SHARE

9 Best CRMs for Accountants & Bookkeepers

Customer relationship management (CRM) software for accountants and bookkeepers provides an all-in-one, cost-effective solution for client and lead management. It has account management modules, built-in collaboration features, and integration with accounting systems like QuickBooks and Xero. These tools help certified public accountants (CPAs) and firms meet deadlines, manage client inquiries, streamline financial reporting, and ensure…

Written By

Lorraine Daisy Resuello

Oct 11, 2024

22 minute read

Customer relationship management (CRM) software for accountants and bookkeepers provides an all-in-one, cost-effective solution for client and lead management. It has account management modules, built-in collaboration features, and integration with accounting systems like QuickBooks and Xero. These tools help certified public accountants (CPAs) and firms meet deadlines, manage client inquiries, streamline financial reporting, and ensure tax compliance.

We evaluated dozens of CRM tools and came up with nine best CRMs for accountants to help grow your accounting firm.

HubSpot CRM: Best for free accounting integrations
Zoho CRM: Best customizable CRM for accounting firms
Bitrix24: Best for client management
Financial Cents: Best for profitability management
monday CRM: Best for an intuitive CRM
Pipedrive: Best for opportunity management
TaxDome: Best for tax practice management
Capsule CRM: Best for vendor invoice management
Insightly CRM: Best for project management

Best CRMs for Accountants & Bookkeepers Compared
HubSpot CRM: Best for Free Accounting Integrations
Zoho CRM: Best Customizable CRM for Accounting Firms
Bitrix24: Best CRM for Bookkeepers With Client Management Tools
Financial Cents: Best for Profitability Management
monday CRM: Best for Intuitive CRM Features for Accountants & Bookkeepers
Pipedrive: Best CRM for Bookkeepers With Opportunity Management Tools
TaxDome: Best for Tax Practice Management
Capsule CRM: Best CRM for Vendor Invoice Management
Insightly CRM: Best CRM With Project Management Tools
Frequently Asked Questions (FAQs)
Bottom Line

Best CRMs for Accountants & Bookkeepers Compared

Free Plan	Free Trial	Starting Monthly Price Per UserBased on annual billing on a per-month basis; monthly billing is available at slightly higher rates, unless otherwise specified.	Our Rating out of 5
✔2 users	✕Free demo	$15 per user	4.53
Visit HubSpot CRM
✔3 users	✔15 days	$14 per user	4.5
Visit Zoho CRM
✔Unlimited users	✔15 days	$49 for 5 users	4.47
Visit Bitrix24
✕	✔14 days	$9 per user	4.31
Visit Financial Cents
✕	✔14 days	$12 per user	4.28
Visit monday CRM
✕	✔14 days	$14 per user	4.24
Visit Pipedrive
✕	✕Demo only	$66 per user	4.22
Visit TaxDome
✔2 users	✔14 days	$18 per user	4.19
Visit Capsule CRM
✕	✔14 days	$29 per user	4.11
Visit Insightly CRM

HubSpot CRM: Best for Free Accounting Integrations

Pricing: 3.5 out of 5

General Features: 4.48 out of 5

Advanced/Niche Features: 4.25 out of 5

Ease of Use: 5 out of 5

Support: 5 out of 5

Expert Score: 5 out of 5

Pros

Excellent free plan for two users plus free integrations with Xero and QuickBooks
Sophisticated marketing and content management tools for educating clients and prospects about taxes, financials, etc.
Easy CRM to learn with highly intuitive sales, marketing, and service features

Cons

Huge price jump from Starter ($15 per user monthly) to Professional ($90 per user monthly)
e-Signature capabilities limited to 10 signatures per account monthly in its basic plan ($15 per user, per month with an option to buy more in higher plans)
Calendar sync to track appointments locked in the Professional plan ($90 per user monthly); other providers on this list, like Zoho CRM and Bitrix24, offer this at a lower cost

You need free accounting integrations: If you have a small accounting firm or an independently practicing CPA, you’ll benefit from its free third-party CRM integrations, such as Xero and QuickBooks, for managing account receivables and payments.
Overall, HubSpot CRM has a great free plan that includes two users and robust tools like mass email and quote generation, making it one of the best CRM for small businesses.
You want to leverage content marketing to educate and attract more clients: Accountants use content, such as blog articles or videos, to explain complex bookkeeping and tax preparation topics. This CRM system includes a marketing platform and content management system (CMS). If you’re looking to host a blog or manage an on-demand video library for lead generation, this CRM is a great choice.

