notes tied to the project
📌 Associate meetings and communications
📌 Monitor project status and progress
📌 Keep a clear history of actions taken
Think of a project as a digital filing cabinet for a specific client initiative. Everything related to that tax planning effort stays organized and easy to reference.
Combining Projects with Workflows
Where things become even more powerful is when Projects and Workflows work together.
A project holds the data and context, while workflows can trigger tasks and actions at the right time. For example:
A workflow might create a task to review a client’s tax strategy annually.
Another workflow might prompt an advisor to check in after certain data fields are updated.
Tasks can be assigned to different team members depending on the stage of the planning process.
By pairing the structured automation of workflows with the flexible data storage of projects, advisors can create a system that supports both organization and efficiency.
Customize Projects to Match Your Firm
Like many features inside Quivr, projects are fully customizable. Firms can add custom fields, adjust layouts, and tailor projects to match their exact planning process.
For example, a tax planning project might include fields for:
Estimated tax impact
Strategy type (Roth conversion, tax-loss harvesting, etc.)
Key deadlines
Advisor notes
Client documentation
Every firm approaches planning differently, and Quivr allows you to build a structure that supports your workflow rather than forcing you into a rigid system.
Building Systems for “Future You”
One of the biggest benefits of organizing client work with projects is that it helps your future self. When you revisit a client’s tax plan months later, all the information, decisions, and history are already documented and easy to find.
Instead of digging through emails or trying to remember prior conversations, everything you need is right where it belongs.
Want to see how Quivr helps financial advisors manage tax planning, client workflows, and more?
