What is the best CRM for accountants?

The best CRM for accountants is flexible and tailored to how accounting firms work. Pipedrive’s CRM solution is ideal for CPAs and bookkeeping professionals. With scalable pricing and a mobile app for work on the go, it fits both solo accountants and small-to-medium-sized businesses.

What is CRM in accounting?

In accounting, CRM stands for customer relationship management – a system that gives accountants a clear view of lead management across services, improving the client experience and internal coordination.

What software do most accountants use?

While traditional accounting tools like QuickBooks, Xero and FreshBooks are widely used for managing finances, many accountants also use customer relationship management (CRM) software to handle client interactions, communications and workflow automation. Pipedrive is one of the most popular CRM tools among accountants, thanks to its intuitive pipeline management and integrations with popular accounting platforms like QuickBooks and Xero. CRM tools help accountants streamline client communication, track deadlines and boost efficiency – especially when connected with accounting software.

What’s the best CRM and accounting software for small business owners?

Pipedrive + QuickBooks or Xero integrations – Pipedrive is a sales-focused customer relationship management (CRM) tool that works with leading accounting platforms to give small business owners better visibility into both sales and finances. When choosing the right CRM and accounting software for your small business, consider key factors like pricing, automation features, customer support and whether the tools can grow with your business.

How can CRM software solutions benefit accountants and accounting businesses?

CRM systems help accounting practices build stronger relationships by organizing client details and keeping tasks on schedule. Key features like lead generation , email marketing, customer support and document management make it easy to keep clients happy.

CRM for accountants

Boost your firm’s efficiency with Pipedrive’s CRM for accountants

A CRM for accountants allows full visibility into client work, helping you stay in control as tax season or quarterly filings approach.

Pipedrive gives you a clear system for handling client tasks, tax prep and financial workflows without bottlenecks.

See how Pipedrive helps accountants stay on top of client communication, project management and deadlines to ensure accurate returns.

Full access. No credit card required.

4.5/5

4.2/5

4.3/5

4.5/5

4.7/5

Get full pipeline visibility with Pipedrive’s CRM for accountants

Client work in accounting moves fast and missing a deadline can cost you time. Pipedrive pipelines give you a clear view of what’s due, what’s done and who needs a nudge.

Stay on schedule: Get automatic reminders for tax deadlines, filings and deliverables.
Cut the clutter: Track client statuses and follow-ups in one place without digging through email threads.
Onboard faster: Use workflow automation to simplify client intake and reduce manual steps.

Pipedrive’s CRM for accountants

Customize pipelines for every accounting service

Build tailored workflows for tax prep, payroll advisory or other services. Move each client through the right steps from start to finish.

Get a clear view of every customer's data

Keep contact information, financial data and engagement history in a central location. Access client accounts with full context.

Stay on top of tasks with a clear activity calendar

Set reminders for client meetings, filing dates and other key milestones. Know what’s coming up without relying on memory.

Cut down on manual work with automation

Let Pipedrive handle routine communication and task updates. Get more done without adding to your to-do list.

Make better decisions with reports and insights

Use visual dashboards to spot patterns across clients and services. Create custom views for monthly check-ins or end-of-year reviews.

Integrate your accounting stack to drive efficiency

Sync Pipedrive with bookkeeping tools like Xero, DocuSign and QuickBooks. Work faster without duplicate data or manual updates.

What to look for in a CRM for accountants

Your accounting CRM features should help you stay compliant and in control of every client relationship. Look for accounting CRM software that supports your sales processes:

Set smart permissions. Control who can view or edit sensitive client data with secure visibility settings.
Act before work stalls. Receive alerts when a deal sits too long with Pipedrive’s deal management tools.
Plan with confidence. Forecast upcoming sales based on client interactions and recurring work.
Sync your email comms. Integrate your CRM with email platforms like Gmail and Microsoft Outlook.

Track all engagement with customizable workflows for each service line

Client needs vary depending on whether it’s year-end reporting or ongoing support. A one-size-fits-all process slows practice management down.

With custom pipelines, you can design workflows that reflect your firm’s different service lines.

Use Pipedrive’s pipeline functionality to stay organized, avoid delays and deliver consistent service across all client work.

Learn more about Pipedrive’s pipeline management features.

Stay ahead of tax season by automating routine client touchpoints

Tax season means chasing down missing forms and receipts from dozens of clients. Keeping up with these processes manually can hamper team efficiency.

With sales and marketing automation, you can set up workflows to send reminders, confirm appointments and nudge clients at the right time.

Use Pipedrive’s sales automations to reduce manual follow-ups and free up time for more complex accounting tasks.

Learn more about Pipedrive’s automation features.

Hit every deadline with built-in task management and real-time notifications

When client work stacks up, it’s easy to get complacent with repetitive tasks – especially during busy periods like quarter-ends.

With task scheduling and calendar syncing, you can plan ahead and stay on top of what’s due each day.

Use Pipedrive’s CRM platform to assign tasks, manage your workload and keep every deadline in sight.

Learn more about Pipedrive’s Scheduler tool.

Speed up client onboarding with centralized profiles and document history

Onboarding new service users takes longer when client information lives in scattered emails and spreadsheets.

With a user-friendly client portal, your accounting firm can access all contact details from one convenient location.

Use Pipedrive’s contact management features to onboard clients faster, reduce back-and-forth and keep every account file up-to-date.

Learn more about Pipedrive’s contact management features.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Pipedrive helped Network Financial Planning scale by 600%

Network Financial Planning needed a better strategy for managing leads and client workflows to meet growing demand.

It chose Pipedrive to optimize processes and gain clearer visibility across the business. With better forecasting tools and centralized customer data, it’s grown its capacity by 50% and its team members by 600%.

“The whole customer journey is designed in Pipedrive. With Chatbot and Web Forms, all the information is directly linked to the fields we’ve created, making our life much easier.”

Read the case study

Streamline document sharing with Pipedrive’s Smart Docs feature

Smart Docs helps accountants send forms and agreements and get approvals without switching tools.

Add Smart Docs to any Pipedrive plan or get access with the Premium and Ultimate plans to simplify client management and document workflows.

Auto-fill with CRM data: Pull contact details straight from your records to speed up data entry.
Track client actions: See when a client opens or signs your document, then follow up with perfect timing.
Collect eSignatures fast: Send files for signing and get notifications when clients complete them.
Create reusable templates: Build templates for recurring documents like client onboarding and service terms.

Learn more