A CRM for accountants that keeps clients and deadlines in order.
Track prospects, onboard clients, chase the records you need and stay on top of renewals — with finance tools that speak your language.
30-day free trial · No card required · Cancel any time
The usual headache.
Client admin never stops
Onboarding, document chasing and renewals pile up across email and spreadsheets.
Seasonal crunch
At deadline time you need follow-ups running automatically, not by hand.
Generic CRMs ignore finance
Most CRMs have no concept of invoices, VAT or a year-end.
Cheaper, simpler, all in one place.
One login, not six tabs
CRM, outreach, support, scheduling, forms and finance in one app — so nothing falls between the tools you used to stitch together.
Live in an afternoon
No onboarding fee, no required demo call, no admin to hire. Sign up, import a CSV and you’re working the same day.
Priced so it pays for itself
One flat plan from £39/mo with everything included — no per-feature add-ons and no surprise bill when you grow.
What you get on day one.
No add-ons to buy, no modules to unlock. The features that matter for accountants & bookkeepers are in the box.
- Client pipeline with onboarding and offboarding checklists
- Sequences to chase records and signatures automatically
- Engagement letters with e-sign, then invoices
- Built-in finance: invoicing, expenses and VAT views
- A booking page for advisory and review calls
CRM for accountants — common questions.
Give it 30 days, free.
The whole platform, no credit card, no demo call. Set it up this afternoon and see for yourself.