Best Crm For Tax Professionals

The tax season comes once a year, but if you’re a tax professional, that doesn’t mean that your job stops there. To be successful, you need to be organized so that you can focus on closing deals, taking new ones and supporting clients throughout the year. Our list of best CRMs for tax professionals highlights not only which CRM platforms can help you improve client service, but also which ones are simple to use and have the very best in online management tools.

In this guide, we review the Best Crm For Tax Professionals, best crm for accounting firms, software for accountants and tax practitioners, and crm and accounting for small business.

Best Crm For Tax Professionals

We know that a world-class customer relationship management (CRM) platform can help tax professionals be more efficient and effective. We also know that not every platform is right for every business—that’s why we’ve put together this list of the best CRMs for tax pros.

HubSpot CRM

HubSpot CRM is the best crm for tax professionals because it’s a cloud-based software that helps you grow your business. It helps you create content, manage leads and track your sales pipeline.

Less Annoying CRM

If you’re looking for a CRM that’s just as strong when it comes to client management as it is in accounting, this platform is worth considering. Less Annoying CRM is best known for its clean interface and ease of use. The platform also offers excellent customer service, with representatives available 24/7 to answer any questions or concerns you may have. There’s also a free version available for up to three users.

Zoho CRM

Zoho CRM is a cloud-based solution that caters to small businesses. If you’re looking for a CRM that has a low price point and can be used by sales teams, this might be the one for your team. Zoho has built their platform with the mindset of making it simple to use while also offering advanced features that help teams thrive in their day-to-day activities.

Zoho offers a free trial so you can test out the software before committing yourself—and it’s worth noting that Zoho CRM is also offered at an affordable monthly price point compared to other solutions on this list.

Freshworks CRM

Freshworks CRM is an easy-to-use option for small businesses. It has a simple interface and is focused on helping users increase sales, profit and customer satisfaction. Freshworks’ best feature is its customer support team, which makes it perfect for tax professionals who need help keeping track of their clients. The app can be used on any device including mobile phones and tablets, making it great if you want to manage your business while on the go. It integrates with other apps like MailChimp so that you can easily send email campaigns to your customers without having to learn anything new!

Vtiger CRM

Vtiger CRM is a great option for tax professionals because it has a lot of features that are useful for tax preparation. Tax professionals can import their client files from other programs and use Vtiger’s built-in templates to help them get started organizing the data. The company also has a wide range of reports, allowing you to see all the information you need in one place.

Salesforce CRM

Salesforce CRM is a powerful and flexible cloud-based platform that helps businesses to manage their sales, service, marketing and commerce activities. It can be accessed from anywhere, on any device. The most notable features of Salesforce are:

  • A visual interface that provides access to all data in real-time, using a single view of information.
  • Customizable workflows to automate tasks and processes within an organization.
  • A variety of apps available through the AppExchange Marketplace (more than 1 million apps), including Chatter – an internal social network for collaboration among employees across the globe within an organization (at no additional cost).

best crm for accounting firms

An accounting Customer Relationship Management (CRM) platform is software that helps accountants, tax professionals, and bookkeepers manage both client data and relationships. While around 62% of accounting firms use a CRM system, only fewer than 5% of them use it regularly. While many CRM platforms are great for data organization, a lot of them are lacking in the “R,” or relationships, aspect. 

It’s important to know the difference between the two: A CMS is a tool/app/solution that lets you easily save and later find contact information such as names, numbers, and e-mail addresses. Whereas a CRM is a comprehensive software solution for managing customer interactions.

As a Chartered Professional Accountant (CPA) or bookkeeper, caring about your relationships is a major priority. Without them, you don’t have a business or clients. CPAs need a multifunctional CRM system to nurture and monitor client relations. But too many CRMs are built for product businesses rather than service businesses, they tend to not focus on nurturing your relationships with your clients. 

It’s important to choose a CRM that makes sense for accountants. By leveraging CRM software, you can manage retainers with ease, share information more securely, and more.

So which CRM database options are best for accountants? A lot of it will depend on what CRM tools are available on the platform you choose, and some will come down to personal preference. Below are five options that take CRM for accountants to the next level. 

A system to boost productivity and profitability. Accelo helps small and medium-sized professional service businesses by providing the tools and resources they need to manage their clients. The integrated platform runs in the cloud, helping to manage sales, quotes, projects, tickets, retainers, timesheets, billing, and scheduling all from one place. 

