CRM for Accounting Firms
Your data. Your workflow. Finally connected.
One platform connecting clients • staff • revenue • filings
CRM for Accounting Firms
One platform connecting clients • staff • revenue • filings
.Configured to fit your firm's exact need
Full payroll details for each client: number of employees, calculation types, payroll provider, and required reports. Stored in the profile and accessible to the entire team.
Client revenue data is automatically pulled from their invoicing software: document reports, income reports, and the movein file.
Document delivery method, payment patterns, expense transfers, invoicing software, bank details, and more. All data is fully accessible to every staff member.
Create all relevant filings for the client, set up tasks per filing type, define payment method, and add notes.
Everything you managed in separate files, now under full control
A spreadsheet with software names and passwords that someone forgot to update two years ago.
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Automatic API connection. Data is pulled in automatically.
Every bookkeeper tracked it separately. Management never knew until something went wrong.
A dynamic filing dashboard with quick filters, one row per filing, and real-time progress percentages.
Email, WhatsApp, Dropbox. Every client a different method.
Document delivery method stored in the profile. Fully transparent and accessible.
A fee spreadsheet only one person knew how to open.
Fees broken down by service type, visible according to user permissions.
Document receipt, data entry, filing, approval, payment. Every step tracked as a live percentage, in real time.
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Filters all your data instantly: clients with missing documents, clients who haven't paid, clients with pending filings.
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Missed deadline: automatic email. Deferred payment: alert on the scheduled date.
Client asked to pay later? Mark the date and the system alerts you. No manual tracking that might fall through the cracks.
Dynamic permission levels designed around your firm's needs
Full picture of all clients, all staff, all filings. In real time.
Focused, accessible, and clear.
Staff changes? Client reassignments? No longer a problem.
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CRM for Accounting Firms
One platform for clients, staff, revenue, and filings
First month of Pro free | Full data import | Cancel anytime
Connecting accounting platforms into one smart, unified hub. Everything connected. Effortlessly.