CRM software for CPA’s and Accounting firms

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What is CRM software for Accountants?

CRM(Customer Relationship Management) software for accountants will help store all the client’s data, tax documents, and their conversations securely, which will improve the way you interact with your clients. In addition, this data can be accessed by all the team members as and when required.

CRM software for accountants

The primary purpose of the Accounting CRM software is to:

  • Assign and Manage Tasks within your team
  • Easy access of client’s data amongst team members
  • Track customer interactions as notes within the customer record
  • Keep track of follow-ups and customer meetings
  • Organize Customer documents like tax returns that can be accessed securely by your team
  • Keep track of how your employees are spending their time
  • Create customer invoices and quotes from one easy-to-use interface
  • Managing all customer emails in one place for easy access between the team members.

Why do Accountants need a CRM tool?

CRM solutions are not only used by marketing or sales professionals but also strongly recommended for different industries like construction, IT, Accounting, Legal, Healthcare, and so on.

Managing business or clients is an important priority for Accountants or CPAs. Therefore, it is necessary to adopt a proper system that will help them nurture relationships with their clients. A CRM software will:

  • Centralize all the customer data and the information related to a customer like notes, emails, documents, issues, tasks in one place. This data can then be accessed by the team members whenever they are dealing with the respective clients.
  • Store all the tax-related documents, financial accounting statements, bills, financial auditing to clients in the related client’s database for easy retrieval.
  • It will help to improve your relationship with your existing clients by providing them better service.
  • An efficient CRM tool will also help to analyze the lead’s data and manage follow-ups with them, which will increase the chances of conversion.


Let us find out more about the relationship between accounting firms and CRM.

  • Accounting Firms using CRM:
Percentage of firms using CRM

The above chart shows that 60% and above accounting firms are using or have used a CRM. On the other hand, people not using CRM are comparatively on the lower side.

  • Active usage of CRM in accounting firms:
Percentage of active usage of CRM in accounting firms

The above survey shows that 55% of respondents mentioned that 0-5% of CPAs at their accounting firm actively use CRM. On the other hand, only 5% of respondents said that more than 60% of their accountants actively use CRM at their firms.

  • Factors that contribute to low utilization of CRM:
Factors for low CRM utilization
  • Emphasis on CRM use:
Emphasis on CRM use

Over 37% of respondents mentioned that there was little or no pressure on accountants to use CRM, while only 9% of respondents mentioned that there was heavy pressure on them to utilize CRM tools.

How OfficeClip CRM will help the CPAs and Accountants?

centralized data information
  • Document management:

An accountant or CPA has to deal with many documents like taxes, accounting statements, audits, financial year planning, etc. Maintaining and retrieving these documents whenever required is a big challenge.

OfficeClip document management will help you to store all your documents in one place in multiple folders. These documents can be shared, copied, and quickly retrieved whenever needed.

Your clients can also upload documents directly to the system without needing to send attachments or pdfs via email.

  • DropSite:

You can send a link to your customers to upload all their tax documents like 1099s, receipts, etc., inside the OfficeClip document manager.

  • Centralized Customer Database:

OfficeClip CRM will store all your client’s data in one place. This data includes their personal information, business information, documents, notes, tasks, events, emails, issues, etc. This information can also be imported and exported in CSV format. While dealing with the clients, your team members can easily track past interactions, documents, emails, and notes for reference.

  • Integration:

The integration feature provides an additional benefit in accounting firms. OfficeClip provides integration with Quickbooks and ADP payroll system, which will help to sync your data directly from the timesheets.

  • Follow-ups with clients:

Every client needs a follow-up regularly. You will have to get in touch with your leads at specific intervals. Remembering to call your clients at different intervals is a challenging task.

OfficeClip Call list feature will allow you to create a call list for your clients and leads, and every day you can get a list of due follow-ups daily. This call list will help you stay connected with your clients and keep in touch with your leads.

  • Billing and Invoicing:

Accounting firms need to bill their clients or send quotes to prospects. Our CRM software has inbuilt invoicing software that will track all the client billing and payment status and send quotes and estimates

  • Time management:

Managing and keeping track of time spent on tasks for clients is very crucial. For example, it is important to keep track of the time taken for audits, prepare tax documents, statements, etc.

OfficeClip timesheet will help you to track the time taken for each client and their tasks. This time tracking for your teams will help in accurate billing for your clients. Tracking time will also help to estimate time for similar future projects.

  • Reports:

OfficeClip report management will help to analyze all the monthly or yearly financial data. These reports will help in better planning and estimation of future financial transactions.

  • Customer Portal:

Accountants and their clients need to share all the tax details and financial statements and exchange documents with each other. OfficeClip customer portal is a secure portal where the clients can view all the documents shared with them, add their queries or issues, and upload documents if required.

Things to consider before buying a CRM:

take a right decision


As per the data from expertmarket, a CRM system starts from around $12 per user per month for small businesses. However, most advanced packages for larger enterprises range from $50 to $150 per user per month, while few expensive CRM systems charge $300 per user per month or more.

You need to analyze and compare a few CRM software and decide which one suits you the best and fits your budget.


While adopting a CRM system, consider following points:

  1. how easily can it be used?
  2. Do they have efficient support or documentation which will help the users work smoothly?
  3. Will proper training be provided to use the CRM system?

Type of software suite:

CRM suites are mostly available in cloud-based and online versions. First, analyze which suite your organization will be able to adopt. For more detailed information on different types of software suites and their pros and cons, click here.

Other factors:

Few other things to be considered are:

  1. How many users will be using the system?
  2. How easy is it to implement?
  3. Will the software work on any device?
  4. Will it be accessible from anywhere?
  5. Does it offer updates regularly?
  6. Will it help your team to coordinate effortlessly?
  7. ROI attributed to CRM


Before adopting a CRM find out which tool suits your needs best, and how it will simplify your workflow, and fulfill all your business requirements.

Try the OfficeClip CRM Free trial today with unlimited users, and it will definitely prove to be the best CRM for your accounting firm.

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The data source for Charts: