Clients, entities and deadlines in one practice view
CRM for accounting firms
Every client with its entities, services, deadlines and fees on one record, proposals and engagement letters sent from the CRM, and a deadline board that shows what is due, who owns it and what is still waiting on the client.
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AdviceHub: the accounting firms edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. AdviceHub carries a compliance register with the documents a regulator asks for, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the accounting firms demo on its own page.
Who this is for
Built for accounting firms
Accounting, tax and bookkeeping practices with 2 to 40 staff who run client details in the practice software, deadlines in a spreadsheet, proposals in Word and new client onboarding by email chain.
Deadline board by type and owner
Every return, filing and payment date generated from the entity's year end and services. A board shows due this month, waiting on client, in review and lodged, and reminders chase clients for missing documents.
Proposals and engagement letters
Services priced from your fee schedule, proposal and engagement letter generated and signed electronically, and the accepted services creating the deadlines and recurring fees automatically.
Onboarding checklists
Identity checks, authorisation forms, software access and the document list, tracked per client with the status visible to the whole team.
Practice reporting
Fees by service and client, lodgement performance, work in progress and client profitability, from live data.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Discovery call
- Proposal sent
- Engaged
- Onboarding
- Active client
- Annual review
- Offboarded
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Xero Practice Manager or QuickBooks Online Accountant
- Karbon or Ignition data
- DocuSign or Annature
- Microsoft 365
- Tax authority portals via CSV
- Stripe or GoCardless for fees
Questions we get asked
How much does a CRM for an accounting firm cost?
A practice CRM with clients, entities, deadlines, proposals, onboarding and reporting is typically 9,900 to 15,900 US dollars fixed, delivered in six to eight weeks. A client and deadline tracker starts at 4,900. There are no per-staff fees at any point, unlike the practice management suites this usually sits beside, so adding a seasonal preparer costs nothing.
Does it replace practice management software?
It replaces the client relationship, proposal, onboarding and deadline tracking side. Ledgers and tax preparation stay in your practice software, and we sync the client list so the two never drift. Practices that use only a fraction of a large suite often replace it entirely.
Can it track compliance deadlines automatically?
Yes. Deadlines are generated from each entity's type, year end and the services engaged, using your jurisdiction's rules. Preparer and reviewer are assigned automatically, clients are chased for their outstanding documents without anyone having to remember, and the board shows everything currently at risk of missing its date.
Does it produce engagement letters?
Yes. Proposals are built from your fee schedule, converted to an engagement letter in your template, signed electronically and stored on the client. Accepting the proposal creates the services, deadlines and billing schedule without retyping. Renewal letters for recurring services are generated each year from the same template, with the fee uplift applied and the client asked to sign again.
Tell us how your accounting firms business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.