You want a more scalable option: While it offers a great free-forever plan with robust tools, HubSpot CRM gets progressively more expensive compared with other providers. This applies when you want to upgrade from the Starter ($15 per user monthly) to the Professional plan ($90 per user monthly) for more advanced features like calling, live chat engagement, and contact scoring.
- Alternative: Zoho CRM is a general-use CRM with free and cost-friendly, scalable paid plans. This provider offers four paid plans: Standard ($14), Professional ($23), Enterprise ($40), and Ultimate ($52) billed on a per-user monthly breakdown (billed annually). Advanced features workflow automation for prompt client response start in the most basic plan.
You need more robust e-signature capabilities: Because of the vast compliance requirements involved in accounting and tax preparation services, accountants often need several signatures to get legal permission to provide a service or approve a filing. HubSpot CRM only provides 10 signatures per account monthly in its basic plan at $15 per user monthly (with an option to buy more in higher plans).
- Alternatives: Pipedrive’s Smart Docs for signature requests is an add-on starting at $32.50 per company monthly. Users have unlimited access to this feature (reasonable use policy applies) starting with the Professional plan ($49 per user monthly). On the other hand, monday CRM allows integrations with PandaDoc and DocuSign for only $14 per user monthly.

HubSpot CRM Pricing Plans*

Cost:

$0 for two users

Key Features:

Contact and company management
10 custom properties to associate data points with contacts, deals, and companies
Five email templates and five documents per account
Activity and pipeline tracking and list segmentation
Prospects tool for monitoring leads visiting your web pages
One deal pipeline per account
Gmail, Outlook, and Microsoft Exchange integrations
Google Chrome extension for accessing HubSpot CRM in Gmail
App marketplace access for third-party integrations

*Pricing is based on annual billing on a per-user monthly breakdown of the HubSpot Customer Platform. Monthly billing is also available for a higher cost. We update pricing information regularly but encourage readers to check current pricing.

**Customer Platform includes sales, marketing, customer service, a content management system (CMS), and operations software. Individual modules can be purchased for lower monthly costs.

HubSpot and Xero integration showing an option to select contact types for HubSpot sync and checkboxes for segmentation tags.

The HubSpot and Xero integration setup page for syncing contacts, invoices, and payment data for easy record access (Source: HubSpot)

Our Expert Opinion

HubSpot CRM is the best CRM for accounting firms because of standout product attributes like quote generation, email marketing, and document storage. It has one of the best free-forever plans with a no-cost integration to accounting systems like QuickBooks and Xero, as well as all-in-one free sales, marketing, service, and content management modules. Because of its intuitive features, HubSpot CRM is on our list of the best simple CRM systems.

Visit HubSpot CRM

Zoho CRM: Best Customizable CRM for Accounting Firms

Pricing: 5 out of 5

General Features: 4.3 out of 5

Advanced/Niche Features: 4.5 out of 5

Ease of Use: 4.06 out of 5

Support: 5 out of 5

Expert Score: 4.38 out of 5

Pros

Robust system customization for tailoring fields, layouts, and modules plus many integrations, like QuickBooks and Xero
Free and affordable paid plans ranging from $14 to $52 per user monthly
Account management, meeting scheduling, and email campaign features plus quoting and invoicing tools included

Cons

Learning curve required for new CRM users; clunky and tough-to-navigate interface because of robust features
Third-party integrations not included for free; requires the Professional plan ($23 per user monthly)
Professional plan ($23 per user monthly) required for invoices for sending quotes

You want a highly customizable CRM and accounting system: Zoho is one of the top customizable CRM systems. Accounting teams can alter their data fields, navigation tabs, workflow automations, and modules to support tasks like finding deductions or classifying expenses and write-offs, managing client groups, complying with tax rules and deadlines, and financial reporting.

Additionally, integrations enable accounting professionals to customize their CRMs by adding more functionalities. Accountants can greatly benefit from the best Xero integrations and other accounting-related integrations with native options like the Zoho Finance Suite.

You need a scalable CRM solution: Another great attribute of Zoho is its affordability. There is a free plan available for three users, and each of the paid plans is cost-friendly. The highest tier (Ultimate Plan), for instance, costs $52 per user monthly, which is relatively inexpensive compared with other products on this list.

You want a system that’s much easier to operate: Zoho CRM is known for its robust features, which can be overwhelming for first-time users. Its interface can have clunky buttons and menus. This makes it fairly difficult to navigate the system and get comfortable with the contact management tools.
- Alternatives: HubSpot CRM is the best traditional CRM for product ease of use. Pipedrive and monday CRM are also excellent alternatives because of their intuitive features and easy-to-navigate user interface.
You need free accounting integrations: Zoho CRM has thousands of integration options available. However, the CRM provider does not allow users to begin connecting with third-party tools, such as QuickBooks and Xero, until they purchase a paid plan. The Zoho Financial Suite integration for invoice management requires the Professional plan ($23 per user monthly).
- Alternatives: HubSpot CRM allows accounting integrations on its free plan. Accountants and bookkeepers using Xero and QuickBooks can integrate these systems with HubSpot to update financial statements and manage invoices. Bitrix24 offers a free plan for unlimited users and enables you to import data like tax information via CSV files.

Zoho CRM Pricing Plans*

Cost:

$0 for three users

Key Features:

10 custom email templates
Customized home page componentsIncluding tabs, list views, and search layout
Automation for workflow rules, tasks, and email notifications
1GB file storage per organization
10MB data storage (5,000 records)
Lead, account, contact, and deal management
Document library
Tasks, meetings, and calls
Standard reports
Approve records on web forms

Zoho CRM Pricing Add-ons:

Additional file storage: $4 for 5GB per month
Additional data storage (Professional and up): $4 per 100MB for less than 200 users and $2 per 100MB for more than 200 users
Additional data backup: $12 per request

*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.

