13 Best CRM Software for Accountants

Marketing teams love talking about nurturing leads and building strong client relationships. But let’s not forget—finance pros face similar challenges.

Accountants and accounting firms often struggle with client engagement, lead management, and navigating customer relationship management systems, largely due to a lack of training or tools. Whether you’re trying to switch accountants, onboard a new accountant, or explore accounting CRM software, there’s a clear need for better solutions.

The answer? A tailored CRM solution for accountants.

A good CRM system goes beyond meeting deadlines—it’s an all-in-one tool for managing client communications, streamlining accounting processes, tracking interactions, and easily nurturing leads.

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Here’s a list of the 13 best CRM software for accountants and their USPs:

• ClickUp: Best for streamlining finance project management and client relationships
• HubSpot CRM: Best premium CRM solution for growing teams
• Method CRM: Best for customizable workflows for QuickBooks users
• QuickBooks CRM: Best for integrating financial management with CRM functionalities
• Pipedrive: Best for pipeline optimization for sales teams
• Insightly CRM: Best for project management with sales-focused features
• Zoho CRM: Best budget-friendly CRM for startups and small businesses
• Liscio: Best for client communication and collaboration for accountants
• Nimble: Best relationship-focused CRM with social media integrations
• Accelo: Best for all-in-one automation for professional services teams
• Keap: Best advanced marketing automation for small businesses
• Capsule: Best affordable CRM with scalability for startups
• TaxDome: Best for managing complex workflows for accounting firms

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What Should You Look for in CRM (Customer Relationship Management) for Accountants?

Let’s be honest—with piles of work and never-ending spreadsheets, accountants have a hard time managing client relationships on the side.

As the saying goes, “Being an auditor is like being a detective, but your only clues are paperwork and numbers.” It’s a tough gig.

So, as a remedy to an auditor’s woes, a good CRM for accountants should absolutely deliver the following:

• Centralized client data access: Access and update client information from a single dashboard without hunting through emails or files
• Collaboration tools for teams: Enable teams to share resources, raise tickets, and troubleshoot with knowledge bases or tutorials
• Workflow automation: Automate repetitive tasks like sending tax reminders or following up on leads
• Effortless integrations:  Seamlessly sync with QuickBooks, Xero, or other accounting software to minimize manual work
• Simplified client onboarding: Make onboarding smooth with tools to collect documents, set reminders, and assign tasks
• Customer lifecycle tracking: Gain sales pipeline visibility to spot bottlenecks and convert leads to loyal clients
• Built-in branding tools: Use email templates and campaign management for consistent, targeted communication
• Analytics and insights: Visual dashboards help you track client engagement and uncover areas for improvement

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The 13 Best CRM for Accountants

Brace yourselves, accountants—this might shock you a little. Nearly 39% of your millennial clients say they’re searching for an advisor who’s more than just competent but also “enjoyable to work with.”

Yep, enjoyable. Here are 13 top CRMs for accountants that help you get there.

1. ClickUp (Best for finance project management and customer relationships) 

Between the late nights reconciling books and fielding “What’s this expense?” emails, it makes sense that client relationships suffer.

Here, an efficient accounting CRM like ClickUp can help you automate your client management and lighten your load to keep things organized (and pleasant) easier than ever.

Let’s understand why ClickUp is a go-to CRM for many accountants:

🤖 Recurring reconciliation tasks that make sense

Ever lost track of how many months behind a client is because their tasks disappear when marked “done”?

With ClickUp, reconciliation tasks regenerate every month, whether closed or not. It’s like your overdue reminders have a backup plan—perfect for keeping tabs on those “Ask My Accountant” clients.

📅 Task views that won’t make your head spin

Whether you’re tracking client checklists, looming tax deadlines, or team projects, ClickUp’s multiple task views have you covered.

Prefer lists for reconciliations? Great. Need a calendar view for filing dates? Done. Working on a Kanban-style project for a tricky audit? Easy. You can switch between views effortlessly.

