Professional focus
Designed for firms that require control, auditability, and clear processes.
Secure, bilingual CRM for tax & accounting firms
Centralize clients, documents, tasks, and compliance in a proprietary platform with zero external dependencies.
100% Proprietary
Bilingual ES/EN
Security-First
Compliance
Dedicated portal access for employees and clients.
Quick overview
- Client & case management
- Secure documents & traceability
- Workflows & tasks
- MFA & role-based access control
Who we are
DiBlanco Premier™ CRM is a platform built for tax and accounting operations, focused on security, compliance, and productivity.
True bilingual
ES/EN interface for teams and clients, consistent across the full experience.
Proprietary
No external dependencies: full control of assets, performance, and security policies.
What we offer
A modular CRM to manage tax and accounting operations with security and compliance controls.
Employee portal
Role-based access, session controls, auditing, and internal tools.
Client portal
Document upload/download, communication, and request tracking.
Documents & traceability
Document management with operational control and visibility.
Compliance & audit
Designed to support compliance practices and action logging.
How it works
A simple flow: login, validate, and operate inside the portal with permissions.
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1
Login to the portal
Choose your access and authenticate.
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2
Layered validation
Password + PIN (if applicable) + MFA (if applicable).
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3
Role-based access
Access only what your role allows.
Security & compliance
Strict security and access control policies, aligned with best practices.
Strict CSP
No external scripts/styles; local assets only.
Access control
Roles, hardened sessions, and layered validation.
Best practices
Auditability and traceability-oriented design.