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 CRM is highly recommended for Accountants. Get one complete view of your clients, understand their needs and build closer relationships. This CRM is effortless for accountants, giving you back more time to spend with your clients. Capsule allows you to build client relationships like never before. Store everything you know about your clients in one central place.  Capsule also integration with QuickBooks.

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Keap CRM


Keap CRM is a powerful and versatile tool. This all-in-one CRM, sales and marketing automation software helps businesses with CRM, sales, and marketing automation in an all-in-one package.  Ideal for growing  businesses that are actively working to acquire new leads, want to track and manage them in one place, and will be invoicing clients. Keap is recommended for the Accounting and Financial Services Industries.

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Offering fast online invoice to payment workflow, Infoflo helps grow your clientele by offering integrated features not found in other invoice management solutions. Infoflo integrates with all QuickBook data including contact, vendor and sales data. All versions of QuickBooks Online and Desktop including Pro, Premier and Enterprise are supported. InfoFlo imports sales transactions and automatically links to the contact/vendor records.

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As an accountant you may spend your days crunching numbers, but your focus is ultimately on customer service. Being able to provide your clients with the best services to meet their financial needs is essential. Using a CRM for accountants can help you save your firm time and money that can be better spent elsewhere.  Method;CRM integrates with QuickBooks and allows you to enter new client or transaction information in either program and have it automatically sync to the other.

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Does Monday com work for accountants? Currently, over 100,000 organizations use to manage their projects and teams. 4,000 of them are CPA and management accounting firms. understands how complex an accounting business can be. That’s why they give you access to everything you need to provide the best service to your clients.

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Daylite CRM

With FinanceConnector’s Quickbooks integration, add and link Daylite contacts to Quickbooks customers, bringing records up to date quickly. View a contact’s invoice history, status, totals of any invoices and estimates. FinanceConnector helps you avoid data entry errors. If you’re using Daylite and Quickbooks and not using iOSXpert’s FinanceConnector plugin, you can try it free for 30 days.

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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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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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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.

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