☂ Centralized customer data for smarter client relationships

ClickUp helps you create a structured CRM system with hierarchical folders and subfolders for storing client contact info, interactions, and deal history.

It’s like having a digital Rolodex, but smarter and less likely to be buried under paperwork.

⏩ Templates to jumpstart your workflows

ClickUp’s curated templates are perfect for accountants and sales teams.

The ClickUp CRM Template helps you manage your leads, client relationships, and sales pipeline in one place.

🤝🏻 Collaborative docs for team efficiency

Accounting is rarely a solo gig, and ClickUp knows it.

Does your finance team need to prep pitch decks, share SOPs, or store contracts?

Use ClickUp Docs to create, edit, and collaborate in real time. Link documents to tasks so your team has all the context they need—no endless email chains required.

📊 Customizable dashboards for financial clarity

Track budgets, manage bill payments, or plan discretionary spending with ClickUp’s Dashboards. Formula Fields lets you calculate data directly within the platform, while visual analytics gives you a high-level view of your financial health.

⏳ Automated workflows to save time

Here’s the best part of the ClcikUp experience.

ClickUp doesn’t just handle tasks—it automates them so you don’t waste time.

Set up recurring notifications for tax deadlines, client follow-ups, or project reminders. The tool can instantly convert form submissions into actionable tasks, so you’re always on top of incoming requests.

⌚ Time-tracking and reporting features

Keep an eye on your team’s workload with built-in time tracking. The ClickUp Chrome Extension lets you record time on tasks straight from your browser. Generate custom timesheets or reports to ensure billable hours are always accounted for.

ClickUp best features

• 1,000+ integrations with tools like Google Workspace, QuickBooks, and Microsoft Office
• Recurring tasks that regenerate automatically
• Customizable templates like the CRM Template and Finance Management Template to simplify workflows
• Dashboards with Formula Fields for real-time financial calculations and insights
• Collaborative docs linked to tasks for smooth teamwork and faster prep
• Time tracking and reporting tools for accurate billing and workload forecasting
• Built-in forms to convert submissions into actionable tasks instantly
• 50+ automation to streamline repetitive workflows across departments

ClickUp limitations

• Some advanced views aren’t yet available on the mobile app
• The rich feature set may require some onboarding time for new users

ClickUp pricing

• Free Forever
• Unlimited: $7/month per user
• Business: $12/month per user
• Enterprise: Contact for pricing
• ClickUp Brain: Add to any paid plan for $7 per member per month

ClickUp ratings and reviews

• G2: 4.7/5 (9,000+ reviews)
• Capterra: 4.6/5 (4,000+ reviews) 

2. HubSpot CRM (Best for teams seeking a CRM solution within an ecosystem)

HubSpot CRM is a popular choice among businesses for managing leads, contacts, and workflows. Its intuitive tools and comprehensive CRM database make it appealing to many teams.

HubSpot empowers users to build strong client connections and drive long-term success through various tools—all you have to do is commit to its ecosystem.

HubSpot CRM best features

• Lead tracking and notifications: HubSpot CRM provides real-time updates on lead behaviors, such as email opens and website visits
• Customizable pipelines: Visually organize and track deals, keeping your team aligned on progress
• Email templates and tracking: Create personalized email templates and get notifications for activity to ensure timely communication
• Meeting scheduler and live chat: Connect with clients and prospects directly without switching platforms
• Reporting dashboards: Monitor team productivity, sales performance, and pipeline metrics through detailed reports

HubSpot CRM limitations

• High costs for advanced features: Expenses rise significantly as users or tools are added to the plan
• Annual contracts: Most plans require a yearly commitment with no option for early termination
• Limited free version: Advanced features like A/B testing and custom reporting are only available on higher-tier plans

HubSpot CRM pricing

• Free
• Starter Customer Platform: $15/month per user
• Professional Customer Platform: $1,170/month 
• Enterprise Customer Platform: $4,300/month 

HubSpot CRM ratings and reviews

• G2: 4.4/5 (11,950+ reviews)
• Capterra: 4.5/5 (4,240+ reviews)

3. Method CRM (Best for QuickBooks users wanting customizable workflows)

Method CRM is a customizable tool designed to simplify workflows and enhance customer relationships, particularly for small to mid-sized businesses that rely on QuickBooks or Xero integrations.

