A CRM built for accounting firms
Clients, filings, deadlines and fees on one board — records chase themselves, and no VAT quarter ever sneaks up on the practice again.
Free · no signup · a real plan and price in ~10 minutes, in your words.
- to a working prototype
- ~1 week
- to start
- €500
- that chase themselves
- Records
Off-the-shelf CRMs were built for a sales team. Not for accounting firms.
Deadlines live in a spreadsheet and three people’s heads. One missed VAT return costs the client a penalty — and costs you the client.
Chasing records is half the job. Every year-end opens with three weeks of “could you resend the bank statements” email ping-pong.
The work gets done but the invoice goes out late, or never. WIP quietly leaks fees out of the practice every single month.
Every partner runs their own list, so nobody can say which jobs are stuck, which clients are waiting, or who actually has capacity this week.
See it from the inside
What your CRM would look like — screen by screen.
Not stock screenshots — this is the shape of the system we’d build for accounting firms: your records, your stages, your words. Click through the screens.
The partner’s morning screen — what’s due this month, whose records are still missing, what’s been billed — and what the automations chased before 9am.
A real starting point
Here’s the analysis we’d start from — for accounting firms.
Not a template. This is the data model, pipeline and automations a business like yours actually runs on — mapped in your words. Your free analysis produces exactly this, shaped to you.
Your system, mapped
Your pipeline, exactly as your CRM would show it — your stages, your words. This is what we build from.
What it tracks
Where customers reach you
Connects to
Busywork the system takes over
- Records chaser — asks for exactly what’s missing, nudges until it arrives
- Deadline reminders — email + SMS at 30, 14 and 3 days out, stops when filed
- Invoice on filing — the fee goes out the moment the return does
- Payment chaser — polite nudges at 7, 14 and 30 days overdue
What this replaces — where it hurts today
- Deadlines tracked in spreadsheets
- Records chased by hand
- Fees invoiced late or never
Your price, from your answers
Standard scopePrototype · 1 weekstart here
€500
- Client + filing records
- The deadlines board
- The records-chaser automation
Full build
€4,000–€7,500
Estimate — it becomes one fixed price on the free call. Never hourly, no surprises.
What sets your scope
- · Deadline engine across every filing type
- · Automated records collection per period
- · Filing → invoice → payment in one flow
Run · monthly
€200/mo
Hosting, monitoring, fixes and small improvements.
If you go all the way: ≈ €6,400 first year, all-in — and you own everything. Today's only decision is the €500 prototype.
Questions accounting firms ask us
- We do the bookkeeping in Xero — does this replace it?
- No, it sits on top. Xero keeps the ledgers; this runs the practice — deadlines, record collection, job stages and fees. Anything with an export or API can feed the one board everyone works from.
- Client records are confidential — where does the data live?
- In your own hosted instance, not a shared pool. Access is per-role — juniors see their jobs, partners see the practice — and every document request and download is logged.
- How long until we’re live?
- A working prototype in about a week for €500. The full build usually lands in three to six weeks, depending on how many filing types and integrations are in scope.
- Who owns the system and the data?
- You do — entirely. It’s your system, hosted for you, and you can export everything at any time. No per-seat lock-in.
Have a mess like this one?
Book a free 30-min call. We’ll sketch what your version of this system would look like — and put a number on it.
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