Grow Your Accounting Firm with the Best CRM for Accountants
Easily manage clients, simplify workflows, and grow your firm with LeadHeed—the best CRM for accountants. Start using it today and see the difference!
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How to Set Up LeadHeed CRM Software for Accounting Firms?
Setting up LeadHeed CRM for accounting firms is quick and easy. Sign up, add your clients, create custom fields for financial details, and organize your contacts. You can automate follow-ups, assign tasks to team members, and integrate with your accounting tools. Plus, customize your dashboard to track client interactions and business performance.
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What is CRM for Accountants?
CRM for accountants is a special software made to help the accounting firm manage their relationships with clients, track customer and financial data, automate workflow, etc. It has features like lead & contact management, automated workflows, integration, communication, and more, helping to improve overall efficiency.
With a CRM, accountants can stay on top of their tasks, reduce manual efforts, and grow their firms easily. Whether you have a small practice or run a large accounting firm, a good CRM can help you simplify your operations and boost productivity.
Benefits of CRM for Accountants & Accounting Firms
CRM helps accountants and accounting firms manage their customer relationships, automate workflows, improve team communication & collaboration, and help in customer retention.
Easy Client Management
CRM helps to store client and their financial information in a single place to ensure easy and quick access, helping in efficient client management.
Better Team Collaboration
CRM helps to improve collaboration among the team by allowing them to share client data, assign tasks, and track them in a single place, making teamwork more efficient.
Improved Client Communication
CRM allows you to communicate with clients in a single platform via multiple channels, such as calls, messages, social media, emails, etc., so that you can stay in touch with your clients all the time.
Effective contact management is at the heart of any successful business strategy.
Automated Follow-Ups & Reminders
CRM automatically follows up with the client by sending reminders about deadlines or tasks to make sure all work gets completed on time.
Accounting Software Integration
CRM easily integrates with the current accounting software you use, helping to sync important information such as invoices and payments to avoid errors.
Client Retention
With CRM, you can improve client satisfaction, whether by sending personalized messages or staying on top of client needs, ultimately helping in higher retention rates.
What Kind of Accountants Is LeadHeed’s CRM Software Best For?
LeadHeed’s CRM software is designed to help various accountants simplify their daily tasks, improve their relationships with clients, and enhance overall efficiency.
Tax Professionals
LeadHeed CRM is an ideal choice for tax professionals to keep track of tax files, deadlines, and client communication, making sure that everything is on track and that clients get timely support.
Bookkeepers
With CRM, bookkeepers can organize financial documents, automate billings, and manage client accounts easily, reducing manual work and improving overall efficiency.
Accounting Firms
CRM simplifies workflow for accounting firms by improving team collaboration, connecting with accounting software, and managing multiple client accounts in one place.
Certified Public Accountants (CPAs)
CPAs benefit from CRM software by managing client details, tracking financial records, and automating tasks, helping them to focus on more important tasks.
Independent Accountants
With LeadHeed CRM, independent accountants can simplify client management, manage tasks, and automate repetitive tasks, giving them more time to focus on growing their practice.
Auditors
CRM is perfect for auditors to keep track of audits, maintain secure client records, and ensure timely follow-ups, helping them stay organized and efficient during audits.
Comparison of Top CRM For Accounting Firms
Explore the best CRM software for accounting firms to boost efficiency and streamline your workflow. This quick comparison highlights top software based on features, ease of use, and compatibility, helping you choose the right fit for your business.
Features  Companies  |  |  |  |  |
|---|---|---|---|---|
| Mobile Access |  |  | | |
| Notifications | | | | |
| Data Import/Expert | | | | |
| Document Storage | | | | |
| Email Management | | | | |
| Lead Generation | | | | |
| Pipeline Management | | | | |
| Insight & Reports | | | | |
| Pricing | Starts from $12 per month | Starts from $38 per month | Starts from €65 per month | Starts from $25 per month |
LeadHeed’s Best CRM Features for Accountants & Accounting Firms
LeadHeed’s CRM is packed with features designed to automate business, enhance productivity, and make client management easy.
Contact Management
Collect and store all client information in one location and have easy access to client details, track interactions, and manage relationships.
Project Management
Track project status, assign tasks, and set deadlines, keeping the accounting team organized and on top of the important client projects and tasks.
Document Management
Store and organize client files securely, making it easy to access contracts, invoices, and financial statements without any confusion or wasted time.