Zoho Inventory showing finance details like outstanding receivables and sales order for a new package.

Zoho CRM and Zoho Finance integration for seamless accounting operations management (Source: Zoho)

Our Expert Opinion

Zoho CRM sets itself apart with its all-around affordability. We also like the customization options of the platform—something essential when tailoring a CRM to meet industry-specific needs like bookkeeping, tax planning, and cash flow forecasting. It ensures modules meet information and process requirements of accountants. Plus, integrations with QuickBooks, Xero, and Zoho Finance Suite help manage payments and clients in one interface.

Visit Zoho CRM

Bitrix24: Best CRM for Bookkeepers With Client Management Tools

Pricing: 5 out of 5

General Features: 5 out of 5

Advanced/Niche Features: 5 out of 5

Ease of Use: 3.75 out of 5

Support: 3.13 out of 5

Expert Score: 4.38 out of 5

Pros

All-in-one solution with modules for project and client management for tracking tasks
Free plan available for unlimited users, includes CoPilot AI assistant, autodialer, and unlimited deals and contacts
Multichannel communication options including integrated phone, email, chat, video calls, and social media connections

Cons

Sharp learning curve because of robust and advanced features
Document storage in CRM records not available for free
Lead management features locked in the Standard plan ($99 per month for 50 users)

You want to manage clients and deliverables: Bitrix24 has built-in project management tools to oversee deliverables and long-term service projects. If you are looking for a CRM to track activities, like tax filings and audits, and keep all relevant records, Bitrix24 is an excellent choice.

You can participate in and manage tasks and schedule Zoom calls with clients without leaving the CRM, saving you time and effort.

You need free accounting firm CRM software: Bitrix24 is one of the better free CRM systems on this list that allows unlimited user access. On the free plan are notable capabilities like video conferencing, unlimited contacts and deals, project management, and a service catalog.

Teams can also message clients through Facebook, store client profiles, plan activities, and collaborate with clients from the system.

You need a simpler accounting CRM: Bitrix24 has many capabilities that make the interface tough to set up and navigate. Both sides of the workspace have several menu icons that can be overwhelming for less tech-savvy users. The tools are also relatively difficult to operate, especially if you’re a bookkeeper new to the CRM world.
- Alternatives: HubSpot CRM and monday CRM have user-friendly interfaces and intuitive features. Pipedrive is equipped with easy sales automation tools, such as Sales Assistant and Smart Contact Data. These capabilities save you time and effort in client management.
You want a free solution to store client documents: One key issue for Bitrix24, particularly for accountants who need to organize files for a paper trail, is that the free plan does not let you store client documents within contact records. This feature requires the Basic plan ($49 for five users) and above.
- Alternative: HubSpot CRM is a comparable option equipped with document management capabilities on its free-forever plan. Build a library of documents you can easily share with prospective accounting clients. Obtain insights into when and where your prospects are most engaged.

Bitrix24 Pricing Plans*

Cost:

$0 for unlimited users

Key Features:

Unlimited contacts, deals with sales pipeline, and activity tracking
Client management module with task planning, tracking, reminders, and autodialer
Bitrix24.Sign tool for creating, sending, and getting digital signatures for documents
Automated duplicate detection and custom data fields
Contact center with CRM forms, live chat engagement, and social media messaging
Shared team calendar
Project and task management module
Ecommerce module with order, product, inventory, and payments
CoPilot AI assistant in CRM, tasks, chat, feed, email, and texts on websites
Sales intelligence with report builder and automatic customer journey tracking

*Pricing is based on annual billing. Monthly billing is available for a higher cost. Bitrix24 offers a 15-day free trial on paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.

Bitrix24’s contact management system helps accountants and bookkeepers easily manage client profiles. (Source: Bitrix24)

Our Expert Opinion

Bitrix24 is one of the closest products you’ll find to an industry-specific CRM for bookkeepers and accountants. This is primarily due to its robust client management system where you can store contact data and documents, plan activities and calls with clients, and manage client tasks. Bitrix24’s project management module is great for tracking accounting service deliverables like tax filings, financial audits, and periodic financial statement generation.

Visit Bitrix24

Financial Cents: Best for Profitability Management

Pricing: 3.75 out of 5

General Features: 4.25 out of 5

Advanced/Niche Features: 4.5 out of 5

Ease of Use: 4.38 out of 5

Support: 5 out of 5

Expert Score: 3.44 out of 5

Pros

Profitability management tools like capacity and uncategorized transactions management and time tracking and invoicing
Affordable and scalable plans offered for solo accounting practitioners
Advanced features like client portal, time tracking, and client requests and document management

Cons

No extensive customization
Integration required for Invoicing features
Reporting capabilities limited to work status and deadlines and monitoring staff and set capacity

You need to track your accounting firm’s profitability: If you are managing multiple clients, you can rely on its ability to compare tracked hours and billed amounts to clients. This helps you quickly analyze profitability in terms of services and client engagements.With its capacity management feature, you can set a number of hours for each employee to help you monitor their workload and adjust task allocation.
You need a low-cost industry-specific accounting software: Financial Cents offers a low-cost paid plan for only $9 per user monthly. If you are a solo practitioner who needs an affordable but robust accounting firm CRM solution, Financial Cents is a great choice. While other providers offer free plans, they often lack specialized functions like those available in Financial Cents.