Accelo is more than just a customer management database. It allows you to streamline your processes all in one place. The CRM platform is divided into four sections:

With Accelo, you’ll be able to maintain longtime client relationships while nurturing prospective customers. This will help you stay competitive in your market and provide insight into your operations so you can spend less time working on the back-end aspect of the business and more time doing the actual work with your clients to boost your bottom line.

The biggest benefit of Accelo is being able to run your entire business from prospect to payment with greater efficiency and profitability. 

Susie Schade, CEO of Vector Business Solutions, uses Accelo for all her accounting business’ needs. She says it “covers a broad set of features that are 100% tightly integrated. I can see what’s going on with a client, their prospective work, and what’s actually been done all in one place.” Accelo even saved her business 200+ hours per year. 

Easily integrates with top platforms. Insightly provides CRM software to more than 25,000 companies worldwide across a range of industries including consulting, professional services, nonprofits, media and advertising, and more. Insightly aims to help you go beyond sales to better connect with your customers and align your teams using their CRM platform. 

Insightly automates your CRM processes so that you can focus on the important work. With Insightly, a single action in their CRM triggers a cascade of other actions. Data gets updated, tasks get delegated, emails get sent, and businesses know what to do next. Each step is automated and updated so that your entire team knows what to do, integrating it all in one place.

Rita Ward, Overseer of Outbound Telesales with 4over, LLC, believes that since implementing Insightly, they’ve “experienced greater efficiency and improved record keeping.”

An all-in-one CRM, sales and marketing automation software. Keap, formerly Infusionsoft, helps businesses with CRM, sales, and marketing automation in an all-in-one package. There are three options to choose from. One of their main selling points is that you won’t ever forget to follow-up with leads and clients. 

Keap is ideal for growing service-based businesses in the home, professional, and personal services sectors that are actively working to acquire new leads, want to track and manage them in one place, and will be invoicing clients. 

One reviewer who works in Legal Services shared that Keap is very helpful for keeping track of contacts and clients. “I appreciate the tasks to keep us on track with getting in touch with contacts.”

A pipeline management tool. Hubspot CRM is one of the starter CRM services that lets you get going for free. It allows your team to serve your customers with less work and remove any friction from the process. You’ll get all the tools you need to increase leads, accelerate sales, and streamline your customer service as a tax professional.

With Hubspot, you’ll get:

Hubspot does have many more services available, but prices can get costly, with certain features and plans being over $800 a month. You’ll only get all-in-one service if you pay for it, but their CRM is pretty nice on its own.

Leah Lawrence, Corporate Sales Manager for FoodJets, says she loves “how simple, yet very efficient Hubspot CRM is,” and that it’s “been a huge benefit to both my sales team and our reporting.”

Smart online accounting software. Zoho is a complete end-to-end and fully customizable CRM platform for growing businesses, including accounting. They work with over 150,000 businesses worldwide to grow their revenue by converting leads and engaging customers. 

The ability to stay ahead of the game using their multiple tools is helpful for businesses, as is being able to keep every form of communication, including your internal communication, all in one place. 

K.C Watson, Sherpa Digital Media founder, said that his company “experienced a 65% increase in its sales pipeline” and managed to reduce their “lead to real prospect time by 60%” using Zoho.

CRM tools are crucial to your marketing strategy. Without a CRM, you’re likely drowning in sticky notes covered in scribbled customer data, random business cards that you can’t remember who gave them to you, and a haphazard way of building your customer relationships and moving them through the pipeline. 

CRM software is the solution. It creates a central location to collect all your customer data so that you can see where they are in their journey with you and nurture them at any stage. In fact, anyone in your company can, which is vital in getting everyone on the same page in order to deliver the best customer service.

software for accountants and tax practitioners

Take a look at the top best accounting software for accountants based on accounting features, reporting capabilities, and exclusive interviews with real accountants.

As an accountant, CPA, or bookkeeper, you need a few tools to do your job effectively. One of the most important tools is good accounting software. With so many options available, how do you choose the best software for your business? Which software can you recommend to your clients? What is the best accounting software for accountants?

