5 of the Best CRMs for Accountants

For accounting firms, maintaining solid client relationships is key. That means staying in touch with clients throughout the year, not only during tax season. For firms with many client accounts, this can be easier said than done.

CRM software helps accounting professionals maintain ongoing relationships with their clients by tracking interactions, communications, important documents, deadlines, and more. This way, no client feels forgotten, and for accountants, no essential task goes unattended.

That said, choosing the right platform for your team can be tricky if you’re not sure exactly what you’re looking for. In this post, we’ll cover what you should look for in a CRM for accountants, the five top options on the market, and why monday CRM makes for a reliable choice for any type of team.

What is a CRM for accountants?

A CRM (Customer Relationship Management) for accountants refers to a software product that allows accountants to sort and store client information in one unified place. A CRM can also help them organize their client communications, files, additional data, and more.

In some cases, accountant CRMs are tools specifically designed for accounting professionals, like accounting firms, tax professionals, and others. In other cases, these CRMs can be a software platform that’s flexible enough to be relevant to accounting businesses while having enough flexibility to help with non-accounting tasks, like marketing.

Overall, an accounting CRM’s purpose is to make work easier for accounting teams.

These CRMs enable professionals to stay on top of clients’ needs, their own tasks, and communications.

Why do accountants need CRM software?

It may seem like accountants should focus on their client portfolios, but as they often need to juggle multiple clients, appointment scheduling, and various requests , turning to a CRM can help keep tasks organized and clear. As an accountant, fostering relationships with your clients is essential, and a CRM helps you do just that. Here’s a look at a few benefits of using accounting CRM software:

• Manage client information efficiently and make sure all data is easily accessible
• Centralize communication with your clients to make interactions and follow-ups easier to track
• Automate repetitive tasks like sending reminders or payment notifications
• Facilitate teamwork by sharing client data and updates in one platform
• Build stronger client relationships with personalized service and quicker communication
• Generate reports and gain insights into client behavior and business trends to improve your business strategy

Important features to look for in a CRM for accountants

Before settling on an accounting CRM for your firm, make a shortlist of the important features you need depending on your goals. Then, look for a CRM that ticks as many of your boxes as possible. Here are a few main features you should consider:

• Document management: Store customer files and share documents for easier collaboration and to securely keep everything in one place
• Communication tools: Look for features like email automation or integrations that will feed communications from multiple channels into your CRM
• Contact management: Ensure you have the ability to keep all your contacts along with all their relevant information sorted
• Time tracking and billing: For more accurate invoicing, look for a CRM that allows you to time the hours you worked on client accounts
• Task management: Track your to-do-list to make sure you’re on top of current work and nothing falls through the cracks
• Automation: Look for a CRM that allows you to put manual tasks like communications and reminders on auto-pilot

5 best CRMs for accountants on the market

Below, we’ll examine five of the best CRM software solutions on the market for accountants. Whether you’re an independent accountant or looking for an expert solution for your firm, these five platforms can be scaled to your team’s needs.

1. monday CRM

Best for: Accounting teams of any size looking to customize workflows and build strong customer relationships

monday CRM is a customizable software that can help accountants keep track of their clients, deals, tasks, projects, campaigns, and other important work. Packed with tons of templates, boards, 27+ different work views, 200+ app integrations, and monday CRM allows you to fit the platform to your exact work needs.

Top monday CRM features

• Time-tracking tools to make sure you’re accurately billing each client
• Customizable no-code automations that help you cut down on manual tasks
• monday AI helps you stay one step ahead with automated emails, formula building, task generation, and more

monday CRM pricing

• Plans start from $12/seat/month
• Choose from four plans: Basic, Standard, Pro, and Enterprise
• Free trial available
• Learn more about monday CRM pricing and plans here
  

2. HubSpot CRM

Best for: Accounting firms seeking an all-in-one CRM solution that integrates with their existing HubSpot platforms

HubSpot is known for its suite of tools, including platforms for sales, service, and marketing. Unsurprisingly, HubSpot CRM integrates seamlessly with these platforms, making it a versatile choice for accountants. The software is simple to use and makes managing client relationships quick and efficient.

