Success in business comes down to getting and retaining the right buyers, which explains why companies spend so much on systems that help them build quality customer relationships. From legal CRM to engineering and accounting CRM, they work the same way.
CRM solutions collect and organize data from all customer touchpoints so that firms can know and serve them (customers) better.
An accounting Customer relationship management software, also called an accounting CRM is any technology that helps accounting firms understand (and strengthen interactions with) their customers.
This means the ability to understand your client’s demography, business type, work type, challenges, goals, and every other information you need to provide the service they hire you to do. But it also means more.
“Organizing all your clients’ information and storing them in a place that your team can easily access is so critical. It helps to ensure that your team delivers good quality work that impresses and retains clients. “
—Shahram Zarshenas, CEO, Financial Cents.
The right accounting CRM solution should help your accounting firm maximize its resources, convert more leads and increase client satisfaction by
Accounting CRMs collect and organize relevant client data from your firm’s website, telephone calls, email inquiries, social media messages, and all contact points between clients and your firm. This puts client information at your team’s fingertips so they can work much faster.
Accounting CRM gives you visibility into your client management processes so that you can make decisions that improve your relationships.
Most accounting CRM software solutions enable teams to share files and information among themselves and with clients to improve accuracy.
Accounting CRMs make finding information easy for your team. Most Accounting CRMs also have the Client Task feature, which helps them create (and automate) tasks for clients to provide the necessary information. This frees up time for you to focus on other projects.
Accounting firms can save over $19,200 a year (per employee) with the right client relationship software.
Choosing the wrong CRM tool for your firm will cost you more time (and money) to change than you can imagine.
That is why you must look for the following features before committing your time and money to one.
This gives your team a central location to find up-to-date client information to serve clients to the best of their abilities.
A secure place to store your client files to keep your accountants from jumping between too many platforms to find the documents they need for work.
To send, receive, and manage client interactions seamlessly in one place.
A secure platform to protect sensitive client files and information from unauthorized access.
To enhance team collaboration with the ability to leave notes to keep everyone up to speed with client work.
To give you an audit trail of all interactions between your firm and your clients. This helps you to see which team member is speaking with a client about what and when.
To organize your clients by any predetermined criterion—work type, location, entity type, or business size. This also enables you to duplicate work for all clients in a group, reducing the time spent on admin work.
To keep you from getting stuck and chasing clients to send the information you need to do their work. It lets you request information from your clients automatically.
To sync relevant client data between your CRM and QuickBooks for accurate invoicing and reporting.
The more of these features an accounting CRM has, the more helpful it will be for your firm.
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These accounting CRM software solutions have most, if not all of these features to help you manage client relationships in the accounting and bookkeeping way.
Financial Cents is an accounting CRM solution that helps you:
Its most popular features are the
The Client Information Dashboard is the first thing you see when you click on a client’s profile in Financial Cents. It displays all the client information you need to make decisions that help you serve them better.
The dashboard information includes
Filters in Financial Cents CRM help you sift out specific client information by location, work type, business size, etc.
Financial Cents displays all client-related files in one central place—the client profile. Apart from the client’s name, you can see the uploader and the date it was uploaded. Your team members can pick and use any file as they see fit.
Financial Cents helps you communicate with clients on the go with the email feature.
The email integration allows you to sync your Gmail or Outlook with your Financial Cents account to enable you to send, read, archive, or delete emails from inside Financial Cents.
You can also download attachments and convert client emails to projects in Financial Cents.
Financial Cents Client Vault keeps your sensitive information (like usernames, passwords, and credit card information) from the prying eyes of cybercriminals.
It uses data encryption to convert natural language (plaintext) into code (ciphertext) so that only those you give the decryption key can decrypt and read them.
Financial Cents client notes let you make notes to give updates or context to client work to help your team members work with the latest client information.
Client notes are stored on the client’s work so that assignees can find them for work to ensure nothing falls through the cracks in your firm.
If you want the system to notify a team member about the note, the @mention feature lets you pull them directly into it by sending them an in-app and email notification.
The client activity timeline helps you see the interaction history between your team and clients.
This includes the person that last interacted with a client, what they talked about, the client’s attitude during the last contact, and the time your team has tracked for their work to give continuity to your firm’s interaction with clients.
Financial Cents allows you to segment your clients by their type of work, marketing funnel stage, business size, location, industry, etc. This enables you to filter your database or perform bulk actions.
Financial Cents enables you to create a task checklist for them to complete. Describe what you need them to do, assign a due date, and set a reminder for Financial Cents to follow up with them automatically until they send what you need.
Financial Cents enables you to easily import and auto-sync your clients and time tracked with QuickBooks Online for accurate and timely invoicing.
Financial Cents offers a 14-Day free trial.
After your free trial, you can continue using its full suite of features at:
o $39/month per user (for annual payment).
o $49/month per user (for monthly payment).