Whether you’re looking for software that can manage multiple businesses, need software recommendations for your clients, or want to find a new option for managing your own firm’s financials, we have you covered. In this post, we’re taking a look at the five best accounting software choices for accountants. We’ve talked to real accountants, CPAs, and other experienced professionals to learn what software they’re using and what they recommend to their clients. We’ll also discuss additional apps and software that can be useful in your daily operations.

Read more below to learn why we chose these options.

The 5 Best Accounting Software For Accountants

Accountants need accounting software too. Here are the best accounting software options for accountants that can keep up with complex accounting, advanced reporting, strong security, and the mobility to keep up with accountants in the modern business age.

1. QuickBooks Online: Best Accounting Software For Accountants Overall

QuickBooks Online is best for accountants who have a clientele of small business owners. The software is easy for clients to use, and there is an accountant discount.

This cloud-based software has over 3 million users — and for good reason. Not only is it easier to learn than the desktop versions of QuickBooks, but it offers a ton of great features for accountants and non-accountants alike.

Numerous integrations, advanced reporting, strong mobile apps, and even built-in lending are among the positive aspects of this popular accounting software. As with other QuickBooks products, customer support is a bit lacking, although it isn’t as bad as it has been in the past. Some users also find QuickBooks Online underwhelming, especially when compared to desktop versions. However, QuickBooks Online is still one of the most popular choices in accounting software and is even recommended by many accountants and financial experts.

QuickBooks Online Pricing

QuickBooks Online offers several pricing tiers. Prices range from $25-$180/month, and the bigger the plan, the more features and users you have access to.

QuickBooks Online also has several add-ons for an additional fee. Payroll, payment processing, Live Bookkeeping, and custom invoice templates are all available to add to your QuickBooks Online subscription.

QuickBooks Online Features

QuickBooks Online has everything accounting firms and small businesses need to maintain their finances. One thing to note is that some of the more advanced features are only available with select plans. Some of the features you’ll find in this software are:

Would QuickBooks Online Work For My Business?

Accountants and other professionals that like the features of QuickBooks but want more convenient access will appreciate the mobility of QuickBooks Online. Because it’s easy to use and learn, this is also an option to consider when recommending accounting software to clients.

Why Accountants Like QuickBooks Online

Here’s what real accountants have to say about why they chose QuickBooks Online:

I work almost exclusively with Quickbooks Online. Most of my clients enjoy the integration with online banking and other software such as Gusto and Avalara for payroll and sales tax compliance. It’s user-friendly for the casual user but has the capability to manage complicated accounting tasks and tax calculations. I use it for my own business bookkeeping, plus the QuickBooks Online Accountant version has additional CRM capabilities to help delegate tasks, set deadlines, and reminders to keep up to date with my clients’ needs. – Ben Watson, CPA, Virtual CFO of DollarSprout

We recommend QuickBooks Online most frequently to small businesses for their bookkeeping needs. From our experience, it is certainly the most user-friendly for small business owners to understand, and it provides accountants with a platform that allows us to review detailed transactions and provides for a large range of financial reporting options, including budgeting. We also use QuickBooks online for our firm’s bookkeeping solution. Again, it allows for flexible reporting options and has a useful budgeting tool to set benchmarks for future performance. – Robert Gauvreau, CPA, Partner of Gauvreau & Associates

I find QuickBooks Online to be the easiest to work with as clients can add me as an accountant which provides online access to their file. This allows me to work remotely and address any issues in real-time. – Ronika Khanna, President of Montreal Financial

The software that I most often recommend is QuickBooks Online. What is great about this system is that it allows us to act as an in-house accounting department for our clients. For example, if a client has something that urgently needs to be done, we can simply log in to QuickBooks Online, go to their company’s books and do what needs to be done, remotely. – Jeff Peterson, President of Excel Financial Consultants

For brand new businesses, it’s tough to go wrong with QuickBooks Online (QBO). As long as the business bank and credit card accounts are set up correctly, QBO makes it incredibly easy to stay on top of the books. – Logan Allec, CPA and owner of personal finance site Money Done Right

2. QuickBooks Pro: Best Traditional Accounting Software For Accountants

QuickBooks Pro is the best locally-installed accounting software with traditional accounting features and ample reporting to help accountants balance the books.

For some users, one of the major drawbacks of QuickBooks Pro is that the sheer number of features and the steep learning curve can be overwhelming. However, for the experienced user, the numerous features and integrations of this accounting software are what’s so appealing.

