Why Your Accounting Firm Needs Client Management Software

When you’re a startup or SME owner, you need high-level tools to supercharge your efficiency. For instance, you need a client relationship management software, whether you’re a baker, a real estate agent, or a retailer.

How a CRM tool helps your business

If you’re a CPA firm, you might not think that CRM software is a valuable addition to your company. However, that could not be further from the truth! Investing in CRM enables you to provide consistent, reliable accounting services, which is the bedrock of your business.

If, for example, you use accounting software like QuickBooks, you can input new data involving transaction material and your client’s financial history in your CRM. Alternatively, you can sync the CRM with QuickBooks so that the information updates in real-time.

With CRM, you can input customer information from QuickBooks, including their transaction history, tax files, and other relevant data. You can then record your interactions with the client without having to pull up files or emails from disparate sources. Streamlining your workflow is so much easier when you can integrate CRM with your bookkeeping software. Here are more ways this tool helps you grow your business.

CRM tools facilitate better onboarding

When you bring on a new customer, it’s essential to have an onboarding process in place. Besides knowing their tax history, you should have a way to collect email correspondence, consultation and appointment timelines, and other similar documents.

Apart from these, you must ensure that clients know their deadlines and expected outputs. When you have CRM software, you can use it to build a smooth onboarding process that provides clients with the same information at the best time.

CRM tools let you automate your workflow

Data entry can be repetitive, and a large part of an accountant’s job consists of filling spreadsheets with numbers and formulas. With accounting workflow software, you can automate certain functions and stay on track for your deadlines. Employing CRM tools in running your business lets you build bookkeeping tasks if you’re an accountant. However, you can also customize it for other industries.

They help you manage invoices and payments

Keeping track of payments and invoices lets you manage your company’s cash flow. If you have all of this information in one place, it helps you create a seamless process. If you use CRM software, you can accept credit cards and integrate payment providers as well.

Your customers can have the choice of paying through PayPal, Stripe, or WePay, for example, as long as you provide them with the “pay now” button and send them an electronic invoice for instant payments. Also, you can set payment frequencies at a schedule that is convenient for you, and set reminders for your clients so you can help them make on-time payments.

Doing this helps you show your capacity for customer service. For example, if a client habitually misses payments, you can automate reminders and responses. That way, you are not the bill collector, and you can cultivate a warm relationship with your clients.


Anyone who sells products and services needs to nurture the relationships they build with their clients. CRM tools ensure that you have a close correspondence with your contacts and can monitor tasks efficiently. When choosing a tool for your company, select one that best addresses your needs, tailored for the type of service you provide.

Integrate Firm360 in your workflow and start building excellent relationships with your clients. Our client management software for accountants is an all-in-one solution for your firm’s needs. From relationship management to workflow routing, Firm360 has you covered. Get in touch with us today to learn more!

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