You need robust customization features for your accounting CRM: Financial Cents lets you customize the task view in a board or list format to easily manage your accounting tasks.With customizable user permissions, you can manage what your employees can see and do. However, this accounting CRM does not provide extensive customization options for pipelines and web forms like other providers listed on this list.
- Alternatives: Pipedrive offers customizable sales pipelines and web forms (like lead capture forms) and integrates with website builders (like GreatPages) to personalize your accounting firm’s website.monday CRM’s custom dashboards instantly report on team performance, deal progress, and sales figures. Edit deal stages, add or delete columns, and manage several pipelines at once.
You need built-in invoicing features in a CRM software: Financial Cents requires a QuickBooks integration to send invoices. This integration automatically pushes all the time tracked in Financial Cents to QuickBooks for invoice and payroll management. However, this integration also means an added charge starting at $49 per month.
- Alternative: HubSpot CRM’s invoices feature is already built in the platform. If you only need invoicing capabilities, you don’t have to manage complex integrations to send invoices to your clients.You can invoice directly from HubSpot CRM. And if you’re a solo practicing accountant, you can reduce late payments with its overdue invoice tracking and management features.

Financial Cents Pricing Plans*

Cost:

$9 per user

Key Features:

Workflow and to-do lists
Workflow automations
Client tasks and requests
Client portal
Secure file sharing
Document management
Client CRM and database
Time tracking
Budgeting and reporting

Financial Cents Pricing Add-ons:

ReCatsAutomate managing client uncategorized transactions without needing to download transaction into a spreadsheet. : $4 per client, per month

*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing and enterprise-level options are available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.

Financial Cent work dashboard showing account details for tracking accounting tasks and projects.

Financial Cents lets you track client work, respond to clients faster, and organize data and tasks for a more productive and profitable accounting firm. (Source: Financial Cents)

Our Expert Opinion

Financial Cents is an affordable CRM for accountants and bookkeepers who manage multiple clients with notable features for tracking profitability. With its project tracking and capacity management features, you can quickly analyze return on investments (ROI) and prioritize high-profit clients. We also love how this tool can help accountants attract more leads by giving them easy access to requests, documents, reports, and invoices via its client portal.

Visit Financial Cents

monday CRM: Best for Intuitive CRM Features for Accountants & Bookkeepers

Pricing: 3.75 out of 5

General Features: 4.13 out of 5

Advanced/Niche Features: 4 out of 5

Ease of Ease: 4.38 out of 5

Customer Support: 5 out of 5

Expert Score: 4.69 out of 5

Pros

Easy to set up and operate, particularly for creating boards, automations, and collaborating with team members
Post-sales management features like account management and client project management
Option for users to customize boards to meet unique process and informational needs

Cons

Third-party connector tool like Zapier required to integrate with Xero or QuickBooks
Enterprise plan required at a customized cost for lead scoring and duplicate warning
No free plan; paid plans require three minimum users

You need a highly-intuitive CRM system: monday CRM is known for its product simplicity. Creating boards is simple, and the CRM data entry process uses a spreadsheet format where users can edit records and then view their data on various board views. Set up workflow automatons through no-code functionality where you simply select items, triggers, and actions.
You want built-in account and client management tools: monday CRM is equipped with post-sales management tools to assist clients after the deal is closed. It includes an account management module for tracking client activity, supporting onboarding tasks, and managing renewals and client project management to oversee and collaborate on deliverables.

You need a CRM that integrates directly with Xero or QuickBooks: monday CRM requires an app connector, like Zapier, to integrate with Xero or QuickBooks. This means an extra charge for the plug-in or third-party app connector. If you use Xero or QuickBooks for bookkeeping functions, such as invoicing and payroll, you might want to choose a provider that offers free or direct integration.
- Alternative: Insightly CRM is a great alternative to monday CRM when it comes to integrating CRM with popular accounting systems like Xero and QuickBooks. It is one of the top CRMs that integrate with Xero for simple accounting tasks, allowing you to access Xero records, copy and link system data, and generate invoices.
You need free lead scoring to identify high-value clients for your firm: While monday CRM offers lead scoring to help you qualify leads and prioritize opportunities to earn new clients, you need the Enterprise plan, which requires a custom quote. But this feature is available at a lower price from other providers.
- Alternative: Zoho CRM is a great option that offers affordable lead scoring. It is available on its Standard plan for only $14 per user, monthly.

monday CRM Pricing Plans*

Cost:

$12 per userThree-user minimum requirement

Key Features:

Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact, and deal management
iOS and Android apps
Unlimited free viewers
Create a dashboard based on one board

*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Enterprise plan is also available for larger teams at custom pricing. The provider offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

monday CRM's customizable project management platform showing color-coded company details for handling accounts.

monday CRM dashboard shows color-coded labeling for easier access to account records. (Source: monday CRM)

Our Expert Opinion

monday CRM is a great option for accountants new to the CRM world. The entire platform is built around product simplicity and providing the user with a great experience. Between creating the CRM boards, adding and editing records, and developing workflow automations, monday CRM is the best simple solution. It also has great features relevant to accountants like client project management, onboarding task tracking, and renewal management.

