Accounting CRM
Our Accounting CRM provides a complete overview of your practice in one centralised dashboard. Track Company House year-end dates, accounts due dates, confirmation statements, VAT stagger groups, and client statuses in real-time, with clear visual indicators for upcoming, overdue, or critical deadlines.
Beyond the dashboard,
The CRM offers full lead and client management with task tracking for calls, tasks, and meetings, along with automatic HMRC data import for incorporation dates and filing deadlines. Stay organised with calendars, to-do lists, and sticky notes, while managing invoicing, online payments, smart PDF quotations with e-signatures, file storage with reminders, staff roles, client portals, support tickets, web enquiry APIs, and website review management — all designed to streamline your workflow and make accounting practice management simple and efficient.
Key Points
- Real-time Company House Year-End, Accounts Due, and Confirmation Statement tracking
- Clear visual indicators such as “3 days left”, “Today”, “1 year left”, “2 years late”, and more
- Full list of overdue filings with assigned staff for immediate follow-up
- VAT Stagger Group monitoring with due dates and VAT numbers
- Comprehensive client list overview: total clients, active, inactive, frozen
- Quick filter options: month, date, incorporation date, VAT stagger group, keyword search
- Immediate display of key client info: company details, email, phone, deadlines, assigned staff
- Helps teams prioritise work effectively and stay fully compliant
- Designed for scalability — perfect for practices managing hundreds or thousands of clients
Additional CRM Features
- Lead & client management with full task tracking: calls, tasks, and meetings
- Automatic HMRC data import for incorporation date, year-end, accounts due date, and confirmation statement date
- Built-in calendar, to-do lists, and sticky notes for daily organisation
- Invoicing system with online payment integration (PayPal & Stripe)
- Smart PDF quotations with e-signature for seamless proposals
- File management with automated reminders for deadlines and compliance checks
- Staff management and role-based access control, plus complete team task management
- Secure client portal for document sharing and communication
- Web enquiry API for capturing website leads automatically
- Support ticket module for internal workflows and client support handling
