Accounting CRM
Manage clients, billing cycles, tax deadlines, and financial records
Overview
The Accounting CRM gives financial professionals a structured system to manage every client relationship. Track engagements, deadlines, document submissions, billing cycles, and communications. Never miss a tax deadline, always know where each client's books stand, and maintain the professional organisation your clients expect.
Who is it for?
- Accounting firms managing monthly bookkeeping for multiple clients
- Tax practitioners tracking filing deadlines and submissions
- Bookkeepers coordinating work across small business clients
- Financial advisory firms managing client portfolios and meetings
Quick Facts
- Best for
- Accounting firms, bookkeepers, tax practitioners, and financial advisors
- Purchase model
- Once-off payment
- Workspace
- Private, isolated per company
- Users
- Unlimited team members
Features
Everything included in the Accounting CRM
Client Account Management
Maintain detailed profiles for each client — company details, contact persons, financial year-end, tax registrations, and engagement history.
Engagement & Service Tracking
Define services per client — monthly bookkeeping, annual audit, tax returns, payroll — and track their status and deadlines.
Deadline & Reminder Management
Set deadlines for tax submissions, annual returns, audits, and statutory filings. Receive reminders before due dates.
Document Management
Store and organise financial documents — bank statements, invoices, tax certificates, and signed returns — linked to each client.
Billing & Fee References
Track fees per service, billing cycles, and outstanding amounts. Reference payment history alongside each engagement.
Communication History
Log every interaction with clients — document requests, advisory notes, meeting records, and follow-ups.
Tax Period Tracking
Track tax periods, provisional payments, and submission statuses for each client. Stay on top of SARS deadlines.
Reports & Dashboards
See upcoming deadlines, overdue items, revenue by client, and team workload in real-time dashboards.
Why Choose Accounting CRM?
Never Miss a Deadline
Automated reminders for tax filings, annual returns, and client deliverables keep you on track.
Client Confidence
Organised records and proactive communication build trust and long-term client relationships.
Efficient Operations
Structured engagement tracking reduces admin overhead and lets your team focus on the numbers.
Revenue Visibility
Track fees, billing, and collections across all clients to understand your firm's financial health.
Real-World Use Cases
See how businesses like yours use the Accounting CRM
An accounting firm managing monthly books for 60 small business clients
A tax practitioner tracking SARS filing deadlines for 200 individual clients
A bookkeeping service coordinating 3 team members across 40 clients
A financial advisory firm managing quarterly review meetings and portfolio updates
Frequently Asked Questions
Ready for Accounting CRM?
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