Client Management for Accountants
Manage all of your clients’ information from one place, and display the information that matters most to your firm
One place for your firm to store all your client information
An central location for your firm to access client information, documents and notes from any device
An audit trail of your team's client interactions
Always know who last contacted a client, when, and about what so when a client calls you know exactly where you stand
All your client info in one simple view
Documents, contact information, passwords, notes, and more in one view for when your staff needs it
Identify your least & most profitable clients
Wether you on time or monthly engagements see how much you make on an hourly basis for each individual client
Automate client-data collection
Securely request documents and have our system automatically follow up with your clients so you don’t have to chase them down
Securely store client passwords for your team
Securely store all your client passwords and other sensitive information for your team to easily access and get their work done
Accounting Client CRM Features
Document Storage
Share files and store documents on work so your team has everything they need
Activity Timeline
A timeline of all your staff’s interactions with a client to keep a pulse on the relationship
Client Information
Store client emails, phone #’s, and address for your team to access
Client Groups
Group you clients into custom categories to quickly find certain client types
Client Vault
Securely store all your client passwords for your team to easily access
Data collection
Automate your client data collection process with client tasks and auto-reminders