It excels at adapting to unique business needs and automating tasks like invoicing and follow-ups.

Method CRM best features

• Two-way QuickBooks and Xero sync: Automatically sync customer and transaction data between your CRM and accounting software, ensuring accuracy and saving time
• Customizable workflows: Adapt the platform to your unique processes with flexible automation tools and an open API
• Online customer portals: Enable customers to approve estimates, make payments, and access account details, improving cash flow and customer experience
• Integration-friendly: Connect Method CRM with tools like Outlook, Zapier, and payment gateways for enhanced functionality
• Invoicing and sales follow-ups: Automate repetitive tasks like estimate creation, invoicing, and sales updates to streamline operations

Method CRM limitations

• Limited marketing tools: Lacks advanced features for email marketing or A/B testing
• Not ideal for larger businesses: The platform is better suited for small to mid-sized organizations rather than enterprises
• Customization challenges: Some users report issues with syncing and additional costs for fixing customizations

Method CRM pricing

• Contact Management: $25/month per user
• CRM Pro: $44/month per user
• CRM Enterprise: $74/month per user

Method CRM ratings and reviews

• G2: 4.4/5 (290+ reviews)
• Capterra: 4.1/5 (100+ reviews)

4. QuickBooks CRM (Best for integrating financial management with CRM functionalities)

QuickBooks CRM is customized to integrate seamlessly with QuickBooks Online, making it a convenient option for managing client relationships, invoicing, and workflows.

QuickBooks CRM best features

• Two-way QuickBooks sync: Automatically sync customer and transaction data between QuickBooks and the CRM to reduce manual entry errors and save time
• Customer segmentation: Group customers for targeted campaigns, making marketing efforts more effective
• Invoice and payment tracking: Manage invoices and payments directly through the CRM to simplify billing processes
• Customizable reporting: Generate reports tailored to your business needs, providing valuable insights into financial and sales performance
• Client collaboration portals: Allow clients to approve estimates, make payments, and access account details via secure online portals

QuickBooks CRM limitations

• Steep learning curve: Users often find it challenging to navigate and troubleshoot issues, especially during the onboarding phase
• High subscription costs: Subscription fees can add up quickly, particularly for businesses needing advanced features
• Limited scalability: The platform is less suited for larger organizations or businesses with complex automation requirements

QuickBooks CRM pricing

• Simple Start: $19/month
• Essentials: $28/month
• Plus: $40/month 
• Advanced: $76/month 

QuickBooks CRM ratings and reviews

• G2: 4.0/5 (3,350+ reviews)
• Capterra: 4.3/5 (7,680+ reviews)

5. Pipedrive (Best for sales teams focused on pipeline optimization)

Pipedrive is a cloud-based CRM designed for sales teams. It offers a clear and intuitive way to track deals, optimize pipelines, and automate workflows.

Additionally, most accountants appreciate the monitoring feature that gives them insight into various sales funnel stages.

Pipedrive best features

• Sales pipeline customization: Visualize your sales funnel with a Kanban-style dashboard. Customize pipelines to match your sales process and track deals efficiently.
• Lead and activity tracking: Monitor leads and set activity reminders to ensure timely follow-up.
• AI-powered sales assistant: Leverage machine learning to analyze sales data, provide actionable insights, and automate repetitive tasks.
• Workflow automation: Save time by automating emails, deal movements, and other sales processes across your pipeline.
• Integrations with 500+ apps: Seamlessly connect with tools like Google Workspace, Microsoft Teams, and Slack to centralize operations.

