Client management
Every client's data, one click away.
Contracts, deadlines, missing documents and email threads are scattered across folders and spreadsheets. I build custom CRMs shaped around your firm's workflow — not the other way around.
Where spreadsheet-based client management hurts
In most accounting firms the bottleneck isn't the accounting — it's that nobody sees a client's full status at a glance. These are the complaints I hear most often.
Client data lives in five places
Contract in a folder, deadlines in Excel, missing invoices on another list, communication in email. Piecing together one client's status takes minutes.
Deadlines don't warn you ahead of time
VAT returns, annual accounts, payroll filings — many clients, many deadlines. Without a central calendar, one missed filing means a fine and a trust crisis.
Chasing missing documents eats hours
Every month you remind the same clients: send the invoices, the bank statement, the fuel receipts. That's hours of work that could be automated.
New staff take weeks to get up to speed
Which client is on which tax regime, who handles them, where their documents are — often it all lives in someone's head. When they're out, the firm slows down.
What a firm-built CRM actually does
I don't bend a generic CRM to fit accounting — I build the system around your firm's client management workflow, from reception to senior accountant.
Complete client records
Tax regime, contract, assigned accountant, authority settings and contacts in one place. Two clicks and you see the client's full history.
Deadline calendar and reminders
VAT, payroll, annual accounts, employer filings — per client and firm-wide. The system warns you ahead of time, not a penalty letter.
Document and receipt tracking
See which clients are still missing their monthly invoice batch, bank statement or year-end closing. Clients get automatic reminders instead of manual chasing.
Communication history
Emails, notes and tasks on the client record. If someone falls ill, a colleague instantly sees what was discussed last.
Task and workload tracking
Who handles which client, where the monthly close stands, how many tasks remain open. The office manager sees team load on one screen.
Role-based access
Junior accountant, senior, office manager, assistant — each sees different things. Client data is sensitive, and access is precisely controlled.
What does it cost?
An MVP of a firm-tailored client CRM is typically ready in a few weeks. It often costs less than 1-2 years of subscription fees for boxed practice software — and at the end, you own the system.
Use the price configurator to describe what you need and get an instant ballpark estimate.