Best Crm For Accounting Firms 2020 – Running an accounting firm requires everyone to stay on the same page. You need practice management software that empowers you, your team and your clients to work together easily every step of the way. CPA Rocket gives you the tools to communicate effectively, organize teams, and provide an ideal customer experience.
CPA Rocket makes it easy to organize and track your customers in a centralized database. Import your entire client list into CPA Rocket using a simple excel upload.
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Protect your customer information in a secure central database. Team members can quickly find important customer details to work more efficiently. We use advanced encryption and SSL security to keep customer information safe.
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Our client management software includes secure file transfer and a client portal for accountants. Our system makes it easy to invite clients to the portal, receive and send secure files and communicate securely.
Use the task system for 30 days and you’ll be hooked. Organize all your tasks easily. Add your to-do list, personal appointments, client issues, project deadlines, and more to the task system and see how much time you save. Everything neatly organized in one place so you know what to focus on.
Do you spend hours every day writing the same email? Save time and create efficiency for your company by using template emails. Instead of rewriting the same “We need your W-2” email 100 times, write it once and then use it forever. Even short emails amount to 2 or 3 sentences. Our template email system makes it easy to save hours of time every month.
Before CPA Rocket, our firm thought we had a good system in place. As we transitioned, we realized how much time was wasted just following up with clients.
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The email template alone has saved our firm hours every month. Our team now sends a consistent message to all customers and does it in a fraction of the time.
Once our team started using jobs, we saved significant time each month. Everyone is on the same page and we don’t miss important customer follow-ups.
Coordinating our team is now much easier with CPA Rocket. We are thankful that we found this software and stick with it. The content and reviews of Fit Small Business are editorially independent. We may earn money when you click on our affiliate links. Learn more.
Jess served on the founding team of a successful B2B startup and used a variety of sales and marketing tools throughout her 15-year career. He uses his industry knowledge to provide the best answers to your questions about sales tools and sales management.
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Customer relationship management (CRM) software is designed for accounting professionals to help accountants, bookkeepers and finance staff manage invoices and invoicing in a centralized platform. Basic features include payment processing, tax calculations, access to open balances, subscription management, and generation of financial reports. We’ve reviewed dozens of CRM systems for accountants and bookkeepers based on price, features and support.
Zoho CRM is a powerful CRM that is easy to set up and use, and is part of the Zoho family that offers a great set of business tools. It provides essential features for accountants and bookkeepers, such as creating quotes, invoices, and purchase orders, creating product records, and managing subscriptions for repeat customers.
While the basic financial features are included, Zoho’s real strength lies in its ability to integrate with the Zoho Finance Suite. It works with Zoho Books, Zoho Subscribes, and Zoho Expense – allowing users to enter information in one application and sync it with the rest of the system. With these integrations, users can manage quotes and invoices, create financial reports, track payments and subscriptions, and calculate accurate taxes.
For those who do not use other Zoho products, Zoho CRM offers integration with other popular accounting applications, including QuickBooks and Xero.
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However, Zoho’s free plan has limited features and is limited to three seats. Users who want a free CRM with extensive functionality should consider HubSpot or Capsule CRM. HubSpot’s free plan offers basic lead generation and marketing tools, as well as an invoice template builder. Meanwhile, Capsule CRM offers more robust functionality, including sales tools, opportunity management features, and integration with more than 1,000 apps with Zapier.
Zoho CRM offers many useful features for those in the financial services industry. Here are some of the features we find most useful:
Freshsales is a powerful CRM that integrates well with accounting applications like QuickBooks, Xero and Revv—allowing them to bring all their customer and billing data into one interface. It offers task services that allow users to automate repetitive tasks, such as updating records, sending emails, and generating recurring invoices.
This CRM system allows users to purchase an additional feature of configuration, pricing and quotation (CPQ) to generate company-wide documents, such as invoices, quotations, change documents, and contracts. It provides users with the right price at the right time when sending quotes or invoices. Users can also send documents to clients from the system and record updates on the activity schedule.
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Freshsales’ free plan lacks basic functions and is mostly limited to managing contacts and email. Users who want rich free CRMs should consider HubSpot or Capsule CRM.
Freshsales offers a set of useful features for accountants and bookkeepers. Here are some of the features we find most useful:
** Paid plan subscribers have productivity tools, while unlimited unlimited users can only access databases, view reports, and perform basic administrative tasks.
HubSpot CRM is an end-to-end CRM solution that offers a variety of integrations for popular accounting and bookkeeping applications such as Xero, QuickBooks Online, and Sage Accounting. It also integrates with widely used payment platforms such as Stripe and PayPal.
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In addition, it offers a native payment process powered by Stripe’s infrastructure. There is no fee to add the payment processing built into HubSpot, but you will pay a fee of 2.9% per credit or debit transaction and 0.5% per ACH transaction.
HubSpot has CPQ features to quickly process orders, as well as identify the sales performance of different products. Its sales analytics reports also provide users with useful insights into the overall health of their sales pipeline.
While HubSpot CRM offers solid features in its free plan, users who need more advanced features will need to upgrade. However, its pricing plan is flexible and not the most budget-friendly. The plans cost more than $450 to $1,200 per month. Users who want more affordable and flexible plans can consider Zoho CRM, Capsule CRM, or Bitrix24.
HubSpot CRM offers sales tools and features for a variety of industries, including the financial sector. Below are some of the features we find most useful:
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* The price plans above are for Bitrix24 partner plans, calculated annually. Monthly and quarterly subscriptions are also available at slightly higher rates.
Bitrix24 is a comprehensive CRM solution that provides helpful tools for CPAs, accountants and bookkeeping professionals, including invoice and transaction management tools. It also allows users to automatically sync financial data with their existing accounting software, such as Xero and QuickBooks.
The unique features it offers not usually found in other CRMs include hosting an online store directly from your Bitrix24 account that allows users to easily manage financial transactions, such as payment processing, stock management, and -stock keeping unit (SKU) monitoring.
It also offers powerful sales management features, such as sales intelligence tools, information on customer purchase costs and marketing return on investment (ROI). Its analytical reports help users see sales trends and forecast revenue. In addition, its sales reports can identify the best customer relationships, provide financial period comparisons, and calculate advertising costs and ROI.
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Bitrix24 is one to learn because of its complex and feature-rich dashboard. Accountants and bookkeepers who prefer a more user-friendly platform can consider Capsule CRM. It’s a no-nonsense CRM that’s easy to navigate and intuitive – making it ideal even for new users.
Bitrix24 provides a robust feature set that helps small businesses streamline their sales process. Below are some of the features we find most useful:
Pipedrive offers clear visual pipelines that show what stage each deal is currently at. This functionality allows the team to see at a glance which accounts are getting priority while ensuring that no leads or prospects fall through the cracks.
It integrates with many popular financial management tools, including QuickBooks and Xero, allowing users to create and send invoices directly to both invoicing apps without leaving the Pipedrive platform.
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Pipedrive’s more expensive service plans include a recurring revenue feature to manage billing schedules and payment schedules. It offers revenue forecasting reports that allow users to forecast sales development and growth. The system also identifies customer payments that fall into various segments, helping users project accurate revenue.
Pipedrive does not offer a free plan and does not have a built-in billing tool. Users who don’t have the budget for a paid plan can consider HubSpot CRM or Capsule CRM instead. Those who need integrated invoicing tools should consider Zoho CRM or Bitrix24 as solid alternatives.
Pipedrive offers useful features that help accountants and bookkeepers collaborate with team members and manage clients. Below are some of them
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