CRM Accountants and CPAs
A CRM for accountants and CPAs that keeps every client in one place
Calls, texts, emails, web chats and social DMs from clients all land in one conversation view. Every consultation, quote and payment is tracked in a pipeline built around how accountants and CPAs actually work, from first inquiry to repeat business.
Serving accountants and CPAs anywhere in the US. No contracts.
Why choose Ideally for CRM for accountants and CPAs
What gets in the way
- Tax season creates an avalanche of the same questions
- Document collection is slow and messy
- Clients only call once a year
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-visit reminders go out automatically after every job or visit.
What’s included in CRM for accountants and CPAs
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from clients in one thread.
A pipeline for consultations
Stages designed for accountants and CPAs, from new inquiry to consultation booked to won.
Calendars and reminders
Online booking for consultations with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for accountants and CPAs
- 1
A client messages you about bookkeeping
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book a consultation from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for accountants and CPAs
CRM works best alongside the rest of Ideally, on one platform.
Everything for accountants and CPAsCRM for Accountants and CPAs: common questions
Still unsure? Book a call and ask us anything.
Book a callDo you work with accountants and CPAs anywhere in the US?
Yes. Ideally works with accountants and CPAs nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for accountants and CPAs different from a generic setup?
We build around how accountants and CPAs win business: the consultations you book, the clients you serve, and services like tax preparation and bookkeeping.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how clients reach you today and show you what we would set up first.
No contracts. Cancel anytime.