Best CRMs for Accounting and Related Services

Why would Accountants and Accounting Firms need a CRM? Accounting firms offer a variety of services to their clients with an upsurge in activity during tax season. In order to increase productivity and reduce workload, many accounting firms are opting for software products like CRMs (Customer Relationship Management systems), that will help them get more clients, streamline processes, improve client relationships, and increase efficiency.

Capsule CRM


Capsule does an amazing job of putting so much functionality into such an inexpensive, simple relationship management…

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InfoFlo has none of the traditional complexities of CRM products. Users often get stuck between overpriced feature rich…

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Funnel CRM


Funnel CRM was designed for small businesses and solo freelancers who do not want to deal with complicated systems…

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Aero - Aero Workflow

Aero, designed by accountants for accounts, gives users the tools necessary to define, organise and track their firm’s work. It also provides an overview of client work, allowing users to manage recurring services, ensuring a client does not slip through the cracks.  Aero also provides web-based, customized, and industry standard Apps that work with Quickbooks. Pricing starts at $39 per month to $149 with a free trial for each plan.

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BTC Software - CRM for Accounting Firms

Founded in 1999,and based in the United Kingdom, BTCSoftware is an independent provider of business and personal self-assessment tax software. Their mission is to develop feature-rich and cost-effective software products for accounting professionals in small to medium sized tax and accountancy practices and corporates. With BTC the transfer of client details from previous software, data entry and on-line filing becomes straightforward. This is a feature rich, cost effective software aimed at making life easier for accounting professionals. The software is designed with the aim of streamlining the tax return process.  A free 15 day trial is available. Pricing plans are available on application.

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CentrixOne CRM

CRMs are not only for marketing and sales professionals. A CRM can be an effective business tool for accountants and bookkeepers to better achieve their firm’s overall business goals, as well as help them mitigate today’s challenges that impact their profession. CentrixOne is a feature rich, intuitive, easy to use software system that can be used anywhere, anytime. They offer three pricing plans aimed at solo entrepreneurs, SMBs and firms that are growing and expanding. The plan for solo entreureneurs starts at $15. Each plan comes with a free trial.

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FreeAgent is a cloud-based accounting solution for freelancers, accountants and small businesses owners. FreeAgent allows accountants to set up recurring invoices which are automatically sent to clients as reminders to make payments. Users can also track expenses by uploading the photo of an expense receipt with the FreeAgent mobile app. The solution offers a built-in stopwatch feature to manage timesheets and track employee hours. FreeAgent knows that GDPR is important for their customers and are committed to supporting them with their own GDPR requirements within FreeAgent. They provide users with the tools to handle their contacts’ data in a compliant manner. Pricing is $10 per month for the first six months. After six months it increases to $20 per month.

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