CRM for Accounting firms and CPAs

Manage Customer information better

✓ Efficiently handle your clients' data and assets using a comprehensive software solution

✓ Keep your clients in the loop by sending newsletters directly through the software

✓ Access critical client information from any location with our desktop and mobile app

✓ Create Professional Invoices with customizable templates and logos

✓ Deliver invoices via email or in a pdf format

✓ Get paid online with Stripe or Paypal and enjoy quick transfers.

✓ Track your tasks and monitor your time allocation and productivity

✓ Use a timer to capture your task time precisely and automatically

✓ Integrate your timesheet with invoices and streamline the billing process

✓ Deliver tax returns to your clients through a secure portal with encryption and authentication

✓ Enable your clients to upload documents securely and conveniently

✓ Track customer support issues and provide timely and effective solutions

✓ Generate reports to track customer profitability and optimize your services

✓ Track all emails from customer records and stay on top of your communication

✓ Transfer your data to QuickBooks or ADP and simplify your accounting and payroll

All-in-One solution to grow your business and simplify work process.

Organize client's data
- Segment contacts using Tags
- Follow-up with client's using Call list
- Import/Export data with CSV files

Time Tracking
- Record time spent on a client's task
- Ensures proper invoicing and billing
- Reports for analysis and planning

Calendar Management
- Scheduling meetings and tasks
- Sync events with Google and Outlook
- Create recurring events