13 Best CRM Software for Accountants & Firms in 2024

Imagine this, you are an accountant getting back to work after a relaxed weekend. You grab your coffee and head into the office.

You start your day by watering the little plant on your desk that was unattended over the weekend. You are all set and energized to start your day and your boss pings you.

He says- Hey! Is the tax return document for that client ready? What about the balance sheets?

That would send a shiver down your spine, right? Create a sense of doubt and anxiety?

I understand that the world of accounting is quite stressful. Trust me you aren’t alone in this. If you are a stressed accountant struggling to remember and manage your tasks I have a great solution to help you out.

The answer to your problems is, drumroll please 🥁accounting CRM tools! CRMs are a huge trend among different businesses. More and more businesses aim to increase their profits by employing a CRM tool as CRMs have been reported to increase sales by 300%. That’s why the need for CRM in the banking sector is also increasing.

Now even though the best sales CRMs in the market are highly customizable they lack the features that are specific to your accounting needs.

To make your life easier I have put together a list of the 13 best industry leaders when it comes to accounting CRMs that can help you elevate your productivity by a mile. Let’s get started with the essential features of accounting CRMs that can benefit you.

Features of an accounting CRM that can benefit your business

So, as promised, here are a few of the common features found in most accounting CRMs that can help your accounting firm irrespective of its scale.

Automated clients’ data collection, storage, and management to save time

I understand that the last thing you want as an accountant is to spend time on manual customer data entry and management. CRM software can help you save plenty of time by automatically entering the client data as they enter your pipeline by using an excel bookkeeping template for say and be efficient in arranging and managing different types of sales leads that you generate.

Not only that it helps with your bookkeeping process, reduces human errors, and tracks your transactions all while storing your sensitive data in a secure database.

Client information dashboard for easy access to data

As accountants, easy and readily available data can be key to boosting productivity and getting the job done. With CRMs as a central repository for your client data, you can easily access the necessary data with ease.

You can then use this easily accessible data to prepare a tax return document, prepare a budget forecast, or even handle monthly, quarterly, and annual closings.

CRMs can also boost collaboration and transparency between teams as the data is shared easily among the members of your accounting firm.

Automated follow-ups and reminders for effective communication

Although CRM tools help you boost productivity and communication within the company, they mainly focus on helping you build and maintain a healthy relationship with your customers.

CRMs help you with follow-up emails by automating them, like sending a mail to your customer saying it is time to file a tax report, or telling them that their company's finances have to be analyzed and audited.

CRMs can even send your clients emails with the progress of their deals and milestones achieved with the information gathered from the pipeline.

Client communication tools for better relationship management

CRMs have all the information you need about your clients and it uses that information to help you deliver customized customer experience. CRMs segment clients based on the existing data and provide a custom experience tailored to your customers, through personalized emails, messages, and other interactions.

Visual pipeline to see progress

It is really hard to manage a team, assign tasks, and track those tasks or follow up on them. CRM tools give you access to a visual pipeline that can help you understand your team's progress. Most CRMs provide an option to customize your pipeline for the different departments in your firm.

Like a sales pipeline to track progress across the different stages of the sales pipeline, and an accounting pipeline to track the progress of accounting activities like preparing a budget, balance sheet, or tax return documents.

These visual pipelines reduce your time spent on manual assigning and follow-ups. It can also help you optimize the workflow tremendously as you now can see the places with hiccups and address those issues.

Detailed reporting to optimize workflow

All CRMs have a detailed reporting page with all the data you need to understand your clients, your workflow, your pipeline, your progress, individual progress, and more which you can use to optimize your workflow to boost productivity.

The 13 best CRM software for accountancy and bookkeeping

Now that you know the numerous benefits of an accounting CRM let me tell you about the best accounting CRMs in the industry that can help you enjoy these benefits.

Zixflow

It should be of no doubt that Zixflow tops this list considering its amazing and versatile features that fit any and all businesses irrespective of size or type.

This goes for your accounting needs too. Need to generate more quality leads for your accounting business? Zixflow can do that.

Need to boost your customer engagement using different channels? Zixflow does that.

Need a unique personalized workflow that best suits your accounting needs? Zixflow can do that.

Need to store and manage your client data securely? Zixflows got you. Finding it hard to write personalized emails in bulk for your vast number of clients? Zixflow’s AI has got you covered.

Need a truly all-in-one CRM that best suits your accounting needs? What do you think? Yup, you guessed it! Zixflow is the solution!

This is just the tip of the iceberg when it comes to Zixflow, there are numerous reasons for you to choose Zixflow over any other CRM. So let me tell you about a few of the super cool features of Zixflow CRM to start with.

Key features

Client information storage

Yeah yeah, I know all CRMs do this. It’s what a CRM is for but Zixflow does this in the most mindful manner. Being mindful of your time Zixflow lets you create a highly customizable collection that can store and organize all your information in the way you would like it to be stored.

This can help you save plenty of time during your accounting work and relieve you of the stress that comes with searching for missing documents and data.

