Simplify Accounting with Client-Focused CRM
Track requests, manage tasks, and collaborate with clients efficiently.
Track requests, manage tasks, and collaborate with clients efficiently.
An all-in-one solution for accountants to streamline communication and project management.
Organize and respond to client requests in one place. No more scattered emails.
Set up tasks automatically based on client requests, track progress, and keep your clients informed.
Tailor task types and statuses to fit your needs. Generate reports on the go.
Add accountants, assign tasks, and collaborate within a single interface for enhanced teamwork.
Choose the plan that fits your needs.
John Smith
This CRM has been a game-changer for my accounting practice. It simplifies client communication and makes managing requests a breeze. Highly recommended for accountants!
Michael Brown
Finally, a CRM that is built with accountants in mind. The ability to customize task statuses and generate reports is invaluable for my team. It’s a must-have tool for anyone in accounting.
Liam Anderson
The subscription model is flexible and offers great value. We’ve expanded our plan as our business grew, and it’s been seamless. Excellent customer support as well!
Isabella Thomas
The ability to collaborate with my team and assign tasks within the CRM has made a huge difference. It’s incredibly easy to use, and the task tracking is just what we needed.
Elijah Jackson
The best part about this CRM is the client request management. It allows my clients to submit requests, and I can instantly assign them to my team. It’s smooth and efficient.
Mia White
Amazing platform! It has streamlined my workflow and made collaborating with clients and colleagues much more effective. The reporting feature is top-notch!
Choose the perfect package for your needs. All plans include our core features.
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