How To Select CRM Systems For CPAs?

Wikipedia defines it as: “Customer Relationship Management (CRM) is the process of managing interactions with existing as well as past and potential customers”. It is one of many different approaches that allow a company to manage and analyze its own interactions with its past, current, and potential customers. It uses data analysis about customers’ history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

A significant feature of the CRM system is that it assembles data from different communication software, such as the company’s website, telephone, email, live chat, and social media. Through the CRM system for CPAs, CPAs and Accountants learn more about their target audiences and how to best accommodate them according to their needs.

Selecting A CRM Systems For CPAs And Accountants

In Today’s modern tech era, the market is full of hundreds of different kinds of Customer Relationship Management (CRM) software. However, CPAs and Accountants have specific requirements for Customer Relationship Management (CRM) software tools. So here is the advice one must keep in mind when searching for features in a Customer Relationship Management (CRM) software for CPAs and Accountants:

1. Integration With Other Accounting Software

This is one of the major features. As a CPA or an Accountant, you know the worth of keeping a clear overview of your client’s transaction history. Having a record of your client’s transaction history in hand, you will be able to provide professional accounting services. The sensible move is to choose CRM software for CPAs and Accountants that integrates with your current accounting software, such as Xero or QuickBooks. This integration feature enables you to enter new client or transaction information in either program and have it automatically sync to the other.

Taking advantage of this integration feature will improve the efficiency of entire work processes.

2. Streamlined Client Onboarding

Whenever you close a deal with a new client, the new client goes through an onboarding process. This process aims to provide your client with a better understanding of the tasks and timelines they are in charge of while you’re providing them with accounting services. This feature makes sure that everyone is on the same page, and working at the same pace. This helps you save your time and your client’s money.

Look for a CRM portal for accountants that allows you to set up and organize your client onboarding plan.

3. Enhanced Client’s Data Management

When you organize a CRM system for CPAs, it’s important to make sure that it saves all data about your clients and everybody in your team is able to access and update this data easily. Make sure the CRM system you choose is cloud-based and mobile-friendly, allows you to have data access anywhere. This feature will help you to reduce data entry and communication errors that can cost you in terms of losing your valuable clients.

4. It Makes Communications With Clients Comfortable

In general, CPAs and accountants have several ways to communicate securely with their clients, such as email and video chat. These ways of communication do not keep record saving a detailed history of communications in your CRM system, you can get back to this information whenever required.

5. Brand-Building Tools

Either you are a freelancer accountant or you work at a larger firm, your brand image is of great concern. As a Cpa or an Accountant, your personal and professional brand follows you throughout your career. Think of it as a trademark for your accounting services. When you are searching for a CRM system for CPAs, consider one which has tools to assist you to build your accounting brand. You can do it by sharing resources with your clients.

6. Customization Of Automated Workflows

Being a CPA or an accountant, you have to deal with a huge number of monotonous records and tasks every single day. How would you feel if all of these repeated daily tasks could be automatically completed? This is the idea behind the usage of a customizable CRM system to build automated workflows. You can adjust and update the workflows according to the needs of your work. Other procedures for instance document storage and equations can also be carried out using customization.

CRM systems for CPAs are designed specially to build a strong relationship between CPAs and their clients.

Top 5 CRM Systems For CPAs

  1. Insightly
  2. My CPA Dashboard
  3. Keap
  4. Zoho Books
  5. WorkBooks


Using a CRM system for accountants can help you automate processes that will save your time and money that can be used more effectively somewhere else. A good CRM system also gives you the tools to maintain great relationships with your clients.

When considering a CRM portal for accountants, take many things into account, such as convenience, need, expandability, and budget.

Finally, ask people what CRM portal they are using, maybe they could recommend any specific portal for accountants.