Managed Website Service
A professional website, built, hosted and looked after for you, with business email.
- Fully managed, so you never touch the technical side
- Designed around your business
- Your own domain
£50 a month
CRM for accountants
CRM for Accountants: Grow Your Accounting Practice
Manage client relationships and grow your firm without enterprise software costs.
CRM
From £100 a month
30-day free trial. No per-seat charges.
- Contact management with notes and history
- Deal pipeline with your own stages
- Email campaigns and marketing lists
- Online booking and embeddable forms
- Workflow automations
- Lead attribution
The challenges you face
What tends to get in the way for accountants.
- 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
What changes once your enquiries and clients live in the CRM.
- 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
How an accountancy practice runs in Kabooly
Not a feature list. This is the setup most small UK practices end up with.
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It sits in front of your compliance software
Kabooly is not bookkeeping, tax or practice management software, and it does not touch your filings. It handles the part your compliance stack ignores: enquiries, the sales pipeline, onboarding follow up, and client communication.
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Pipeline stages that match how clients sign up
Stages are yours to define. Practices usually land on Enquiry, Discovery Call, Proposal Sent, Engaged, Onboarding, and Client. The deals report then shows how much fee income is sitting unanswered at Proposal Sent.
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Service, entity type and year end on the record
Contacts carry tags and custom fields, so you can store year end, entity type, and which services a client takes, then filter on them. When you want every limited company with a March year end, that is a filter rather than an afternoon.
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An enquiry form that captures the qualifying detail
Build the form, ask the two or three questions that tell you whether the enquiry is worth a call, and embed it on your site. The submission creates the contact, stores the answers as fields, and can start an automation.
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Discovery calls booked without three emails
Set up a booking type for a discovery call, set your availability, and publish the booking widget. Kabooly sends the reminder email before the call automatically, which matters more in January than anyone admits.
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Client emails that go out once, properly
Marketing lists, email templates and campaigns are built in, with your own sending domain and unsubscribe handled, so the deadline reminder, the Budget summary and the payroll change notice reach the right segment of your client list.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The enquiry that does not wait for month end
When a form is submitted, send an acknowledgement explaining how your onboarding works and what you will need, and create a task for the right person to call. Prospective clients equate slow replies with slow accounts.
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The proposal nobody chased
When a deal moves to your Proposal Sent stage, wait four days, then send a short email offering to talk it through, and create a task to phone. Silence after a proposal is almost never a no.
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Onboarding that starts the moment they say yes
When a deal is marked won, send the welcome email listing exactly what you need from them, add a tag for their service line, and create a task to open the client file. The first fortnight sets the tone for the engagement.
Two systems, and the line between them
Practices that get this wrong either pay twice or end up with two systems disagreeing about who the client is.
Your practice management or tax software owns the work: the returns, the deadlines, the filings, the workpapers. Kabooly owns everything before and around it, which is the part most practices run out of an inbox.
The complication specific to accountancy is that one client is often several records. A limited company, a personal tax return and a rental property can all belong to the same person and all need tracking separately, while still being visibly connected. A CRM that cannot express that relationship will be abandoned within a month.
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Belongs in Kabooly
The enquiry and its source. Contact and company records, with the relationships between them. Onboarding stage, including AML checks requested and received and the engagement letter sent and signed. Fee quotes. Marketing consent, held separately. Where every prospect has got to.
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Belongs in your tax software
Returns and computations. Filing deadlines and submissions. Workpapers. Trial balances. Anything HMRC will ever ask you to produce.
Choosing one, and what to ignore
Most CRMs are built for high volume sales teams. A practice needs about six things from one, and none of them is a forecast.
- Contact and company records that can express one client holding several engagements
- Recurring tasks tied to filing dates, so the reminder arrives before it is urgent
- A pipeline for new enquiries through to a completed onboarding, including AML and the engagement letter
- Full communication history on the record, so anybody in the practice can pick up a client cold
- Source reporting, so you know which referrals actually become fee income
- The ability to export or delete a complete client record on request without it taking a week
The last one is worth dwelling on. An accountancy CRM holds a great deal of personal data about clients and often about their employees too, and two rules cover most of the risk: hold the minimum the work requires, and be able to produce or remove a full record quickly when somebody asks.
Marketing is the stricter half. Emailing a list of former clients is more constrained than most practices assume, and consent for it needs to be recorded as its own state rather than inferred from the fact that somebody was once a client.
What you can safely ignore: commission tracking, sales forecasting dashboards, territory management, AI lead scoring trained on enterprise data, and multi stage B2B funnels. If the demo opens with pipeline velocity, it is the wrong category of tool.
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Contact Management
Keep all your customer information in one place, accessible to your whole team.
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Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
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Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
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Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
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Booking System
Let clients book appointments directly with you, synced to your calendar.
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Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
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CRM Starter
Perfect for small teams getting started with CRM.
£100 a month
- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3 automations
- 3,000 emails per month
- All core features
- Email support
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CRM Professional
For growing businesses that need more capacity.
£200 a month
- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10 automations
- 10,000 emails per month
- Everything in Starter
- Priority support
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CRM Enterprise
For larger teams with high-volume needs.
£500 a month
- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- Unlimited automations
- 100,000 emails per month
- Everything in Professional
- Priority support
Start your 30-day free trial
Every account starts with a free trial and moves up a plan as you reach its limits.
The bundle
Also for accountants
Get the website, Marketing and the CRM together for £100 a month.
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Marketing
Adverts for Facebook, Instagram and Nextdoor, written and designed around your business.
- Advert text in your tone of voice
- Images sized for Instagram, Facebook and Nextdoor
- Your logo and brand colours picked up from your website
£40 a month
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All three
£100 a month
The CRM plus the other two, for one monthly price.
Get the bundle
Questions from 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.
Is a CRM the same as practice management software?
No. Your practice management software owns the compliance work: returns, filings, deadlines, workpapers. A CRM owns the client relationship around that work: the enquiry, the onboarding, the fee conversation, the follow up, and the reporting on where new clients come from. Most practices already have the first and are running the second out of an inbox and somebody's memory.
Can one client have several engagements on the same record?
Yes, and it is the thing to test before you commit to any CRM. A single client may have a limited company, a personal tax return and a rental property, each with its own cycle. Kabooly holds the company and the contacts separately and keeps the relationship between them visible, so the person is one relationship with several pieces of work rather than three unconnected records.
Where do AML checks and engagement letters sit?
As stages in the onboarding pipeline, with the dates attached to the client record. The documents themselves live wherever your practice keeps them, but the CRM is the right place to see that a check was requested, when it came back, and that the engagement letter was signed before work started. That is the part that goes missing when onboarding lives in an inbox.
How is Making Tax Digital changing what practices need from a CRM?
It changes the shape of the client list rather than the software. Quarterly obligations mean more touchpoints with more clients at more points in the year, and the clients affected need identifying and communicating with as a group. That is a segmentation and campaign job, which is what a CRM is for, and it is a poor fit for a spreadsheet.
How long does it take to get a practice onto a CRM?
Start with new enquiries only and you are running the same week. Importing the existing client list, tidying it and setting up recurring deadline tasks is the longer job, and it is better done over a month in stages than held up until it is perfect. Firms that wait for a clean dataset before starting tend never to start.
CRM for accountants, from £100 a month
Or get the website, Marketing and the CRM together for £100 a month.