Visit monday CRM

Pipedrive: Best CRM for Bookkeepers With Opportunity Management Tools

Pricing: 4.5 out of 5

General Features: 4.65 out of 5

Advanced/Niche Features: 3 out of 5

Ease of Use: 4.38 out of 5

Support: 5 out of 5

Expert Score: 4.69 out of 5

Pros

Solid intelligent tools like Smart Docs (to autogenerate proposals) and Smart Contact (to autoenrich contact data)
Multiple customizable pipelines available on Essentials plan ($14 per user)
Ability to create multistep workflows like progressive billing

Cons

Project management features starting in the Power plan ($64 per user monthly); competitors like Bitrix24 has lower pricing
No free plan, only a 14-day free trial
No account and client management tools (limited to activity tracking on contact or company records and file attachments)

You want to streamline your proposal process for opportunity management: Pipedrive is a sales CRM with solid lead management features. As part of that arsenal, it has excellent proposal tools useful for accountants who send service contracts constantly to new and current clientele.
These tools autocreate business proposals, track whether they’ve been opened, and obtain digital signatures―all in one system.
You provide multiple account services: Accountants often deliver various solutions, including bookkeeping, personal and business tax preparation, payroll, auditing, and fractional chief financial officer (CFO) services.
As each of those will require its own unique sales process, it’s nice to have a CRM like Pipedrive that can customize deal stages and support multiple pipelines. For instance, you can create stages for qualification, fact-finding, quoting (where you and the client agree on service fees), and closing (where the client signs the engagement letter).

You want low-cost project management tools: Project management tools let bookkeepers, auditors, and tax preparers track progress on client services from the same system they’re storing their account information. These features are not available until you are subscribed to a higher tier (starting at $64 per user for the Power plan) or buy the Projects add-on for $6.70 per user monthly.
- Alternatives: Insightly CRM and Bitrix24 are the best CRMs for tax preparers and accountants that want built-in project management. Bitrix24 offers a project and task management module in its free plan. And Insightly CRM provides project management tools starting with its most basic plan (Plus plan at $29 per user monthly).
You need a free accounting CRM: Arguably, the biggest downside of Pipedrive is that it lacks a freemium plan, which is particularly convenient for new accounting firms or teams that want to try the CRM at zero risk before upgrading.
- Alternatives: HubSpot CRM is our favorite free product for marketing capabilities. Bitrix24 is another good option if you need free client management tools, such as scheduling Zoom calls with clients.

Pipedrive Pricing Plans*

Cost:

$14 per user

Key Features:

Contact, lead, and deal management
Calendar and activity management
Customizable sales pipelines
Deal and activity reports with deal rotting notifications
Email inbox
AI-powered sales assistant
Visual dashboards with shareable links
Product catalogs
Mobile app
Caller ID and automatic call logging

Pipedrive Pricing Add-ons:

LeadBoosterLead generation tool set : Starting at $32.50 per company monthly
Web Visitors TrackingWeb tracking and lead ranking : Starting at $41 per company monthly
CampaignsCustomizable email campaigns : Starting at $13.33 per company monthly
Smart DocsSend trackable quotes, proposals, and contracts; free with Professional or Enterprise plan subscription : Starting at $32.50 per company monthly
ProjectsProject and task management : Starting at $6.70 per user monthly

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. Pipedrive offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Pipedrive's dashboard where users can add signer fields for creating a signable business proposal with SmartDocs.

Pipedrive creates a signable proposal with SmartDocs for accountants and bookkeepers to streamline agreement or contract approval for winning more opportunities. (Source: Pipedrive)

Our Expert Opinion

If you’re an accountant or bookkeeper, you can greatly benefit from Pipedrive’s opportunity management tools. It is the best CRM for bookkeepers and accountants who need to set up progressive billing and proposals through accounting system integrations like with Xero.

Easily access quotes, payment history, sales trends, and receivables, as well as generate invoices and receive real-time updates. Plus, you can use Pipedrive’s proposal management tools to land more clients and further boost your accounting practice’s income.

