Meaningful relationships
Know every client’s history before you pick up the phone.
CRM for accountants
Client management, built for accountants
From Rolodex to a CRM that actually keeps client work moving.
Average 4.8/5 from 1,200+ reviews
How the CRM keeps work moving
Not a cookie-cutter CRM
- Client records connected to work, files and billing
- Every email and message logged automatically
- Smart lists that update themselves
- Bulk actions across hundreds of clients
- AI drafts client emails in your firm’s voice
Built for accountants
Relationships, not just records
Secure communication
Encrypted, accessible conversations in one place.
Efficient client management
Less admin, more time for the work clients pay for.
All your data in one place
Lists and dashboards
- Client, contact and group lists
- Custom fields for the details your firm tracks
- Dashboards for every role
- Filters and saved views
Work smart, not hard
A CRM that truly streamlines work
- Complete client records at a glance
- Linked tasks, documents and invoices
- Household and entity relationships
- Activity timeline for every client
Client relationship management
Everything you need to manage clients
- Client, contact and group lists
- Detailed client records
- Client communications
- Bulk actions
- Global inbox
- AI email generator
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
It’s built around accounting work: client records connect directly to tasks, documents, engagements and billing.
Yes. Import clients and contacts from a spreadsheet or your current system.
Yes. Connected inboxes log client emails to the right record.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size