QuickBooks Pro is full-fledged accounting software that’s ideal for small to mid-sized businesses. Lots of features, over 200 integrations, and strong reporting are among the reasons this software remains a top choice for accountants, CPAs, bookkeepers, and other professionals. QuickBooks Pro has an overall good reputation among its customers, although expensive pricing and customer service that leave a lot to be desired are common complaints about the software.

QuickBooks Pro Pricing

QuickBooks Pro is now a subscription service priced at $349.99/year, although Intuit routinely runs promotions and sales throughout the year, which could bring that price down. You’ll receive automatic backup and recovery and automatic updates at no additional cost, along with free unlimited phone support. You can also add payroll for an additional $500/year.

QuickBooks Pro Features

QuickBooks Pro has such a large number of features that we could spend hours discussing what the software has to offer. Some of the most notable features of the software include:

Would QuickBooks Pro Work For My Business?

Experienced accountants, bookkeepers, and CPAs will find all the features they need in QuickBooks Pro. While add-ons can drive up the price and less-experienced users may find it difficult to use, the abundance of features and integrations make QuickBooks Pro a top choice among financial professionals.

Why Accountants Like QuickBooks Desktop Pro

Here’s what real accountants have to say about why they chose QuickBooks Pro:

The best accounting software for small business is Intuit QuickBooks. They do all the things you’d expect your accounting software to do (track expenses, credits, receipts, projections, etc). But it’s how that data gets into QuickBooks that makes it special. It features integration with PayPal, Square, and Shopify so, as you get paid by customers, those transactions are automatically added, categorized, and accounted for in the metrics (that are generated by QuickBooks). – Jason David, CEO of Software Portal

The first thing that’s great about QuickBooks is that it connects your accounts to automatically download transactions from your bank, credit cards, PayPal, and Square. This saves you a lot of time of having to input all of your information manually. QuickBooks also automatically suggests tax categories for income and expenses based on what you did last time, and you can set up rules for recurring items, which helps to stay organized throughout the entire process. – David DiNardo, President & CEO of Envolta

3. QuickBooks Premier: Best Accounting Software For Accountants With Niche Clients

Because QuickBooks Premier offers several industry-specific plans, QuickBooks Premier is best for accountants with niche clients that have specific feature and reporting needs (construction, manufacturing, nonprofits, etc.). QuickBooks Premier also has an accountant-specific version.

QuickBooks Premier is locally-installed accounting software that boasts strong features, numerous integrations, and excellent tax support. Users can opt for the Standard version or choose one of six industry-specific versions, including Accountant. This software supports up to five users. Customer support for the software is decent and phone support no longer costs extra, but there is still no email support.

Similar to QuickBooks Pro, QuickBooks Premier has a steep learning curve, although there shouldn’t be many challenges for experienced accountants. A complicated (and expensive) pricing structure is also a drawback. Despite these flaws, however, there are plenty of positive user reviews of QuickBooks Premier from accountants, CPAs, and small business owners.

QuickBooks Premier Pricing

QuickBooks Premier is priced at $549.99/year. This product offers annual updates, backups, and tech support at no additional cost. Additional add-ons for QuickBooks Premier include payroll, which starts at another $500/month.

QuickBooks Premier Features

Like other QuickBooks products, QuickBooks Premier is packed full of accounting features, including:

Would QuickBooks Premier Work For My Business?

When compared to other accounting software, QuickBooks Premier is priced on the higher end, but many accountants will find value in its industry-specific features. Numerous reports and integrations, support for up to five users, and positive reviews from its users make it easy to see why this is one of our top options for accounting software.

4. Xero: Best Cloud-Based Reporting & Accounting Features

For cloud-based software, Xero offers customizable reporting and advanced accounting features that are almost on par with QuickBooks Desktop. Xero is a great choice for those that want traditional accounting with the modern conveniences of online accounting software.

If the user limitations of QuickBooks Pro have you searching for another accounting software option, look no further than Xero. Xero is designed for mid-to-large-sized businesses and supports unlimited users. The software’s robust features and abundant integrations (over 800!) are just a few reasons Xero is used by over two million users and over 16,000 accounting firms.

