CRM for Accountants
You're managing dozens of client accounts—their deadlines, outstanding invoices, client follow-ups—all tracked in email, spreadsheets, and memory. A proper CRM for accountants integrates with your accounting software and frees up that daily admin time.
Why a CRM for Accountants Matters
Accountancy practices live in a squeeze. You've got clients in Xero, project timesheets in a spreadsheet, outstanding invoices waiting on a follow-up email, and three meetings you scheduled verbally and forgot to note down. A CRM for accountants bridges that gap—giving you one view of each client (who they are, what they owe, what's due, when they last heard from you), so you can spot the accounts that need attention before they become problems. Most practices we work with are managing 30–100 clients and one admin person. A good CRM cuts the time spent on "where did that conversation go?" from hours a week down to minutes. That's the difference between staying on top of compliance deadlines and chasing fire drills.
What's Included
Track client relationships from first handshake to year-end review. Every client gets a single record—contact info, tax year dates, outstanding actions, conversation notes. No more hunting through emails to remember what you discussed last month.
See your fee pipeline at a glance. Know which clients are in discussions, which are locked in for next year, and which haven't confirmed. Spot gaps before your forward forecast gets thin.
Set automated follow-up reminders. Flag clients who haven't been in touch since tax season. Set tasks for compliance deadlines. Get a weekly digest of who needs attention—instead of relying on memory or a dying Post-it note.
Manage deals and projects in one place. Separate from your accounting software—but fast to update when a conversation happens. Know the stage of every discussion: prospect, quote sent, fee agreed, delivery, done.
Pricing / Process
Relentify CRM is built for practices your size. You import your client list (takes 30 minutes), set up your deal stages and task reminders in your first hour, and you're ready to go. Because the CRM sits in the same platform as your accounting, you don't have another API nightmare or Zapier rule to maintain. Start a free trial and see how much admin time you get back within your first week—view current pricing and terms on the pricing page.
Frequently Asked Questions
Q: Isn't this just another SaaS subscription I don't need?
A: If you're managing clients across email, a spreadsheet, and Xero—yes, you probably feel subscription fatigue. But most accountants we work with cut their administrative overhead by 3–5 hours a week once they use a CRM properly. That's not "nice to have." That's time you get back to do actual client work or go home on time. Try it free for 14 days; you'll know in three days if it's working for you.
Q: Will this work with my accounting software?
A: Yes. We built Relentify as an all-in-one platform, so if you move your accounting onto Relentify too, your CRM, accounting, and client data all live together. If you're staying with Xero or QuickBooks, the CRM works alongside it—you've just got two tools instead of seven. No Zapier hassle, no sync delays.
Q: How do I get my existing clients into the system?
A: Upload a spreadsheet (name, email, phone, address, tax year). Relentify processes it and creates a client record for each one. Takes 20 minutes to export, upload, and verify. If you're already on Relentify Accounting, your client list is already there.
Q: Does this handle tax dates and compliance reminders?
A: Yes. Set a reminder for tax year-end, VAT return deadlines, or any compliance date you want to track. The CRM will flag clients as those dates approach and prompt you to get in touch. No more "oh, it's March and I should've called them in January."
You're busy. A CRM shouldn't add another admin burden—it should cut your admin time in half and free you up for client work. Start a 14-day free trial at relentify.com. No credit card. No catch. See what a practice CRM actually does for you.