Visit Pipedrive

TaxDome: Best for Tax Practice Management

Pricing: 2 out of 5

General Features: 4.83 out of 5

Advanced/Niche Features: 5 out of 5

Ease of Use: 3.13 out of 5

Support: 4.38 out of 5

Expert Score: 4.38 out of 5

Pros

Unlimited number of clients, accounts, electronic signature usage, and storage space
Option to integrate with popular tax and bookkeeping software (like TaxAct and Drake)
Specifically designed software for tax compliance

Cons

Marketing features limited to custom website and branding
Steep pricing and no free plan and free trial (free demo only)
App connector like Zapier required for Google Sheet and TaxDome integration

You are focused on preparing taxes for your clients: TaxDome is an intuitive cloud-based solution for tax practice management. If your accounting firm works with many clients in various niches or sectors, you can benefit from TaxDome’s unlimited number of clients, accounts, storage space, and electronic signature usage.
Plus, import documents from popular tax software like TaxAct and Drake directly into TaxDome. You can print and save documents from Drake to TaxDome workspace using TaxDome’s Windows application.
You prefer a simple CRM plan: TaxDome offers one plan. Solopreneurs and freelance accountants can benefit from this provider because you only pay on a per-user basis. The plan already includes all features like client management and time tracking without complicated tiers, fees, and modules. You can choose from one-, two-, or three-year subscriptions with discounts included.

You need more robust marketing features: TaxDome has limited marketing capabilities. While the provider offers custom website and branding tools, this CRM for accountants does not have social media, content marketing, and other digital marketing features.
- Alternatives: General-use CRMs like HubSpot CRM, Zoho CRM, and monday CRM offer marketing tools. These include content marketing, email marketing, social media marketing, and other online marketing tools.
You prefer a more affordable CRM for accountants: TaxDome’s price is relatively higher than other providers on this list. The cost starts at $700 per user yearly or $58 per user monthly with a three-year contract. TaxDome does not offer a free plan or free trial. This is a drawback for freelance accountants and new accounting firms wanting to test the tool first before committing, especially for this multiyear subscription service.
- Alternatives: HubSpot CRM provides low-cost, scalable plans starting at $15 per user monthly and freemium tools for two users. The same is true for Zoho CRM with free tools for three users.

TaxDome Pricing Plan*

1-Year Subscription

Cost:

$800 per user, per year
$66 per month

Key Features:

Workflow and automation
AI-powered reporting
Resource management
Client management tools like CRM, documents, and organizers (client intake)
Revenue operations tools for proposals, engagement letters, and time tracking
Client experience tools like client mobile app, client portal, and client tasks
Integrations like Internal Revenue Service (IRS) transcripts, QuickBooks Online, and tax software

TaxDome Pricing Add-ons:

Seasonal Staff: $85 per user, per month (billed monthly)

*Pricing is based on annual billing. Two- and three-year subscriptions are available with a lower annual or monthly cost. While we update pricing information regularly, we encourage our readers to check current pricing.

TaxDome simplifies document operations like Form 1040. (Source: TaxDome)
TaxDome dashboard shows uploaded tax form files for seamless document and workflow management. (Source: TaxDome)

Our Expert Opinion

TaxDome is the best CRM for accounting firms looking for tax management features with seamless tax software integrations. Whether you’re a freelance accountant, a new accounting firm, or a seasoned bookkeeper, TaxDome’s cloud-based solution can help you stand out from your competitors. You won’t feel restricted in your workflows because it’s equipped with unlimited accounts, storage space, and electronic signatures.

Visit TaxDome

Capsule CRM: Best CRM for Vendor Invoice Management

Pricing: 5 out of 5

General Features: 4.65 out of 5

Advanced/Niche Features: 3 out of 5

Ease of Use: 5 out of 5

Support: 3.75 out of 5

Expert Score: 4.69 out of 5

Pros

Ability to manage vendor invoices securely through Xero integration’s user roles and permissions
User-friendly interface CRM
Advanced capabilities like contact and business enrichment for automatically updating accounting records

Cons

Direct Xero integration capabilities limited to syncing contact and supplier records, accessing invoices, and capturing leads
Bare-bones free plan that only allows 250 stored contacts
Email templates starting in the Starter plan ($18 per user); other providers on this list, like HubSpot CRM and Zoho CRM, offer this feature for free

You want to securely manage vendor invoices for your clients: When you connect Xero to Capsule CRM, the system will ask how you would like to manage vendor data.
If you have multiple offices and your accounting firm is subscribed to a plan with access control features, you can select a default team to which all your Xero contacts will be added. This ensures only authorized employees can access sensitive vendor data.
You need an easy-to-use CRM for accountants: Capsule CRM is a highly intuitive CRM system with a user-friendly interface. Accountants and bookkeepers can easily integrate this platform with Xero and quickly create a link to open a Xero contact’s corresponding contact in the Capsule CRM.

You need a CRM for certified public accountant (CPA) firms that can do more than record and sync invoices: Capsule CRM gives you instant access to payment due dates and payments and enables you to add clients directly to Xero.
If you need advanced capabilities such as progressive billing and multistep workflows for automated accounting, it’s best to find an alternative.
- Alternative: Pipedrive uses progressive billing features to let you automate invoice creation, payment confirmations, and real-time sales transaction notifications.
You need more robust free-forever tools: While Capsule CRM has a free-forever plan, its features are limited to contact and deal management. Users are capped at only 250 stored contacts and can only manage tasks and emails.
- Alternative: HubSpot CRM’s free plan offers more advanced features. This plan provides 1 million contact records, campaign management, deal tracking, and email features, suitable for new CPA firms.

