10 best CRMs for accountants, bookkeepers and tax professionals in 2024

Over the past few years, especially during the COVID-19 pandemic, numerous accounting firms have gone paperless. This transition was natural due to CRM systems that help CPAs and accountants manage large amounts of client information. 

An effective CRM lets accountants scale business, handle more clients, access information anywhere, and grow through lead tracking. The convenience these systems provide explains why there are so many options today. We conducted in-depth research on different CRMs for accountants on the market and outlined the best options. Continue reading to learn more.

What is CRM for accountants?

Customer relationship management (CRM) software refers to programs designed to help businesses (in ourcase, accounting firms, bookkeepers and tax professionals) handle client information and relationships better. 

They are tools that bring order to the many elements of customer relationships in your organization, such as contact list-building, information updates, task tracking, automation, communication and email marketing, and many more. 

The goal of CRM software is to make it easier for your business to better attend to your customers’ needs. To simplify choosing the best CRM for accountants and tax pros, we researched the market and compared 10 top platforms that are strong contenders for the best accounting CRM solution.

TOP 10 accounting CRM platforms

1. TaxDome
2. HubSpot CRM
3. Liscio
4. PipeDrive
5. Insightly CRM
6. Zoho CRM
7. Nimble
8. Method CRM
9. Apptivo CRM
10. Freshsales 

Let’s delve into the benefits, key features and pricing options of each of the ten CRM tools.

TaxDome

TaxDome CRM software is tailor-made to meet the unique demands of accounting firms, providing accountants and bookkeepers with an all-encompassing solution for managing clients, teams and projects. The software integrates various features that allow for more automated client interactions and productive team management practices. 

Key features

• A centralized hub with an intuitive interface that allows you to see where your attention is needed 
• A custom-branded client portal for accountants for secure client communications, document management,  e-signatures, invoicing and more
• A streamlined interface from which you can manage staff workload
• Bulk email sending, allowing accountants to reach out to many clients at a time.
• Tax organizers that allow firms to set up digital questionnaires for collecting customer data
• Seamless data import capabilities for easy migration of data from previous CRM systems, documents such as spreadsheets, and integrations with essential software including QuickBooks, Zapier, Calendly, Outlook, and more
• Custom fields and templates for centralization and management of client and staff data
• Unlimited e-signatures and automatic reminders
• Unlimited secure storage for both customer and staff data
• A dashboard that is shared across the entire team and provides real-time updates
• Email syncing, which automatically links all client emails to their account for your firm, saving you the hassle of manually finding them all
• Unlimited contacts, allowing your firm to grow without more spending on CRM
• Built-in SMS communication that lets you text clients right from the platform
• Fully customizable proposals and engagement letters for pitching your services
• A full marketplace of downloadable templates to set up best practices instantly

Pricing

Customers can opt for the $50 monthly TaxDome Pro plan for all features and extra services: free support and training sessions, website hosting, unlimited contacts and document storage, and more. 

Free trial

TaxDome offers a 14-day free trial for new users to explore their accounting-focused CRM features.

See how Cassandra Centeno from Total Tax Services has used TaxDome and its built-in CRM system to grow her client base:

Pros and cons

So, is TaxDome the right choice for you? Let’s highlight the pros and cons — and see what some of our customers have to say. 

TaxDome users praise its seamless integration of CRM and client portal features:

TaxDome is the best portal software for tax firms, allowing you to take your tax firm completely online and virtual. Their software is part CRM, part secure tax portal for your clients, and a whole lot more.

They not only appreciate TaxDome’s powerful CRM but also the fact that you get a range of tools designed to streamline accounting processes — from document and task management to e-signatures, process automation, client communication and more:

I love that TaxDome not only provides the experience of a robust CRM, but also the convenience and functionality to provide a top service to accounting and bookkeeping clients. It allows you to simultaneously keep things confidential and efficient.

Because TaxDome is such a comprehensive accounting practice management software that combines multiple tools and processes in one system, some customers mention the need for proper training and implementation. But fear not! Through a combination of hands-on support, regular webinars and the TaxDome Academy, we provide our users with all the guidance they need to get up and running fast.

HubSpot CRM

HubSpot CRM is an easy-to-use system that allows you to monitor both your team and clients on a clear, simple dashboard. 

Key features

• Pipeline management, which lets you create and oversee the client journey
• Task and lead automation, which saves time and frees up the staff to focus on client work instead of admin tasks
• Tracking and progress reporting, which let you stay on top of firm performance
• Easy appointment and meeting scheduling capabilities for both clients and staff
• Unlimited users, data and up to 1 million contacts

Pricing

HubSpot CRM offers free use of limited but effective tools, along with monthly plans starting from $90, depending on whether yours is the Professional or the Enterprise package.

