CRM for Accountants: Grow Your Accounting Practice
Manage client relationships and grow your firm without enterprise software costs.
The Challenges You Face
As a accountants, managing client relationships comes with unique challenges:
- Managing client relationships across the team
- Tracking compliance deadlines and client tasks
- Converting leads into long-term clients
- Cross-selling services to existing clients
- Maintaining professional communication
- Growing the practice while serving current clients
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Centralised client database for your whole team
- Task management keeps deadlines visible
- Pipeline tracks prospects through your sales process
- Segment clients for targeted service updates
- Professional email templates save time
- Lead attribution shows effective referral sources
Key Features for Accountants
Everything you need to manage your accountants business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Form Builder
Create contact forms and embed them on your website to capture leads automatically.
Simple Pricing for Accountants
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 3,000 contacts
- 3 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 3 forms
- 6,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 10,000 contacts
- 10 team members
- 20 marketing lists
- 40 email templates
- 40 active deals
- 10 forms
- 20,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 50,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Accountants
Can multiple team members access client records?
Yes, Kabooly is built for teams. Your staff can access shared client records, add notes, and track interactions. Role-based permissions let you control who can do what.
How do I track compliance deadlines?
Use tasks and reminders to track important dates for each client. Set recurring reminders for annual deadlines, and never miss a filing date again.
Can I segment clients for different service communications?
Yes, use tags to categorise clients by service type, size, industry, or any criteria you choose. Then create marketing lists to send targeted communications to each segment.
How do other accounting firms use Kabooly?
Accounting firms typically use Kabooly to manage client relationships across the team, track new business opportunities, send service updates to relevant client segments, manage task deadlines, and track where new clients come from.
Is Kabooly GDPR compliant for client financial data?
Yes, Kabooly is UK-based with European data storage, encrypted data, and proper access controls. We provide the tools you need for GDPR compliance.
Can I track the source of new client referrals?
Absolutely. Lead attribution captures where enquiries come from. If a prospect was referred by an existing client, you can note that. If they found you through Google, that's captured too.
How do I manage prospective clients?
Use the deal pipeline to track prospects from initial enquiry through to becoming clients. Create stages that match your process: Initial Call, Proposal Sent, Engagement Letter, Active Client.
Can I integrate with accounting software?
Kabooly focuses on relationship management rather than accounting workflows. You can export data to combine with your accounting systems as needed.
Ready to Grow Your Accountants Business?
Start your free trial today and see how Kabooly can help.