Capsule CRM Pricing Plans*

Cost:

$0 for two users

Key Features:

Up to 250 contacts
50MB storage per user
Xero integration via Zapier
Integration with Gmail and Mailchimp
Unlimited customization of contact data
Track potential sales like bids, proposals, or deals
Sales dashboard and activity reports
Data segmentation tools such as lists, filters, and tags
Create, assign, and automate tasks

*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Capsule CRM offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Capsule CRM exports an account’s data to Xero for managing invoices on a centralized platform. (Source: Capsule)
Users have two options when handling suppliers’ info between Capsule and Xero for seamless and secure vendor or supplier invoicing and account management. (Source: Capsule)

Our Expert Opinion

Capsule CRM’s supplier management features make it the best CRM accounting software for CPA firms handling vendor invoices. If you have clients with multiple suppliers, you can protect sensitive information with Capsule CRM by keeping data only visible to authorized users. Another notable feature is its Xero integration, allowing you to generate invoice summaries for a quick look at payment due dates and other important data.

Visit Capsule CRM

Insightly CRM: Best CRM With Project Management Tools

Pricing: 2.75 out of 5

General Features: 4.83 out of 5

Advanced/Niche Features: 4.5 out of 5

Ease of Use: 3.75 out of 5

Support: 3.13 out of 5

Expert Score: 4.69 out of 5

Pros

Built-in project and task management tools available across all plans
Relationship linking features to indicate a family, hierarchy, or other relationship between contacts
Full CRM system with lead management, deal tracking, sales automation, and mass marketing tools

Cons

Decent learning curve required to operate the features
Free-forever option discontinued; only a 14-day free trial offered
Quotes and price books tools locked in Enterprise plan ($99 per user monthly)

You are a project-based accounting freelancer: Project management and communication tools streamline client communication. Insightly CRM provides built-in project management to oversee deliverables after a closed deal. Accounting teams can monitor and manage projects in the workflow dashboard.
Insightly CRM is one of the top QuickBooks CRMs that takes care of the technical side so you can focus more on your clients and projects. You can create projects from emails using templates, which saves time delegating tasks to your staff.
You want to link client relationships in your CRM: One of the most useful features of Insightly CRM is the record-linking capabilities. CPA firms usually have client groups or one client with different entities billed separately. This CRM can help you track related entities or show various relationships, like client partnerships.

You want a simpler CRM system for accountants: Insightly CRM has many features and configurations. Hence, first-time CRM users may find this CRM tough to navigate.
- Alternatives: HubSpot CRM and Pipedrive are the best options if you’re looking for the best CRM for bookkeepers that prioritizes ease of use. Both accounting firm CRM systems have a simple layout and intuitive features for a great user experience.
You need a CRM bookkeeping software with a free plan: Insightly CRM does not offer a free plan. However, it provides a free trial for 14 days. If you are a bookkeeper or accountant wanting to start with a free CRM, other providers on this list offer free-forever plans.
- Alternative: Bitrix24 offers a free plan for unlimited users with video conferencing, project management, and unlimited contacts and deals. HubSpot CRM offers free personal contact management tools, mass emailing, third-party integrations, and appointment scheduling.

Insightly CRM Pricing Plans*

Cost:

$29 per user

Key Features:

Linking Xero or QuickBooks invoice or bill to opportunity or project
Up to 100,000 stored contact records
Lead management with Kanban view options and web-to-lead capture
Automated emails with up to 2,500 mass emails per day
Project and task management tools
File attachments for CRM records
Ability to bulk update data records
Mobile CRM with voice notes
Event and task sync to calendar

Insightly CRM Add-ons:

Premier Support and SuccessIncludes personalized support, proactive insights, and one-on-one technical guidance : Contact provider for a quote
Guided OnboardingIncludes guided CRM implementation, training, adoption, and consultation : $1,500 one-time fee

*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Insightly offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Sample Insightly CRM's account management dashboard showing upcoming and past milestones.

Insightly CRM project management system from account record management helps streamline managing a client’s accounts and projects. (Source: Insightly)

Our Expert Opinion

Insightly CRM is the best CRM accounting software with project management capabilities. We recommend this CRM to solopreneurs and freelance accountants who want to build client relationships and oversee service deliverables in one system. Promote seamless accounting project delivery by using Insightly CRM to track your KPIs and build automated tasks and events.

Visit Insightly CRM

How We Evaluated the Best CRM for Accountants

To help accountants and bookkeepers choose the best CRM, we evaluated the features relevant to an accountant for managing payments and clients. For instance, document storage, appointment scheduling, and project management are all useful for providing solid professional services. We ranked the best CRM for bookkeepers and accountants not just based on the availability of these features but also their extensiveness and user experience. Regardless if the CRM is industry-specific or general-use, we always look at other product attributes, such as affordability, customer support availability, and integration options. In this case, we looked at integrations with accounting systems such as Xero and QuickBooks. The criteria below offer insight into our evaluation process of the best CRM for accountants.