Free trial

HubSpot CRM grants users a 14-day trial period to experience their full suite of sales and marketing tools.

Pros and cons

Let’s explore some of the key pros and cons of HubSpot CRM.

Many HubSpot customers praise its all-round ability to enhance and automate the sales process, as well as its user-friendly interface: 

HubSpot provides all you need at the tip of your fingers. Your contacts and leads can be easily organized in stages/cycles. You can easily keep track of newly started deals and deals that are just seconds away from closing. You have all the tools for automation and generation in just a few clicks of a button.

On the flip side, some teams struggle with HubSpot’s complexity: 

Both my team and I find that it is not very intuitive. We paid at the recommendation of HubSpot for three months of training via Webstack, and despite the training, we still have trouble understanding and/or remembering where to go to get things done.

Liscio

Liscio’s main goal is to facilitate file sharing and communication between firms and their clients. 

Key features

• Document management, allowing for easy access and sharing
• Easy tracking for client-facing tasks with reminders and alerts for overdue actions from clients 
• Secure file sharing to Liscio from most existing platforms
• Real-time communication directly with clients in a simple messaging format
• A teamwide shared dashboard with real-time activity feeds
• User-friendly firm and client mobile apps

Pricing

Liscio offers a free demo for those who are interested, with the option of a $50 monthly Core plan, a $75 monthly Pro plan, and an Enterprise plan. The company also provides additional services such as tax organizers, with a cost of $4 each.

Free trial

Unfortunately, Liscio does not offer a free trial for potential customers.

Pros and cons

So what makes Liscio stand out from the crowd, and what are its drawbacks? Let’s take a look.

Liscio users seem particularly happy with its messaging options, which help simplify client communications: 

What I like the most is the feature of sending notifications by text. It helps in getting responses faster. We can also draft standard emails to be sent to clients, and it picks the contact details automatically, which reduces the chances of sending emails to the wrong recipients.

Meanwhile, other users state that it has been difficult to motivate clients to adopt Liscio, with many preferring the relative comfort of legacy tools.  

It is difficult to get our clients who are less tech-savvy to use the program, not because it isn’t user-friendly. Instead, they are accustomed to using email. Also, we have not started using Liscio in place of email because we haven’t figured out how to get all of our clients on board.

PipeDrive

PipeDrive prides itself on being a CRM platform designed to improve the sales process for salespeople and their clients. 

Key features

• Lead management for easy client tracking of different stages of the sales journey
• Automation of repetitive tasks, so salespeople are free to focus on more demanding work
• Communications tracking of messages and calls with clients for transparency and open information availability
• Privacy and security features such as alerts and tips to keep company and client information secure

Pricing

PipeDrive offers a 14-day free trial, and users can sign up for monthly subscriptions starting at $12 for the Essential plan, $24 for the Advanced plan, $49 for the Professional plan, $59 for the Power plan and $79 for the Enterprise plan.

Free trial

PipeDrive provides a free 14-day trial, during which users can switch between different subscription plans.

Pros and cons

Let’s take a  look at the standout features of Pipedrive and where it could be improved.

Because Pipedrive is aimed at salespeople, not accountants, it naturally gets rave reviews for its comprehensive sales pipeline features: 

Pipedrive is an exceptional CRM platform for establishing an effective sales process for your company.

Other users, however, were quick to point out that while it’s sales-focused approach may be great for salespeople, other users might find it confusing: 

Users may find the software complex and difficult to learn, especially if they are not familiar with sales management software.

Insightly CRM

Insightly CRM is a platform designed to assist businesses in effectively handling clients at each step of their customer journey. 

Key features

• Convenient lead routing, sending the right content to the right client while allowing for timely follow-ups by your staff
• Time and resource-saving through automation of tasks
• Integration with other platforms such as Gmail, Outlook, and more
• Bulk email creation and sending, with stats for  tracking on engagement 
• Relationship tracking – link contacts to organizations 
• Progress tracking for milestones and processes to keep you updated on the effectiveness of your projects

Pricing

Insightly CRM is available for free for up to two users forever. There are also three monthly subscription plans: Plus for $29, Professional for $49, and Enterprise for $99.

Free trial

For new users, Insightly offers a free 14-day trial.

Pros and cons

Let’s take a quick look at Insightly’s key advantages and disadvantages — and what users have to say about it.

Insightly users seem satisfied with how user-friendly and intuitive the platform is: 

Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see.

But there are also some gripes about its lack of customization options and flexibility:

There are limited options for tailoring the platform to our specific needs. It would be beneficial if Insightly offered more flexibility in terms of custom fields, workflows and reporting templates. This would allow us to adapt the system to our unique business requirements and improve overall efficiency.

Zoho CRM

Zoho CRM aims to help businesses increase the effectiveness of their sales and customer relationship. 

