CRM for Accountants: Track Every Prospect, Referral and Engagement
Accounting and bookkeeping firms run on recurring relationships, and work goes quiet between filing deadlines. KudosCRM tracks every prospect, referral source and client from the first inquiry through onboarding.
14-day free trial of Professional, no credit card required.
Brightline Bakery · Small Business Tax
Stage: Engagement Sent
Inquiry form submitted
Lead created, routed to D. Park
Discovery call booked
From the booking link
Referral source tagged
Delgado Insurance Agency
Engagement quote sent
Tax prep and bookkeeping · v2
Follow-up task due
Call to confirm the engagement
What Is a CRM for Accounting Firms?
A CRM for accounting firms, also called accounting CRM software, tracks prospects, referral sources and clients in one place, and records every call, email and task along the way. In KudosCRM each inquiry becomes a lead, a signed engagement becomes a won deal, and the history stays on one record. It does not file returns or keep the books.
Stage 1
Inquiry
Stage 2
Discovery Call
Stage 3
Engagement Sent
Stage 4
Onboarding
Stage 5
Active Client
How Does an Accounting Firm Onboard a New Client in KudosCRM?
Onboarding should not be a manual checklist. These four steps take an inquiry from a web form to a project with tasks, with an owner on every record.
Capture the Inquiry
Publish an inquiry form on your site. Every submission lands in an inbox and creates a lead.
FormsBook the Discovery Call
Share a booking link so the prospect picks a time, and the meeting lands on the record.
MeetingsSend the Engagement Quote
Build the quote from your service catalog and track it to Accepted before you start work.
QuotesOnboard With a Project
Create a project from the won deal and add tasks from a template, so every client starts the same way.
ProjectsWhy Do Clients Go Quiet Between Filing Seasons?
Contact peaks at deadlines and fades after. Here is how KudosCRM covers the three gaps accounting firms report most.
The Problem
Client work spikes at deadlines and relationships go quiet the rest of the year
How KudosCRM Helps
Enroll prospects who are not ready in a sequence, and use a reusable check-in task template so every client gets the same touchpoints. Book mid-year planning calls from a booking link.
The Problem
New-client onboarding is a manual checklist
How KudosCRM Helps
Create a project from the won deal. Add tasks from a template that carries its own custom fields and default subtasks, so onboarding looks the same for every client.
The Problem
Referrals from clients and partners go untracked
How KudosCRM Helps
Tag each referring client or partner, see won and open revenue per source, and watch the Stale badge for sources with open work and no recent activity.
Companies
Tag: Referral PartnerIllustrativeKeep Referral Sources Close Without a Spreadsheet
Tag every referring firm, accountant or past client, and see the revenue they sent next to what is still open.
One shared tag library
Tag contacts, deals and leads with the same Referral Partner tag.
Won versus open revenue
Each company row rolls up revenue from work you won and work still open.
Stale badges
A badge flags accounts with open deals and no activity for 30 days or more.
Let Staff See Only the Client Records They Need
Group tax, bookkeeping and advisory staff into teams, set what each role can do, and add overrides only when one person needs an exception.
Teams for service lines
Group tax, bookkeeping and advisory staff into teams and assign owners to each.
A permission matrix per role
Set what each role can do. The server enforces it, and the interface hides the rest.
An audit log of changes
Filter by person, expand a row for the before and after, and export the log to CSV.
Need certifications or hosting details? See the Trust Center.
Send an Engagement Quote and Track It to Acceptance
List your services as products, build the engagement quote from them, and version it as the client negotiates.
Services as products
Add return prep, bookkeeping and advisory work once, with price books if fees differ by client type.
Discount rules
Set limits on what staff can discount, so every quote starts from the right fee.
Quote to order
Track the quote to Accepted, then convert it into an order without retyping.
Services Catalog
IllustrativeIndividual tax return
Tax preparation
Small business tax return
Tax preparation
Monthly bookkeeping
Bookkeeping
Advisory session
Advisory
Keep Prospects and Clients Warm Between Seasons
Follow up with prospects who are not ready yet, and give every client the same check-ins all year.
Sequences for Prospects
Enroll prospects who are not ready in a multi-step email sequence with delays between steps.
Explore Email SequencesCheck-In Task Templates
Save a check-in as a task template with default subtasks, then reuse it for every client.
Explore TasksBooking Links for Planning Calls
Share a link so clients book a mid-year planning call, and the meeting lands on their record.
Explore MeetingsPricing
What Does KudosCRM Cost for an Accounting Firm?
Per seat, published, with a 14-day Professional trial and no card. Solo practitioners and small firms start on Basic. Firms that need unlimited pipelines and priority support choose Professional.
Free
Solo accountants
$0 forever
Up to 3 seats, no card
- 3 seats and 1,000 contacts
- 1 pipeline, 10 custom fields
- 50 Kudos AI messages a month
- Community support
Basic
Small firms
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats, 25,000 records
- 3 pipelines, 50 custom fields
- 1,000 automation runs a month
- Email support in 24–48 hours
Professional
Growing firms
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 records, unlimited custom fields
- 25,000 automation runs, 2,000 AI messages per seat
- Priority support within 8 hours
Enterprise
Multi-office firms
$49 /seat/mo
Billed yearly · $59 monthly
- Unlimited records
- 250,000+ automation runs
- Highest AI allowance, bring your own key
- Dedicated success manager and SLA
Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat. Compare every plan →
CRM for Every Kind of Accounting Practice
Services differ, but every firm needs the same thing: no inquiry left unanswered and every client remembered all year.
Integrations
Works with the Tools You Already Use
Connect Outlook so client email lands on the right record, Zoom for discovery calls, and Slack for alerts. Chatra brings website chat into the same CRM.
See All Integrations
FAQ
Frequently Asked Questions
Start free today
Stay in Touch With Clients Long After Tax Day
Add an inquiry form, route it to a partner, and give every client the same onboarding checklist.