(You may be interested in: The Best Accounting Practice Management Software Options in 2023.)
Like Financial Cents, Pixie is an accounting project management software with a client management feature that lets your firm manage client relationships and communications from one central place.
Pixie’s CRM features include
Pixie’s CRM dashboard shows all your clients by name, business type, email address, client manager, and task status.
Its custom fields enable you to create as many client records as you need to manage the relationship effectively. This includes passwords, company registration numbers, reference numbers, and relevant client dates.
Pixie saves all your client files to your client records so your team can use them when doing the client’s work.
Pixie’s integration with Companies House (UK) enables it to pull client information directly into your Pixie account.
When you click on a client record, you will see your contact persons in the client’s business and communication history.
All communications from your firm via Pixie automatically go to the primary contact at your client’s business, except you adjust your settings to send to all the contacts at your client’s company with Pixie’s CC feature.
For saving any files clients send to your team automatically and save any files you’ve requested from the client.
For adding notes to give your team relevant information that helps them serve the client better.
You can organize clients in groups in Pixie by filtering and saving the filtered views. This allows you to easily find clients by their business type, work type, client manager, etc.
Use Pixie’s filters to perform bulk actions—like creating new tasks, archiving work, scheduling tasks, bulk emails, bulk assignments, bulk updating, and updating for clients with similar attributes.
When you need additional data from your clients, you can
The client will get a notification, and upon entering their passphrase, they’ll be able to access the attachment and do what you need them to do.
You can also set up reminders, you can also build email templates into your workflow, and let Pixie auto-remind clients for information on your behalf.
Pixie does not have a free trial.
Its prices depend on the number of clients you have to manage:
Liscio is a specialized client management software that streamlines client data and communication so that teams can sit down to work with everything they need at their fingertips.
Liscio’s client management features include
Liscio’s dashboard displays all the features you need to manage your clients, including
Liscio allows you to hold conversations with your clients. You can pin relevant messages to your inbox for your team to easily refer to them.
Its other client communication features include
Text Notification triggers the system to notify your clients about your messages instantly.
Liscio’s Files Tab houses all the files in your firm. Each file carries its name, the uploader, and the upload date.
You can navigate client files with the
Liscio integrates with Adobe Sign to enable your clients to sign and share documents with you from within Liscio.
The Client Task feature allows you to create tasks for your client to complete. Liscio has a space to describe what you need them to do and add a due date to show how urgent it is.
Liscio integrates with QBO to enable you to create invoices (in Liscio or QBO), get paid, and satisfy QBO receivables. You can also set up recurring invoices and sync your Liscio data with your QBO records.
Liscios does not offer a free trial.
Its packages are
Method:CRM helps businesses collect, organize and manage client (and potential client) data to scale their business.
Its key features are
Method dashboard displays all apps you need to get visibility into (and manage) client relationships. The dashboard contains the
Contacts app, which lets you organize and manage your clients and leads and their information in one place. This puts everything your team members need at their fingertips.
Activities in Method allows you to monitor interactions between your firm and clients so you can reach them with the right message at the right time.
Automated Follow-ups enable you to stay in touch with your clients with messages and reminders.
Method integrates with QuickBooks to enable firms to create invoices and reminders to clients for timely payment.
Method is available for free for 14 days.
Its paid plans cost are:
TaxDome, the tax accounting and bookkeeping platform, also has a CRM component that enables firms to build better relationships with clients and leads.
Its CRM features include
TaxDome’s client dashboard shows you everything you need to know to move client work forward.
From your unread messages, pending organizers, and unpaid invoices, TaxDome helps to keep your unfinished tasks at the top of your mind so they don’t escape your attention.
The dashboard also features
To create custom records that best serve your data need in one place.
TaxDome client portal provides
TaxDome syncs with your existing email to send emails directly from TaxDome to your clients.
TaxDome allows you to send your client organizers, which they can fill out and submit so that you can have what you need to do their work.
You need to add the questions or requests you need from your clients into these organizers so that your client can easily know what to do. They can answer your questions or upload files to the organizers and submit them to you.
TaxDome integrates with QuickBooks to automatically sync all payments and invoices.
Financial Cents helps you stay on top of your client relationships by collecting and organizing relevant client data, in addition to managing and automating customer data collection.
As an accounting-specific CRM solution, Financial Cents has everything your accountants need to improve their client relationships each month.
Clients love Financial Cents client portal because it allows them to send documents to their accountants without creating login details of any kind.
The average client hates creating login details, so don’t be surprised when clients delay sending you the files you need to complete their work, which can lead to missed deadlines.
In Financial Cents, your client will only receive an email from you to click on the link that will take them directly to the portal, where they can perform any action you need them complete.
This helps you organize everything your team needs in one place to get the most work done in the least time possible.