Key features

• Automation of marketing, sales journey and workflow
• Lead and deal management that helps identify deals that can close
• Contact management that puts all your client contact information in one, easy-to-access place
• Platform customization to suit your firm’s needs concerning the accounting workflow
• Reporting on various aspects of progress, with viewable analytics that help you gauge firm performance
• Email integration from any platform and management of email content that you send to clients

Pricing

Zoho CRM offers a free edition of its program for up to three users. More features are available in its four paid monthly plans: $14 for standard, $23 for professional, $40 for enterprise, and $52 for ultimate. 

Free trial

Zoho CRM gives its users a 15-day window to try out their platform for free.

Pros and cons

So how does this popular CRM stack up? Let’s look at the pros and cons.

One of the most common plus points among user reviews is Zoho CRM’s seamless integration with other tools under the Zoho One umbrella:

One of the standout features of Zoho One is the seamless integration among its applications. It allows me to easily share data and information between different apps, eliminating the need for manual data entry or importing/exporting data between systems.

Other users flag up Zoho CRM’s steep learning curve. Due to the breadth of its offering, there’s a lot to get to grips with:

The thing I dislike with this application is that the learning curve for first time individuals can be high, especially for those who’re unfamiliar with CRM programs. Even though the user interface is easy-to-use, quite a few users may need extra coaching or support to completely control the platform’s features.

Nimble

Nimble markets itself as the CRM platform that focuses on relationship management within teams.

Key features

• Contact unification automatically combines contact information from over 160 different apps into an easy-to-access portal for you
• Contact segmentation helps you group your clients according to their needs and interests
• Team and client management on dashboards that provide customer relationship insights and staff progress on given tasks
• Easy access from anywhere, at any time, on platforms such as web browsers, email and socials
• Analytics to help you track your progress on both sales and team performance
• Visual sales pipeline to keep track of clients at different points of the sale process

Pricing

You can opt into Nimble’s $29.90 per month plan to enjoy these and other features.

Free trial

Nimble allows their users to take advantage of the 14-day free trial.

Pros and cons

Let’s take a quick look at Nimble’s key plus points and drawbacks. 

Many user reviews mention Nimble’s ability to connect with their email and social accounts, making contact management and lead nurturing easier than ever: 

Everything links, whether socials, Mailchimp, emails or calendar.

On the downside, a few reviewers have flagged persistent technical issues that hamper productivity: 

We find it quite problematic that sometimes not all information reaches the cloud, causing us to lose information that may be critical to us, resulting in a loss of time and opportunities.

Method CRM

Method CRM is a perfect match for tax professionals already using CPA CRM software, QuickBooks. 

Key features

• Online portal creation for clients, allowing them to make their payments completely on their own
• Lead management with an automated lead collection system that syncs leads to QuickBooks upon becoming paying clients
• Customer management with a complete overview of all clients and their information, so you can craft targeted sales campaigns for the right contacts
• Customization tools such as fields, tables and templates that allow you to create a platform that is specific to your firm’s needs

Pricing

You can get a monthly $25 Contact Management plan, $44 CRM Pro plan, or $74 CRM Enterprise plan with Method.  

Free trial

Prospective users can access Method CRM’s 14-day free trial.

Pros and cons

Let’s look at where Method CRM excels — and where it falls short.

One of the most popular features among users seems to be its ability to sync with both QuickBooks Desktop and QuickBooks Online:

Very easy to sync with Quickbooks Desktop — the best in class in this regard.

That said, other users discuss that when it comes to native integrations beyond QuickBooks and Xero, Method CRM is behind some of its competitors:

There are not many other productivity applications it can integrate with other than QuickBooks.

Apptivo CRM

Apptivo CRM calls itself an all-in-one CRM suite for business growth. It provides tools for leads management, contact management, creating quotes and sending invoices, with great features that include dashboard reports, workflow automation and lead score monitoring.

Key features

• Workflow automation
• Personalized invoice templates and recurring invoices
• Custom dashboards, reporting and lead score monitoring
• Email sequencing, email and SMS automation, and e-invoicing with e-signatures
• Integration with Google Workspace, Microsoft 365, Xero and QuickBooks

Pricing

Apptivo CRM offers four plans: Lite, Premium, Ultimate and Enterprise. Per user, the monthly costs are $20 for Lite, $30 for Premium and $50 for Ultimate

Free trial

Apptivo offers an extended 30-day free trial period.

Pros and cons

So what are the pros and cons of Apptivo CRM? Let’s take a look below.

Not only does Apptivo offer 24/7 support, but many users state that its customer service is very helpful:

The entire Support Team at Apptivo is helpful, easy to reach and knowledgable.

Despite that, one of the main cons that users highlight is that Apptivo CRM is not user-friendly:

The primary downside is learning and configuring the system to support internal processes. The capability to use it “out-of-the box” is there, but there is a learning curve to configure it and utilize the system to best advantage.