Pipedrive limitations

• No free plan: Pipedrive lacks a free tier, which may deter small businesses or those new to CRMs.
• Learning curve: Customization options and advanced features can be overwhelming for beginners.
• Limited custom fields and reports: Lower-tier plans restrict the number of customizations and reporting features available.

Pipedrive pricing

• Essential: $12/month per user
• Advanced: $24/month per user
• Professional: $49/month per user 
• Power: $59/month per user 
• Enterprise: $79/month per user

Pipedrive ratings and reviews

• G2: 4.3/5 (2,080+ reviews)
• Capterra: 4.5/5 (3,020+ reviews)

6. Insightly CRM (Best for sales-focused project management)

Insightly is a cloud-based sales, marketing, and project management CRM. 

The best part? It offers tools for lead tracking, pipeline management, and workflow automation, making it a versatile option for businesses looking to streamline operations. 

Insightly CRM best features

• Lead and project management: Track leads, opportunities, and projects seamlessly across all plans to maintain a clear sales pipeline
• 1,000+ app integrations: Connect with tools like QuickBooks, Slack, and Microsoft Power BI to centralize workflows
• Customizable dashboards: Create visually engaging dashboards to display the data most relevant to your team
• Email marketing tools: Use mass emailing features included in all plans, with more advanced options on premium tiers
• Mobile and web access: Stay connected and manage tasks from anywhere using Insightly’s cloud-based platform

Insightly limitations

• Restricted free plan: Limits on records and storage make the free version less practical for growing teams
• Workflow automation on premium plans: Automation features are only accessible on higher-tier plans, leaving basic plans less competitive
• Limited customer support: Phone support and advanced permissions are only included in enterprise-level subscriptions

Insightly CRM pricing

• Plus: $29/month per user
• Professional: $49/month per user
• Enterprise: $99/month per user

Insightly CRM ratings and reviews

• G2: 4.2/5 (910+ reviews)
• Capterra: 4.0/5 (660+ reviews)

7. Zoho CRM (Best for startups and small businesses)

Zoho CRM is a scalable and budget-friendly platform designed for startups and small businesses.

With a popular free plan, it offers basic features like lead tracking and contact management, making it an excellent entry point for businesses. 

The best part is that, with tools for pipeline management, Zoho users can discover, rate, and assign leads to sales teams while seamlessly managing transactions, accounts, and contacts.

Zoho CRM best features

• Free plan for up to 3 users: Ideal for startups and small teams, with essentials like lead and contact management
• Workflow automation on all plans: Save time by automating repetitive tasks, even on lower-tier subscriptions
• Easy integrations: Connect with Zoho’s ecosystem or third-party tools like Mailchimp, QuickBooks, and Google Analytics
• Customizable dashboards and reports: Gain insights into business performance with tailored visuals and data tracking
• Mobile app access: Manage leads and contacts on the go, ensuring uninterrupted workflows

Zoho CRM limitations

• Limited features in the free plan: Lacks integrations and advanced tools, which may not suit growing businesses
• AI features restricted to premium tiers: Zia, the AI assistant, and other predictive tools are only available in higher plans
• Clunky user interface (UI): Some users report that the interface can feel outdated and less intuitive

Zoho CRM pricing

• Free: $0/per month
• Standard: $14/month per user
• Professional: $23/month per user
• Enterprise: $40/month per user
• Ultimate: $52/month per user

Zoho CRM ratings and reviews

• G2: 4.1/5 (2,690+ reviews)
• Capterra: 4.3/5 (6,860+ reviews)

8. Liscio (Best for client communication and collaboration in accounting)

Liscio is a specialized CRM platform personalized for accounting professionals. It focuses on secure client communication, collaboration, and task management.

You can count on it for its user-friendly features that simplify workflows and enhance client experiences.

