CRM for Accountants

Get one complete view of your clients, understand their needs and build closer relationships. Capsule CRM for accountants is the perfect solution to improve how you grow businesses and acquire clients.

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CRM for Accountants

Build client relationships like never before

Store everything you know about your clients in one central place. Record personal information, such as the name of your client's partner, children or the date of their next funding round. The more you know about your client, the easier it will be to engage with them and build close relationships.

A first-class experience for every client

Easily manage your sales opportunities in a clear and simple sales pipeline that reminds you to keep in touch with your prospects and stay top of mind. Visualizing your sales pipeline helps identify opportunities for client acquisition and retention.

For every client going through the pipeline, you can quickly spot trends and gain deep insights to create new tailored solutions.

"If accountants want to survive in the online environment, they have to change from the model of providing a service based on referrals to one where they're providing a solution to businesses. When you start selling a solution, your base widens, you can sell nationally. That's when you need a sales funnel and a CRM like Capsule to track all your opportunities."

Denis Breen

Managing Director, ProfitPal Accountants

Save time on admin, gain more with clients

Feel more organized by pulling all your client information from spreadsheets or apps into one place and reduce manual entry. Automation is key to a more effective client management system.

Connecting to accounting apps like Xero and QuickBooks Online is a breeze. When you connect these with other popular business tools like Gmail, Capsule gives you one complete view of your client.

Never miss a deadline

Rest easy using our task management tools, ensuring you and your team will never miss a deadline. Capsule tracks work back from or towards a set date. Simply create a list of tasks and get an email to remind you when the next step is due. Leave reminders for getting tasks done to Capsule.

Ultimate focus on your clients

Partners can be safe in the knowledge their clients' data is only accessible to them, as access levels are easily set for each member of the team. Confidentiality is necessary in every firm but especially in an accounting firm.

Focus teams by only displaying the customers they're responsible for, making it easier for them to keep the data clean and fresh.

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.

See all our integrations


Use the Capsule CRM integration for Xero and get one complete view of your business, from capturing leads to invoicing and payments. Keep on top of your transactions and help your business grow. Xero can improve your company's financial management, reducing errors and increasing profitability. Keep on top of your transactions and help your business grow.

QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances. Send, track, and collect payments quickly so you don't have to worry about manual accounting and bookkeeping.


The fastest way to track time and invoice your clients. Send, track and collect payments quickly. Great for teams, freelancers and service providers.

Sage Business Cloud Accounting

Sage Business Cloud Accounting takes care of your finances, so you can focus on the business you love.

Why Accounting Firms Need a CRM

Accountants face several challenges in their profession, such as managing large amounts of data, staying up-to-date with tax-related laws, dealing with client expectations and maintaining client confidentiality. These challenges require them to be more organized, efficient and adaptable to changing circumstances. That's why accountants need a reliable system to help them do all this, and Capsule CRM is the perfect software solution for that.

Here are the top reasons why accountants and accounting firms need a CRM:

Easier Client Management

A CRM for accountants and accounting firms can help manage and organize client information, mainly contact details, project history and billing information, in one centralized location that can be accessed by key people in the firm. This helps teams get a quick overview and easy access to all the information they need about their clients. This ensures that nothing falls through the cracks and that clients receive prompt and effective service.

Faster Lead Generation

A CRM can be used to manage and track potential clients, helping key people in the firm to identify new business opportunities. It provides tools and features that can help accountants, financial advisors, and consultants identify new business opportunities, manage and track potential clients, and increase the efficiency of their lead generation efforts.

For example, a CRM can be integrated with marketing tools to make it easier to identify and communicate with leads. By integrating with the right marketing tools, you can monitor the success of campaigns released to different target audiences, providing insights into what works and what doesn't when it comes to client acquisition and retention.

Easier Task Management

A CRM for an accounting firm provides a single platform for tracking and managing tasks, deadlines and projects. With just one platform, employees can work more efficiently and effectively.

Senior accountants can prioritize tasks, assign them to team members, and set reminders to ensure that deadlines are met. Bookkeepers can automate invoicing, financial reports, and customer activity reports. Financial consultants can manage customer relationships, streamline their business procedures and gain valuable insights into the performance of the firm. Overall, a CRM for accounting firms can automate and streamline administrative tasks handled by key people in an accounting firm.

Effortless Document Management

CRM systems allow accountants, bookkeepers, and consultants to easily store and manage documentation related to contacts such as contracts, proposals and invoices. If you need to manage proposals and contracts, you can also integrate with specific tools.

Stronger Reputation

Accounting firms can build stronger reputations by managing client relationships and improving internal and external communication. With a CRM, accounting firms can track client interactions, manage appointments and deadlines and analyze client data to better understand their needs and preferences. By providing better customer service and improving client relationships, a CRM can ultimately help accounting firms build their reputation and establish a strong brand in the industry.

Work from anywhere with Capsule CRM On Mobile

Capsule CRM for accountants and accounting firms is not just about functionality; it also helps with productivity. Our Capsule CRM mobile app means you can achieve more in your available time, because you can work from anywhere.

Workplace Collaboration and Mobility

Capsule CRM for mobile can help accounting firms collaborate efficiently by providing a centralized platform for gathering, storing and sharing information between employees and customers. Users can access customer data, perform tasks, and provide updates from anywhere, at any time, using a smartphone or tablet.

Client Engagement

Capsule CRM's mobile app improves client engagement, even outside the office. It allows accountants and consultants to respond promptly to customer inquiries and provide real-time updates on the status of their inquiries. This speeds up response times.

Scheduling and Reminders

Scheduling and reminders are some of the core functionalities of Capsule CRM's mobile app. You can manage tasks, schedule meetings and view reminders at a glance in the calendar using your smartphone or tablet. You wouldn't have to worry about missing important events with your team and with current or prospective clients.

Stay in sync

Even if you're offline, Capsule's mobile app will sync any changes you make. All changes you'll make while offline will update once you reconnect.

Free CRM for Accounting Firms

If you're still exploring the many possibilities a CRM can offer, then Capsule is the right platform for you as we offer a free version for accounting firms, accountants, financial analysts and other professionals. With our free CRM, you can access all the basic features of our software solution to improve your client management, automate administrative tasks and start embracing new technologies.

We also offer a free trial for all our paid plans, valid for 14 days and no card required. This free period gives you access to both the website version and mobile app. If you want to move forward with a plan, you can choose one of our three paid plans: enterprise, teams, and professional.

​Trusted by thousands of accounting firms worldwide

Capsule CRM's name is synonymous with ease of use, productivity, and functionality. That's why we're trusted by thousands of accounting firms worldwide—by accountants, bookkeepers, financial analysts, consultants, and other professionals in the field of accountancy. Capsule CRM for accounting firms is your best partner to generate leads and turn them into loyal, long-term clients.