Discover the Power of CRM for Accountants
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Client Management
Organize client information, documents, and communication history in one central location.
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Time & Billing
Track billable hours and generate accurate invoices for accounting services.
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Deadline Tracking
Never miss important tax deadlines with automated reminders and calendar integration.
Why Accountants Need CRM Software
Accounting firms manage numerous clients with varying needs, deadlines, and requirements. A specialized CRM for accountants helps organize client data, automate workflows, and ensure no deadline is missed during busy tax seasons. With Corcava's CRM, accounting professionals can streamline client onboarding, track engagement history, manage documents securely, and deliver exceptional service that builds long-term client relationships.
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Client Lifecycle Management: Track clients from prospect to long-term retained relationship
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Service Package Tracking: Monitor which accounting services each client uses
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Engagement Management: Track annual engagements, quarterly reviews, and ad-hoc projects
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Referral Tracking: Monitor client referrals and build your accounting practice organically