Liscio best features

• Secure file sharing and eSignatures: Transfer large files (up to 2GB) and collect electronic signatures effortlessly, keeping client data secure
• Comprehensive timeline view: Access all client interactions—emails, texts, files, and requests—in a single view for complete transparency
• Two-way texting: Communicate with clients faster and more conveniently while keeping sensitive information secure
• Customizable tax organizers: Personalize client workflows by creating tailored checklists for tax preparation and other recurring tasks
• Mobile document scanner: Clients can scan and upload documents directly via mobile, streamlining the data collection process

Liscio limitations

• Limited file tagging: File organization options could be more robust for handling large volumes of documents
• Add-on costs: Features like two-way texting incur additional costs per line
• Learning curve for advanced features: Some users report needing extra training to utilize the platform fully

Liscio pricing

• Core: $40/month per user 
• Pro: $60/month per user
• Enterprise: Custom pricing

Liscio ratings and reviews

• Capterra: 4.7/5 (40+ reviews)

9. Nimble (Best for relationship-focused CRM with social integrations)

Nimble is a user-friendly CRM designed for professionals and small businesses that prioritize relationship management. 

Nimble best features

• Social media integrations: Seamlessly connect with LinkedIn, Twitter, and other social platforms to enhance contact profiles
• Data enrichment: Automatically add emails, phone numbers, and social profiles to contacts, offering a complete picture
• Customizable deal pipelines: Tailor pipelines to fit your sales process and track progress with ease
• Automated workflows: Manage repetitive tasks with workflow automation, saving time and effort
• Group messaging and email sequences: Send bulk or automated follow-ups directly from your email address for personalized outreach

Nimble limitations

• No free plan: Only a 14-day free trial is available, with no free tier for ongoing use
• Storage cap: Limited to 2GB of storage, which can be restrictive for larger teams or data-heavy businesses
• Lacks 24/7 support: Customer support is limited, which may delay assistance during critical times

Nimble pricing

• Monthly: $24.90/month per user
• Annual: $19.90/month per user

Nimble ratings and reviews

• G2: 4.5/5 (1,080+ reviews)
• Capterra: 4.4/5 (1,870+ reviews)

10. Accelo (Best for professional services teams needing all-in-one automation)

Accelo is a comprehensive professional services automation (PSA) platform ideal for businesses managing complex client projects, tickets, and retainers.

It connects the entire client journey, from quote to cash, simplifying operations and providing actionable insights into time tracking, profitability, and project management.

Accelo best features

• Unified platform: Centralizes sales, projects, tickets, and billing into one solution for seamless management
• Automation capabilities: Streamlines workflows, task assignments, and time tracking to improve team productivity
• Customizable modules: Tailor sales, project, and ticketing processes to fit unique business needs
• Global support team: Offers 24/6 availability with various resources, including guides, webinars, and live chat
• Profitability tracking: Tracks time, billable hours, and expenses to provide insights into resource utilization and profitability

Accelo limitations

• Complexity for smaller teams: The extensive features may feel excessive for businesses with simpler needs
• Challenging time capture: Some users report added overhead in tracking time and managing projects
• Proposal functionality: Reviewers have noted limitations in the quoting and proposal processes

Accelo pricing

• Custom pricing

Accelo ratings and reviews

• G2: 4.4/5 (515+ reviews)
• Capterra: 4.5/5 (170+ reviews)

11. Keap (Best for small businesses seeking advanced automation)

Keap is a CRM and marketing automation platform tailored for small businesses. Its goal is to simplify operations and enhance customer engagement.

Known for its extensive automation capabilities, Keap helps businesses manage everything from lead capture to email and SMS marketing.