Freshsales

Freshsales is an AI-powered CRM for managing sales. It helps generate leads, organize data and track customers from start to finish, with pipelines and AI assistance for streamlining and automating repetitive manual tasks.

Key features

• Workflow management with table and kanban board views
• Email sync, chat and SMS
• Automation for workflows, sales sequences and more
• Integrations with Slack, Xero, Outlook and more
• AI data insights and reports
• Role-based access for teams

Pricing

If billed annually, Freshsales costs $9/user/month for the Growth plan, $39/user/month for the Pro plan and $59/user/month for the Enterprise plan. 

If you  have less than three users, there is a free plan that offers basic features such as built-in chat, email templates, custom fields, mobile app and 24×5 support.

Free trial

Freshsales provides a 21-day free trial for new signups.

Pros and cons

Wondering if Freshsales is right for you? Here are the pros and cons weighed up:

Based on user reviews, many users state that Freshsales offers a user-friendly and modern interface:

Their software has a clean design that is up to date and easy to use.

Despite that, a recurring con for some users is that customer support and documentation are not very helpful:

Support and billing communication were horrendous.

Comparison of CRMs

Still unsure which CRM is the best choice for your accounting or tax firm? To help you decide, the table below provides an at-a-glance comparison of key points relating to customer satisfaction, pricing and support.

After evaluating the options, TaxDome looks the clear CRM winner for accounting firms. Great options such as Zoho CRM and HubSpot CRM cater to all kinds of businesses, but they do not address the unique requirements of accounting firms. Freshsales and PipeDrive are better suited for firms looking to grow sales.

Nimble and Liscio are good CRM alternatives, but they are missing a few features that the more complete packages, such as TaxDome and Method CRM, have. 

Key factors in selecting an accounting CRM

We’ve just finished reviewing some of the best CRM platforms for accountants, bookkeepers and tax professionals. And now, it’s decision time! But wait, before you get too overwhelmed, we know how to simplify the process. Just ask yourself these three questions to narrow down your choices and find the perfect fit.

What is my budget for a CRM platform?

Before diving headfirst into the world of CRM platforms for tax and accounting professionals, it’s necessary to keep your budget in mind. While some free options are out there, they often come with limited functionality. So, consider your needs carefully and ask yourself if you are willing to invest in a more robust platform that offers more features.

Also, think about whether you want to pay monthly or annually. Choosing the latter can result in some serious cost savings over time.

What is the limit on the number of contacts I can add to CRM?

Not all CRMs are created equal, and some may have limitations that could hinder your ability to boost your business. One crucial factor to consider is the number of contacts you can add. Some CRMs, such as TaxDome or Pipedrive, offer unlimited contact capacity. On the other hand, some CRMs, such as HubSpot may have limitations when it comes to adding users. 

Do I need to integrate CRM with any other software systems?

When choosing a good CRM accounting platform, it’s not just about the features that come with it—it’s also about the integrations. Make sure that the software you choose has connections with your favorite tax programs and payment providers. For example, TaxDome has integrations with QuickBooks, Zapier, and various schedulers, including Calendly, to name a few. Method also offers integration with QuickBooks. Nimble is best suited for teams using Office 365 and G Suite. 

Discover the top 8 CRMs with QuickBooks integration>>

Are you currently using another CRM platform? When selecting  new software, be sure to choose one that allows for seamless data transfer. This will save you time and ensure that no client data is lost.

Case study: how TaxDome’s CRM transforms client relationships 

To see how a CRM can transform client relationships for an accounting firm, here’s an example from Tax Man To You, LLC.

Tax Man To You, an accounting firm focused on e-commerce sellers and sales taxes, experienced rapid growth over the last few years. To better manage client relationships during this period, the company implemented TaxDome.

Solution

TaxDome provided Tax Man To You with a comprehensive CRM platform to manage the entire client lifecycle:

• Create organizers and gather client data
• Store documents and client information
• Facilitate communications

As Brittany Pullin, manager and sales tax associate, explains: “With TaxDome, we’ve been able to gather client and task management in one place.”

Results

Since adopting TaxDome's CRM, organizing and managing client information is no longer chaotic across multiple systems and spreadsheets. With better visibility into client data and interactions, Tax Man To You can deliver an improved client experience.

Hear directly from Brittany on the transformative impact of TaxDome’s CRM:

Revamp your accounting processes with the power of CRM integration

When looking for good CRM accounting software, go for a platform that lets you streamline both your staff and client relationships, such as TaxDome. It can help you build an environment that is easy to navigate for all parties, which makes your accounting work infinitely easier. 

Whether you have concerns about CRM software features for accounting and bookkeeping or need assistance with integrations, our team is here to provide the guidance you need.