Best CRMs for Accountants/Accounting firms
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.
As an accountant, you need a CRM solution that can help you manage your clients, track their accounts, and stay organized. Here are some important features to look for:
Contact management:
A good CRM solution for an accounting practice should provide robust contact management features that allow you to store and organize contact information for your clients, including their name, address, email, phone number, and any notes or other important information about their account.
Task management:
Look for a CRM solution that offers task management features, such as to-do lists, calendars, and reminders. This can help you stay on top of deadlines, appointments, and other important tasks related to your clients' accounts.
Document management:
As an accountant, you likely have a lot of important documents related to your clients' accounts, including tax returns, financial statements, and other sensitive information. Look for a CRM solution that provides document management features, including the ability to store, organize, and share documents securely with your clients.
Invoicing and billing:
A good CRM solution for an accounting practice should provide invoicing and billing features that allow you to create and send invoices to your clients, track payments, and manage your billing process more efficiently.
Customization:
As an accountant, your needs may be unique, and you may require a CRM solution that can be customized to meet your specific requirements. Look for a solution that offers customization options, including the ability to create custom fields, workflows, and reports.
Integration with accounting software:
To streamline your workflow, look for a CRM solution that integrates with your existing accounting software, such as QuickBooks, Xero, or other popular accounting solutions. This can help you avoid double entry and reduce the risk of errors.
Security:
As an accountant, you deal with sensitive financial information, and it is important to choose a CRM solution that provides robust security features, including data encryption, user authentication, and backup and disaster recovery options.
In summary, when selecting a CRM software for your small accounting practice, look for a solution that provides robust contact, task, and document management features, invoicing and billing, customization options, integration with accounting software, security, and other features that can help you stay organized and efficient. By selecting a CRM solution that meets these criteria, you can improve your productivity, better manage your clients' accounts, and grow your business.
BELOW ARE OUR TOP RECOMMENDED CRMS FOR SMALL ACCOUNTING FIRMS
Capsule CRM
Capsule CRM is an excellent choice for accountants due to its intuitive design and focus on simplicity.
Capsule CRM is an excellent choice for accountants due to its intuitive design and focus on simplicity. It offers essential features for managing contacts, tasks, and opportunities, allowing accountants to easily track client interactions and deadlines. The ability to customize fields, create tags, and generate reports makes it adaptable to the unique needs of accountants, while its affordable pricing and integrations with popular accounting tools make it a practical choice for small to medium-sized accounting firms.
Less Annoying CRM
Less Annoying CRM is perfect for accountants due to its simplicity and functionality. It offers straightforward contact …
Less Annoying CRM is perfect for accountants due to its simplicity and functionality. It offers straightforward contact management, task tracking, and calendar features, all essential for client management and deadline tracking. Its user-friendly interface requires minimal learning curve, making it ideal for busy accountants. With customizable fields and affordable pricing, it’s a cost-effective solution tailored to the needs of accounting professionals, helping them efficiently manage clients and their financial information.
monday.com
monday.com stands as a top pick for accountants in search of an effective solution. Its comprehensive project …
monday.com stands as a top pick for accountants in search of an effective solution. Its comprehensive project management and collaboration features are designed to cater to the needs of accounting experts. Through the capability to personalize workflows, automate tasks, and monitor progress, it streamlines client tasks, deadline tracking, and team synchronization. The inclusion of visual boards, real-time updates, and effortless integration with accounting tools transforms it into a versatile and indispensable asset for accountants.
EngageBay
EngageBay is an excellent choice for small accounting firms due to its comprehensive feature set and affordability. It offers a well-rounded …
EngageBay is an excellent choice for small accounting firms due to its comprehensive feature set and affordability. It offers a well-rounded CRM solution that includes client management, task tracking, and document storage—all essential for streamlining accounting operations. EngageBay’s billing automation feature simplifies invoicing and payment tracking, reducing manual errors and ensuring timely payments. This can significantly improve cash flow management for your practice.
Additionally, EngageBay is cost-effective, making it accessible for small firms on a budget without sacrificing functionality. Its user-friendly interface ensures that your team can quickly adapt to the system, minimizing the learning curve. The CRM is also highly customizable, allowing you to tailor it to your firm’s unique workflows and processes. Integration capabilities with popular accounting software further enhance its appeal, ensuring that your data flows seamlessly between systems, saving time and reducing errors. Overall, EngageBay offers a robust yet affordable solution for small accounting firms.
LiveAgent
LiveAgent is the ideal choice for accountants seeking efficient helpdesk software. By consolidating tools, it streamlines …
LiveAgent is the ideal choice for accountants seeking efficient helpdesk software. By consolidating tools, it streamlines customer service, reducing expenses and saving time. With LiveAgent, you can expect a remarkable return on investment, turning quality leads into paying customers and generating over 500% of the invested revenue. Crucially, it safeguards your clients’ data with robust security measures, including HTTPS encryption and DDoS mitigation. Plus, LiveAgent enables speedy customer request resolution through real-time live chat, meeting the instant information needs of clients, enhancing loyalty, and boosting satisfaction. This cost-effective solution allows support representatives to handle multiple chats simultaneously, optimizing your expenses for maximum revenue in the accounting industry.
Aero - Aero Workflow
Aero, developed specifically for accountants, equips firms with essential tools to streamline, organize, and monitor their work. It offers a clear overview of client tasks, ensuring no client or recurring service is overlooked. With Aero, users can manage their workflow efficiently while keeping track of recurring tasks seamlessly. Additionally, Aero integrates with QuickBooks through customized, web-based apps tailored to industry standards, making it a versatile solution for accounting firms. Aero’s platform enhances productivity by simplifying task management and maintaining client relationships. For up-to-date pricing and feature details, please visit Aero’s official website.
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.
FreeAgent
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.
Wave Accounting
Wave offers 100% free, real double-entry accounting for small businesses. As a cloud-based software, Wave allows you to access your data from anywhere, add unlimited collaborators and work on all of your businesses from a single login. Wave eliminates data-entry and puts the financial reports you need at your fingers tips, allowing you to spend more time doing what you love. Your accounting is also seamlessly integrated with invoicing, receipt scanning, payment processing and payroll.
Wave’s target market is small business owners ,1-9 employees. This software is also suitable for freelancers and solo entrepreneurs. Wave has users in 200 countries around the world and our ecosystem is 4 million strong.