Keap best features

• Advanced automation: Offers highly customizable automation for marketing, lead nurturing, and team workflows
• Lead capture tools: Automatically gathers leads through forms, landing pages, and social media integrations
• Built-in payment processors: Simplifies payment collection directly within the platform
• Contact tagging and segmentation: Automatically tags and organizes contacts for targeted marketing campaigns
• Email and SMS marketing: Allows businesses to reach customers through personalized, multi-channel communication

Keap limitations

• High costs: Plans start at $299 per month, with additional fees for implementation and scaling based on contact lists
• Integration fees: Many integrations require additional costs, which can add up for businesses relying on third-party tools
• Limited language support: Currently, documentation is not available in Spanish, restricting accessibility for non-English users

Keap pricing

Annual: $224/month 

Keap ratings and reviews

• G2: 4.2/5 (1,500+ reviews)
• Capterra: 4.1/5 (1,200+ reviews)

12. Capsule (Best for startups seeking an affordable CRM with growth flexibility)

Capsule is a simple yet highly customizable CRM for startups and small businesses. 

It excels at centralizing client interactions, providing clear sales pipeline visibility, and offering integrations with tools like Xero, Zendesk, and Mailchimp. 

If you’re ready to invest a little into your CRM, Capsule’s paid plans offer excellent scalability, making it a great choice for expanding businesses.

Capsule best features

• Centralized client management: Provides a single view of client interactions, ensuring seamless communication and task management
• Customizable sales pipelines: Manage deals efficiently with drag-and-drop pipeline dashboards
• Affordable plans: Entry-level pricing starts at just €15 per user per month
• Premium integrations: Works seamlessly with tools like QuickBooks, Slack, Xero, and Mailchimp
• Scalable plans: Advanced features like workflow automation, team access controls, and business enrichment as you scale

Capsule limitations

• Free plan restrictions: Limited reporting and no advanced integrations, making it less useful for growing teams
• Basic reporting: Starter plans lack detailed sales and performance analytics
• No marketing tools: Limited native support for marketing campaigns, relying on third-party integrations

Capsule pricing

• Starter: $18/month per user
• Growth: $36/month per user
• Advanced: $54/month per user
• Ultimate: $72/month per user

Capsule ratings and reviews

• G2: 4.7/5 (350+ reviews)
• Capterra: 4.5/5 (160+ reviews)

13. TaxDome (Best for accounting firms managing complex workflows)

TaxDome is an all-in-one practice management software tailored for tax, bookkeeping, and accounting firms. 

It centralizes client management, project tracking, and internal workflows, offering seamless collaboration and automation features. 

TaxDome best features

• Branded client portal: Provides a sleek, customizable portal for client interactions, including secure document sharing and e-signatures
• Workflow automation: Automates repetitive tasks like client reminders, invoicing, and follow-ups, saving up to 40+ hours monthly
• Integrated billing and CRM: Combines time tracking, invoicing, and CRM tools in one platform for efficient back-office management
• Dynamic updates: Frequent feature releases based on user feedback ensure the platform evolves with user needs
• Global accessibility: Multilingual platform with firm and client mobile apps for on-the-go convenience

TaxDome limitations

• Steep learning curve: The platform can feel overwhelming for new users without proper onboarding
• Limited notifications: Users report gaps in notification systems for organizer updates or changes
• Few pre-made templates: Customization options are broad, but pre-built templates for pipelines and workflows are limited

TaxDome pricing

• 3-year subscription: $700/year per user
• 2-year subscription: $750/year per user
• 1-year subscription: $800/year per user

TaxDome ratings and reviews

• G2: 4.7/5 (590+ reviews)
• Capterra: 4.7/5 (3000+ reviews)

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Don’t Let Client Relationships Go Off the Books with ClickUp

Steve Jobs once said, “Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.”

Anyone in business can agree on one truth: keeping clients is way harder than acquiring them.

Beyond delivering excellent service, long-term client loyalty hinges on stellar client servicing. And with a plate already overflowing, a CRM for accountants is the secret to staying ahead.

ClickUp brings you the tools to automate workflows, track client interactions, and keep all your data centralized.

From recurring tasks and customizable dashboards to smooth integrations with existing tools, ClickUp ensures you can focus on what truly matters—building relationships that last.

Ready to take control of your client relationships? Sign up for ClickUp today for free!

Everything you need to stay organized and get work done.

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