Xero Pricing

Xero offers three pricing plans. The Early plan is priced at $12/month. The downside of this affordable plan is its limitations. Users are restricted to five invoices and quotes, five bills, and reconciliation for 20 transactions each month.

The Growing plan costs $34/month. This plan gives you access to unlimited invoices, quotes, and bills. Reconciliation for bank transactions is also unlimited.

The Established plan is Xero’s top-tier plan and is priced at $65/month. In addition to everything from the Growing plan, the Established plan includes multicurrency support, advanced expense tracking, and project management tools.

Xero no longer offers its own payroll service and instead directs users to Gusto. Gusto’s payroll services start at $39/month plus $6/month per employee.

Xero Features

Xero is loaded with strong accounting features, such as:

Would Xero Work For My Business?

If you’re looking for cloud-based software with strong accounting features, numerous integrations, unlimited users, and an easy-to-use interface, Xero is a solid choice. However, if quality customer support is high on your list of “must-haves,” you may find that Xero falls a little short.

Why Accountants Like Xero

Here’s what real accountants have to say about why they chose QuickBooks Pro:

I’m a big fan of Xero and I always recommend it to small business owners. In my experience, an accounting novice has an easier time picking up and correctly using Xero than other cloud accounting software. – Michael Eckstein, EA, Owner of Eckstein Advisory and Eckstein Tax Services

I recommend Xero as it’s an online-based accounting system that helps automate many manual and tedious parts of the accounting process. – Ryan Lazanis, CPA, Future Firm

Xero is the best medium business software on the market. It gives us direct feedback from banks, software applications, and all other of our financial institutions to let us know exactly where our finances stand. It also allows to track each employee to see who is spending what — if any issues are raised, we are alerted immediately. – Gene Caballero, Co-Founder of GreenPal

Xero does not start tacking on extra fees and costs after a few months. If a client has more complex needs, there are add-ons that can be purchased. None of my clients have needed to add anything yet, so their costs remain constant. – Beth Logan, EA, Kozlog Tax Advisers

5. Sage 50cloud: Most Customizable Accounting Software For Accountants

Sage 50cloud offers advanced features and accounting reports that make it ideal for accountants that want a strong level of detail and control for their own books or clients with complicated accounting needs. Sage 50cloud is full-featured accounting software that’s been popular since its launch in the 1980s. Its name has changed throughout the years, but one thing has remained constant: Sage 50cloud is traditional accounting software that offers an abundance of features and customization options.

The features and customization of Sage 50cloud come at a cost, though, specifically, a steep learning curve that makes it unsuited for users new to accounting. An outdated user interface and poor customer support further add to the difficulty of navigating this software. However, accountants or users with extensive accounting experience will appreciate the advanced features Sage 50cloud offers.

Sage 50cloud Pricing

Sage 50cloud has several pricing plans available to best fit the needs of your business. The Pro Accounting plan offers accounting features for a single user at a price of $56.08/month. This plan is best for very small businesses or sole proprietors.

The Premium Accounting plan offers additional features and supports up to five users. Pricing starts at $87.58/month.

Finally, Sage 50cloud offers the Quantum Accounting plan. This software supports up to 40 users and includes industry-specific accounting features. Pricing starts at $145.17/month.

Keep in mind that there are also promotions that can help bring down initial costs. There are a number of add-ons available for an additional fee. This includes payroll services, Microsoft Office 365, a payment management system, and other business tools.

crm and accounting for small business

Customer Relationship Management applications are popular business tools because organizations are instantly able to visualize and organize their customer data in one place. By combining your CRM and accounting software, you can further maximize your business efficiency and productivity.

Is your company still using spreadsheets for accounting?Download 12 Reasons You Should Stop Using Spreadsheets for Financial Reporting

All of your customer information should be instantly available in your CRM software, and simultaneously using data taken from your accounting software.

Today, integration is essential. Combining CRM software and accounting software improves the service you provide, helps your employees do a great job, and helps your business be more profitable.

FinancialForce CRM accounting software is a comprehensive, all-inclusive financial application built natively on the Salesforce platform. The two applications form a complete, end-to-end CRM to accounting software solution all in the Salesforce environment.

This end-to-end CRM accounting software solution is the perfect business software platform for sales and service oriented companies seeking to not just grow, but to do so efficiently and profitably. Unlike software applications built from past technologies, this complete solution is designed for modern organizations that operate and compete as a team.

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