CRM for accountants and accounting firms
Accounting practices run on relationships and recurring work. Most firms don't need marketing automation — they need a clear view of every prospect, every client onboarding and every annual renewal sitting in front of the team.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Prospect enquiries get lost between partners
An enquiry comes in via email, gets forwarded twice and then forgotten when the partner is on a client job. A shared CRM makes the prospect visible to the whole firm.
Onboarding new clients is a checklist nightmare
Engagement letter, ID checks, software access, kickoff call. Tasks on a contact make every onboarding the same, predictable sequence.
Renewals creep up without warning
Annual fees, scope changes and price reviews need a calendar prompt months ahead. axoCRM tasks and pipeline stages keep renewals on the radar.
How axoCRM helps
axoCRM gives an accounting firm a shared pipeline for prospects, a structured onboarding workflow and clear visibility on the client book — without the overhead of practice-management software.
- 1Capture prospect enquiries through a website form.
- 2Track them through a pipeline: Enquiry → Quoted → Onboarding → Active client.
- 3Use tasks for ID checks, engagement letters and software setup.
- 4Schedule renewal tasks 60 days before year-end.
- 5Pull reports on new clients won per partner each quarter.
Key features
Prospect pipeline
See every quoted prospect, owner and value in one view.
Client companies
Group multiple contacts under a single client business.
Custom fields for compliance
Track AML status, engagement type, year-end date.
Tasks and reminders
Onboarding and renewal checklists with owners and due dates.
Reports
New clients, won/lost rate and pipeline value across the firm.
See the full features overview for more.
Simple, annual pricing
If your accounting firm is still tracking prospects in spreadsheets and email folders, axoCRM brings the front-of-house side of the practice into one calm place. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Is axoCRM a replacement for practice management?
- No — it sits in front of it. Use it for sales, onboarding and relationships; use your practice software for jobs, time and accounts.
- Can each partner see their own pipeline?
- Yes — filter by deal owner and use reports per partner.
- Can we add custom fields for AML or year-end?
- Yes — custom fields on contacts and companies are built in.
- Does it support multiple offices?
- Yes — roles and permissions let you scope access by team.
Ready to try axoCRM?
Start on the free plan. No credit card required.