Workflow Automation
Automate repetitive tasks like follow-ups, reminders, and notifications to simplify processes, allowing accountants to focus on more productive work.
Easy Collaboration
Work easily with your team by sharing client data, assigning tasks, and tracking progress, improving communication and collaboration with LeadHeed CRM.
Secure Data Storage
Keep sensitive client information secure with advanced encryption and access protection so that you are confident about the safety of your data
Accounting Software Integration
Integrates smoothly with popular accounting software to link invoices, payments, and financial information to simplify tasks and enhance accuracy.
Client Communication Tools
With LeadHeed CRM, send reminders, automated messages, and alerts to customers that which makes communication with the customer easy.
Reporting and Analytics
Generate detailed reports and analyze financial data, helping you track performance, identify trends, and make informed decisions to grow your firm.
PRICING
Select a plan that suits you
Pay Monthly
$0
Per user, per month.
Billed Monthly.
Free trial
Get started with full access for a limited time, no credit card required.
Free 14-day trial. No card required
Our Free trial plan gives you:
- 5 users
- 10,000 contact management
- Limited contacts & companies
- Lead Source Tracking
$15
Per user, per month.
Billed Monthly.
Basic
Essential tools to help you grow, perfect for individuals and small teams.
Free 14-day trial. No card required
Everything in Free trial, plus:
- Bulk Contact Import/Export
- 2 Sales Pipeline Management
- Lead Scoring
- Sales Automation
- Workflow Tracking
- Task Reminders
Most Popular
$35
Per user, per month.
Billed Monthly.
Pro
Unlock advanced features and priority support, built for scaling businesses.
Free 14-day trial. No card required
Everything in Team, plus:
- Unlimited Sales Pipeline Management
- Email Automation
- Social Media Integration
- Form Builder
- Messaging and live chat
$0
Per user, per month.
Billed Annually.
Free trial
Get started with full access for a limited time, no credit card required.
Free 14-day trial. No card required
Our Free trial plan gives you:
- 5 users
- 10,000 contact management
- Limited contacts & companies
- Lead Source Tracking
$12
Per user, per month.
Billed Annually.
Basic
Essential tools to help you grow, perfect for individuals and small teams.
Free 14-day trial. No card required
Everything in Free trial, plus:
- Bulk Contact Import/Export
- 2 Sales Pipeline Management
- Lead Scoring
- Sales Automation
- Workflow Tracking
- Task Reminders
Most Popular
$28
Per user, per month.
Billed Annually.
Pro
Unlock advanced features and priority support, built for scaling businesses.
Free 14-day trial. No card required
Everything in Team, plus:
- Unlimited Sales Pipeline Management
- Email Automation
- Social Media Integration
- Form Builder
- Messaging and live chat
FAQ
Frequently Asked question
Everything you need to know about the product and billing.
What is CRM for accountants?
CRM for accountants is a system that helps them store client information, improve communications, and remain organized. It makes their work easier as they have everything in one place.
What CRM do accountants use?
Accountants often use CRM software with essential features like lead & contact management, workflow automation, pipeline management, integration, and more. LeadHeed offers all these features, making it one of the top CRMs that accountants use.
What is the best CRM for accounting firms?
The best CRM for accounting firms is one that tracks client relationships, improves team collaboration, integrates easily, and more. LeadHeed is one of the best CRM for accounting firms with enhanced features like lead management, task management, workflow automation, insights & reports, and more.
What accounting practices will benefit most from LeadHeed CRM?
Small and medium-sized accounting practices, tax professionals, bookkeepers, etc., will benefit most from LeadHeed CRM since it organizes them, saves them time, and makes their practice grow.
How does LeadHeed CRM help with client retention?
LeadHeed CRM helps accountants stay organized regarding important activities and communication so that the clients are always happy, which brings them back.
Can I use LeadHeed CRM if I am not technically inclined?
Yes! LeadHeed CRM is easy to use, even when you have no technical skills. It has an easy interface and excellent support to guide you through.
How will LeadHeed CRM help in the development of my accounting firm?
LeadHeed CRM enables you to manage more clients, automate repetitive tasks, and improve communication, which gives you more time to focus on business development and improving client service.
What support is there if I need help with LeadHeed CRM?
Should you need help, LeadHeed offers customer support through email, chat, and step-by-step guides, so you always have the support you need to be able to use the CRM effectively.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
