How to Select a CRM Portal for CPAs?

Recently, the topic of choosing a CRM portal for CPAs came up in a discussion I participated in. What resulted was a great matter of discussion. Finding customers for your business, founding, and maintaining strong relationships with them is not an easy task. However, you can easily tackle all these challenges with the help of a CRM system for accountants that permits you to optimize and rationalize your communications with current and new clients. Remember that the better you know your clients, the stronger your relations are.

What is CRM?

According to Wikipedia, a CRM portal for CPAs is essentially a widely utilized database tool for “managing a company’s collaboration with customers, clients, and sales forecasts.” It leverages technology to organize, automate, and sync business activities, such as marketing, sales, and technical & customer support.

When Do You Need a CRM?

You know you need a CRM when your list of contacts has enlarged from your capacity. Another indication is when you begin to forget significant information about your clients, or you notice your communication with them has declined.

Also, consider a CRM for CPAs when you are looking to surge sales, as well as relationships with clients, at the end affecting the bottom line.

Lastly, if you find yourself initialing emails manually and/or do not have a clear idea of where your customer or lead is in the pipeline, you may require a CRM portal for accountants.

What Distinguishes a CRM for Accountants?

If you are working as an accountant, you need to utilize a variety of accounting programs daily. However, accounting software is typically focused on numbers, while your job comprises more responsibilities. If your goal is to make your relationships with clients better, you need to ponder using CRM software.

The main characteristic feature of CRM for accountants is easy incorporation with accounting software. As a result, an accountant will have a clear view of the whole transaction history. A good CRM tool for accountants should also increase client onboarding, enhance customer organization, and speed up communications with clients.

Consider This

When considering a CRM, create a list of features and benefits you’re looking for, as well as a list of queries you need replying before making a decision, such as:

  • How many users will be on the system at a time?
  • What number of records will be entered or imported into the system?
  • What’s the monthly budget for the tool, resources, and support?
  • What type of reports or kind of reporting features is needed?
  • Do you want the software stored locally or in the cloud (an online system)?
  • How easy is it to import current information?
  • How much accessible are the product and/or services?
  • How easy is it to implement?
  • Will training be accessible?


  • Employee Buy-In: Encouraging leadership and employees to use the system and its features aids to ensure structured sales, marketing, and customer service synergy.  People rarely like new software or changing their habits, so a client requires to make sure people are dedicated to using it, and at the same time, analyze your existing software and workflows to see how you can get the data in and out of the client portal for accountants with a trifling interruption for your staff.”
  • Cost: It could cost as much or as little as $500 to $2,000 per user per year to use a CRM. Make sure this should fit within your budget and that you’ll get the ROI you assume.
  • Technology: A CRM is not an IT project with a final start and endpoint; rather, it is an ongoing work in progress. Considering a Client portal for CPAs as an IT installation may bound the efficiency of the tool, as well as diminish the importance of client relationship administration. Avoid this type of thinking at all costs.
  • Intuitive Usability: Investing in a system that not only encounters the firm’s needs but is also intuitive and easy to use by staff is critical for the acceptance to take place.


When considering a CRM, take many things into accounts, such as usability, requirements, scalability, and budget.

Lastly, ask people what they are using, why and if they would recommend their product. Don’t be shy. And most of all, don’t buy the same one just because your rivalry has it. Invest in the product that’s good for your firm’s growth.