Methodology weights

Pricing 10%

General Features 25%

Niche Features 25%

Ease of Use 15%

Help and Support 15%

Expert Score 10%

Frequently Asked Questions (FAQs)

A CRM for accounting refers to software that lets bookkeepers, tax preparers, and auditors oversee payments and client management operations. It will contain useful modules, such as lead, account, and project management, as well as tools particularly valuable to accountants like meeting scheduling, invoice generation, document storage, and a built-in phone system. It will also integrate with popular accounting systems such as QuickBooks and Xero.

The short answer is no. QuickBooks is a financial management platform that lets businesses send invoices, collect payments, pay expenses, track account balances, and generate financial statements. That said, because of its invoicing capabilities, businesses could use it to store contact data, which is a key CRM feature. Nevertheless, most CRMs integrate with QuickBooks to send invoices and sync data between the CRM and accounting system.

Many CRM systems for accountants and bookkeepers like HubSpot CRM, Zoho CRM, and Bitrix24 offer a free plan. Financial Cents’ paid plans start at $9 per user. And it offers client management and workflow automation tools to seamlessly manage routine tasks like tax auditing.

Bottom Line

The best CRM software streamlines an accounting firm’s operations with its automation, appointment scheduling, and document management capabilities. With accounting system integrations like Xero and QuickBooks, firms can focus more on core tasks like managing expenses and write-offs, inter-client relationship building, and managing employees. While HubSpot CRM is our pick for the best CRM for accountants overall, consider other platforms based on your feature needs.

Visit HubSpot CRM

Lorraine Daisy Resuello

Lorraine Daisy Resuello is a specialist at Fit Small Business who focuses on Sales and Customer Service topics and she has experience in customer service in business process outsourcing (BPO). At present, she uses her decade-long writing experience to provide FSB readers with the best answers to their questions.

9 Best CRMs for Accountants & Bookkeepers

Featured Partners

Product Name

Product Name

Product Name

Best CRMs for Accountants & Bookkeepers Compared

HubSpot CRM: Best for Free Accounting Integrations

HubSpot CRM Pricing Plans*

Our Expert Opinion

Zoho CRM: Best Customizable CRM for Accounting Firms

Zoho CRM Pricing Plans*

Our Expert Opinion

Bitrix24: Best CRM for Bookkeepers With Client Management Tools

Bitrix24 Pricing Plans*

Our Expert Opinion

Financial Cents: Best for Profitability Management

Financial Cents Pricing Plans*

Our Expert Opinion

monday CRM: Best for Intuitive CRM Features for Accountants & Bookkeepers

monday CRM Pricing Plans*

Our Expert Opinion

Pipedrive: Best CRM for Bookkeepers With Opportunity Management Tools

Pipedrive Pricing Plans*

Our Expert Opinion

TaxDome: Best for Tax Practice Management

TaxDome Pricing Plan*

1-Year Subscription

Our Expert Opinion

Capsule CRM: Best CRM for Vendor Invoice Management

Capsule CRM Pricing Plans*

Our Expert Opinion

Insightly CRM: Best CRM With Project Management Tools

Insightly CRM Pricing Plans*

Our Expert Opinion

How We Evaluated the Best CRM for Accountants

Frequently Asked Questions (FAQs)

Bottom Line

Lorraine Daisy Resuello

Company

Categories

9 Best CRMs for Accountants & Bookkeepers

Featured Partners

Product Name

Product Name

Product Name

Best CRMs for Accountants & Bookkeepers Compared

HubSpot CRM: Best for Free Accounting Integrations

HubSpot CRM Pricing Plans*

Our Expert Opinion

Zoho CRM: Best Customizable CRM for Accounting Firms

Zoho CRM Pricing Plans*

Our Expert Opinion

Bitrix24: Best CRM for Bookkeepers With Client Management Tools

Bitrix24 Pricing Plans*

Our Expert Opinion

Financial Cents: Best for Profitability Management

Financial Cents Pricing Plans*

Our Expert Opinion

monday CRM: Best for Intuitive CRM Features for Accountants & Bookkeepers

monday CRM Pricing Plans*

Our Expert Opinion

Pipedrive: Best CRM for Bookkeepers With Opportunity Management Tools

Pipedrive Pricing Plans*

Our Expert Opinion

TaxDome: Best for Tax Practice Management

TaxDome Pricing Plan*

1-Year Subscription

Our Expert Opinion

Capsule CRM: Best CRM for Vendor Invoice Management

Capsule CRM Pricing Plans*

Our Expert Opinion

Insightly CRM: Best CRM With Project Management Tools

Insightly CRM Pricing Plans*

Our Expert Opinion

How We Evaluated the Best CRM for Accountants

Frequently Asked Questions (FAQs)

What is a CRM for accounting?

Can I use QuickBooks as a CRM?

How much does an accounting CRM typically cost?

Bottom Line

Lorraine Daisy Resuello

Company

Categories