Top HubSpot CRM features

• Build a library of content to better track and store client documents
• AI email writer feature helps you quickly generate email copy for all your clients
• Easily create contact phone records, log client activities, and view historical interactions at a glance

HubSpot CRM pricing

• Prices start from $15/month/seat
• Free forever plan available with limited features and users
• Multiple plans available for individuals, small businesses, and enterprises
• Learn more about Hubspot CRM plans and pricing here

3. Zoho CRM

Best for: Small-to-medium accounting teams looking for a cost-effective and scalable CRM solution

Zoho CRM is a powerful yet simple solution for accountants, making it ideal for smaller teams who want to be able to scale their business in the future. Zoho CRM offers plenty of integrations and customization options that make managing client interactions, automating tasks, and gaining insights and analytics straightforward.

Top Zoho CRM features

• Zoho CRM has over 800 app integrations with platforms like Quickbooks, Xero, Zapier, and more
• Gain detailed insights with reports and analytics on team performance, revenue, billed hours, and more
• Built-in Zia AI can help you nurture leads and contacts by building emails, telling you the best time to contact, and more

Zoho CRM pricing

• Plans start from $14/user/month
• Four plans to choose from: Standard, Professional, Enterprise, Ultimate
• Free trial available
• Read more about Zoho CRM plans and pricing here
  

4. TaxDome

Best for: Accounting firms that focus on tax preparation and bookkeeping

Designed for accountants and tax professionals, TaxDome is an all-in-one platform that helps you manage your accounting process and clients. It allows you to streamline client communication, easily manage documents, create automations, and track tax-related tasks

Top TaxDome features

• Client portal to interact with customers and share files simply
• Track time for billing purposes, send invoices, and receive payments in one platform
• Firm dashboard helps you keep an eye on your team’s performance

TaxDome pricing

• From $600/user/year
• Subscriptions available between 1-3 years
• Add seasonal staff for $85/user/month

5. Pipedrive

Best for: Accountants who want a sales-focused CRM with good pipeline management capabilities

Pipedrive, known for its intuitive pipeline management platform, is a great choice for accountants who want to track client acquisition and retention. With visual tools to manage leads, Pipedrive makes it easy to follow up with clients at the best moment.

Key Pipedrive features

• Easily nurture leads with automations to build relationships with potential new clients
• Generate custom reports and gain insights on a custom dashboard to keep track of performance
• Pipedrive AI helps you streamline client communications, gather data, and reduce manual processes

Pipedrive pricing

• Plans start from $14/month/seat
• Five plans to choose from: Essential, Advanced, Professional, Power, and Enterprise
• Free trial available
• Read more about Pipedrive’s plans and pricing here

Keep track of all your client accounts with monday CRM

When selecting the best accounting CRM to use, it’s important to look at different factors: features, ease of use, and price, just to name a few. While certain platforms may seem perfect for accounting firms at first glance, they may not be as flexible or affordable once you do a bit more research. monday CRM delivers all the usability without sacrificing simplicity, all at an affordable price.

With monday CRM, your team can easily manage your clients, communications, and work tasks in one unified platform. Whether you’re a one-person accounting firm or a team with dozens of employees and clients, monday CRM is ready to scale to fit your exact needs.

Let’s take a closer look at why monday CRM is a perfect fit for accounting teams:

• Wide selection of templates to choose from to get started quickly
• Mobile app to connect with clients wherever you are
• Manage leads, clients, and entire accounts in one place
• Send emails and other communications directly from the platform
• Create custom forms to make it easy to gather information from clients
• Track performance with dashboards, reports, and analytics
• Manage quotas and performance by setting team goals
• Log calls and create an automatic summary
• Collaborate better with team members with shared documents, tracked activity, and instant notifications

CRM for accountants: An essential tool

Whichever CRM you end up choosing, it’s essential that you have a platform that allows you to track all client data and communication. With monday CRM, you never need to worry that a client has fallen through the cracks as the platform can notify you to check in with them, send important files, and stay on top of important payments, meetings, or deadlines with simple automations.