*Zixflow CRM’s customizable lists and collections are perfect for accountants looking to store data the way they prefer.*

Comprehensive dashboard

Imagine a highly secure safe where you store your valuables. Will the safe be useful if you can't open it when you need it? Absolutely not!

Similarly, what good is highly secure data storage if the data cannot be easily accessed? Zixflow has a comprehensive dashboard that is easy to understand and highly customizable to show the information that you want.

With this you can get an idea of the progress in projects, information about clients and leads, and just about anything you want to be informed about to make accounting easier.

*Fulfill your accounting CRM needs with the comprehensive dashboard offered by Zixflow that gives you all the information you need to stay informed.*

Complete customization

Zixflow lets you customize everything like a custom collection for all your different types of data, a custom list to organize and view those data, custom emails, SMS, WhatsApp messages for WhatsApp marketing, and custom reporting. Quite literally you can customize everything that you see to suit your accounting needs best.

One-click approach for all clients

Zixflow is all about making your life easy. Need to contact your client? Add notes? Create activities? View past interactions? Manage files? Zixflow can give you a holistic view of all your client information in just one click using the contact overview feature.

This can be a game changer when it comes to saving time searching for client data during the crunch hours of accounting deadlines.

*Zixflow’s one-click approach can be the perfect solution for accountants looking for a CRM that can give a holistic view of their clients.*

Lead generation and management

Zixflow makes it extremely easy to capture leads, organize them, and manage them. With Zixflow forms through the virtual form builder, you can create custom forms for different use cases and integrate them into your website easily to generate high-quality leads that will easily pass your lead qualification checklist.

Zixflow also understands the pain of manually assigning leads to different lists, so Zixflow makes your life easier by automatically adding new leads to specified lists for easy organization and management.

Through this, you can easily assign clients and tasks to your accountants and track progress for that and always stay on top of everything that is going on in your organization.

*Zixflow’s CRM for accountants lets you easily manage all your leads in one place.*

Efficient engagement

You can boost sales engagement using AI with Zixflow CRM which uses AI to build fully automated sales cadences to keep your leads hooked. Zixflow uses multi-channel engagement to reach out to clients on different platforms to interact with them.

Zixflow lets you and your clients connected through automated reminders to inform you when a lead is turning cold. Zixflow understands that human interaction is key to converting leads so it lets you create smart cadences that let you break sequence and intervene if a lead replies.

This can elevate the profitability of your accounting firm looking for new clients.

Automated workflow

Zixflow lets you streamline and automate your workflow with customizable automated workflow templates that require no coding making it extremely beginner-friendly. Using the custom templates you can add multiple automation to streamline your work.

To remain true to complete automation you can use the IFTT triggers (If This Then That) to trigger an action if some conditions are met. To make your life easier you can put your engagement efforts on autopilot with Zixflow’s cadence that automatically follows up, sends email reminders, and schedules calls to give you a laid-back work experience.

*Easily automate your workflow with IFTT triggers by Zixflow, one of the best accounting CRMs that keep your workflow streamlined even when you are not around.*

AI-powered email optimization

Zixflow has plenty of features when it comes to emails. To start with, it lets you manage and organize all your emails in one place.

You can choose to add email addresses to cadences to engage with leads effortlessly. Zixflow lets you send personalized emails in bulk with ease saving you valuable time.

If you want to check the validity of your lead’s email you can do that with just a click using the email validation feature.

*Zixflow accounting CRM’s email validation feature lets you check the validity of your client emails with just one click.*

Using Zixflow's advanced AI you can create personalized intros and icebreakers for a great first impression. With some simple details like type of email, target audience, and objective you can create a high-quality email copy with Zixflow’s AI.

With AI-powered campaigns, you can gain maximum deliverability as the AI chooses the best operators to send the outreach messages to.

*Elevate customer engagement for your accounting firm using the AI feature of Zixflow CRM to write personalized engaging emails.*

Top-notch Security

Being an accountant would mean that you often deal with sensitive information. It is your job as an accountant to protect these sensitive documents. Zixflow’s security reduces your stress about threats to data by providing a high-end secure platform.

With robust data security, end-to-end encryption, password-less authentication, and enterprise-grade security ensures that only the people with the necessary permissions in your enterprise can access the data.

Pricing

Zixflow provides three categories of pricing plans:

Marketing: Starting from a free tier and extending up to $159 per month for unlimited access.
XCRM: Ranging from $59 per month for the Starter Plan to $249 per month for the Enterprise plan.
ONE (Marketing + XCRM): Beginning at $79 per month and increasing up to $299 per month for the Enterprise plan.

*Pricing plans of Zixflow which is one of the best CRM software for accountants, accounting firms, & bookkeepers.*

Customer reviews

⭐⭐⭐⭐.8 on G2

⭐⭐⭐⭐.7 on Capterra

Financial Cents

Financial Cents is a tailor-made CRM for accountants to make your accounting life easier. It helps you to securely store and organize client information, keep track of your client interactions, and boost your customer relationship with your clients.