CRM for Accountants
The CRM for accounting firms that never lets a deadline slip.
Filing season is a hundred clients, each with documents to chase, an engagement letter to sign and a deadline that does not move. AutomateNexus CRM collects the documents in a portal, runs the recurring deadlines as tasks, and keeps every client conversation on one record.
Where accounting pipelines leak.
- 01
Document chasing by email
The same request goes out five times to the same client, and the answer lands in a thread three people are copied on.
- 02
Onboarding is a checklist in someone's head
Engagement letter, IDs, prior returns, portal access: every new client gets a slightly different version.
- 03
Deadlines tracked in a spreadsheet
Recurring filings per client per year live in a sheet that is right until the day it is not.
Built for how accounting firms actually sell.
A client portal that collects the work
Clients upload documents, sign the engagement letter, approve deliverables and message you in a portal on your brand; nothing lives in email threads.
Recurring deadlines as tasks
Filing and review dates recur per client with owners and due dates; a project template per service copies the whole task list into every new engagement.
Onboarding that runs itself
The Client onboarding workflow sends the welcome, the portal invitation and the document request, waits for each, and creates the follow-up task when a client goes quiet.
Time on the engagement
Log time against tasks and projects and see it beside the budget, so fixed-fee work stops quietly losing money.
How an accounting pipeline runs.
How an accounting firm runs a filing season on AutomateNexus CRM.
- 01
The prospect
A referral or a form becomes a lead; Karrie drafts the reply and the booking link puts the first call on the partner's calendar.
- 02
The engagement
An accepted quote becomes the engagement: the letter goes out for e-signature, the onboarding workflow invites the client to the portal and requests the documents.
- 03
The documents
Uploads land in the portal against the request; a client who goes quiet gets the reminder and the owner gets the task.
- 04
The work
The project template copies the task list with recurring deadlines and owners; time is logged as the work happens and sits beside the budget.
- 05
Delivery and renewal
Deliverables go to the portal for approval, the invoice follows and syncs to QuickBooks, and next year's recurring tasks are already on the calendar.
The agents that work an accounting pipeline.
Every plan includes Karrie and seven specialists. These are the ones accounting firms lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotLists what is due, what is overdue and which clients have not sent documents, and drafts the reminders.
- A2SupportResolverAnswers routine client questions in the inbox and escalates anything technical.
- A3SchedulerPlannerBooks review calls from real availability.
- A4OpsCoordinatorRuns onboarding and renewal workflows and the recurring tasks.
- A5AnalyticsForecasterShows realised rate per engagement and where fixed fees are underwater.
The tools accounting firms already use.
- 01GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
- 02OutlookRecent mail logged to the timeline, Outlook Calendar synced every 15 minutes.
- 03Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 04Outlook CalendarTwo-way sync with Microsoft 365 calendars.
- 05QuickBooksInvoices, payments, estimates and credits in step with QuickBooks Online.
- 06StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 07Google DriveAttach Drive files to records and the client portal.
- 08OneDrivePick OneDrive files straight into deals and projects.
- 09ZapierTrigger Zaps from twelve CRM events and write records back through the REST API.
What to look for in a CRM for accounting firms.
Whether or not you choose us, hold every vendor to these.
A portal for documents and signatures
Requests, uploads and engagement letters belong in one place the client can log into, on your brand.
Recurring tasks, not a spreadsheet
Deadlines should recur per client with owners, and roll up into a daily view of what is due.
Time against the budget
If you sell fixed fees, you need logged time beside the budget on every engagement.
Separation between partners
Ask whether client data can be isolated per workspace and whether access is by role.
An honest security answer
Encryption, access control and an audit trail are table stakes. If a vendor claims a certification, ask to see it.
CRM for accounting firms, answered.
Data is encrypted in transit and at rest, access is role-based with a two-factor policy for your team, workspaces are isolated at the database level, and every view and edit is in the audit trail. We operate to SOC 2-aligned controls (Type II in progress) and say exactly where we stand if you ask.
Yes. The client portal takes uploads, e-signatures on documents such as engagement letters, approvals and messages, on your brand and domain. Portal users do not count against your seats.
Yes. Tasks recur on the schedule you set per client, with an owner and a due date, and project templates copy a full task list into each new engagement. Karrie's daily brief lists what is due and what is overdue.
Yes. Time is logged against tasks and projects and shown against the project's budget.
Yes. Quotes and invoices go out from the client record with payment links, and invoices, payments, estimates and credit memos sync both ways with QuickBooks Online.
Yes. Workspaces isolate data at the database level and members see only the workspaces they are given; role-based access hides fields such as pricing from those who do not need them.
Start the Client onboarding workflow from the won deal: it sends the welcome and the portal invitation, requests the documents, waits for each, and creates a task for the owner when the client stalls. Every step executes for real.
Always. Full export at any time and a complete API, with no exit fees.
Put the agents on your accounting pipeline.
Start your 7-day free trial. No credit card. Karrie is ready on day one.