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.
Emily Johnson
The task tracking feature is fantastic! I can see exactly where we stand on each client request, and it saves me a lot of time when managing projects. The interface is user-friendly and intuitive.
James Wilson
Since using this CRM, our team’s productivity has skyrocketed. We can now manage multiple client requests effortlessly, and the reporting tools are perfect for keeping clients updated.
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!
Noah Moore
I’ve tried several CRM solutions, but this one stands out for its focus on accounting needs. It’s intuitive, powerful, and helps me keep everything organized. Highly recommend!
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 plan that fits your needs.
View most popular questions
Our CRM helps accountants manage client requests, track tasks, and collaborate with team members in one place. It is specifically designed to streamline communication and automate workflow management in accounting practices.
Yes, clients can log into their dashboard and monitor the progress of their requests in real-time. They will also receive notifications when the status of their tasks changes.
You can fully customize the task statuses to fit your business needs. Create and label task types, statuses, and categories that align with your internal processes.
Yes, our CRM provides integrated reporting tools that allow you to generate detailed reports on client activities, task completion, and overall workflow. You can export reports in multiple formats for easy sharing with your clients or team.
Absolutely! You can add team members, assign tasks, and collaborate with your team within the system. This allows for seamless task distribution and oversight within accounting firms.
We offer multiple subscription plans, including Starter,Basic, and Pro tiers. Each plan offers different levels of functionality, from simple task management for individuals to advanced features for large accounting teams.
Yes, You can explore the features of the CRM without any commitments and decide which plan works best for your business. Just try our demo.
Data security is our top priority. We use advanced encryption and secure hosting to protect your sensitive information. Only authorized users can access your data, and we regularly update our systems to comply with the latest security standards.
Yes, our CRM can integrate with popular accounting software like QuickBooks, Xero, and 1C. These integrations allow you to synchronize client data and streamline your accounting processes.
You can contact our support team through the help center within the CRM or via email. We are always happy to help with any responses during business hours.
Find out about events and other news