CRM & Sales Pipelines
Track leads, manage deals, automate follow-ups, and convert prospects into clients with visual pipelines, automated tasks, and conversion analytics - built for accounting firms that grow.
Visual Deal Pipeline
Drag-and-drop leads through stages - see exactly where every prospect stands
Sales Automation
Never let a lead slip through the cracks with automated workflows and smart triggers
Distribute new leads to staff based on round-robin, territory, or custom rules
Send personalized email sequences when leads enter specific pipeline stages
Auto-create tasks for staff when deals move to certain stages or time thresholds
Move deals automatically based on actions: proposal sent, call logged, meeting scheduled
Get alerts when high-value leads show engagement or stall in pipeline stages
Track conversion rates by stage, source, staff member, and service type
Convert More Leads with CRM
Track prospects, automate follow-ups, and grow your firm with intelligent pipelines
More in Clients & CRM.
Client Portal
Give clients 24/7 access to documents, tasks, organizers, signatures, invoices, and messages - all in a secure, branded portal that elevates your firm's professional image.
Learn more ›Client Self-Registration
Let Clients Create Their Own Portal Account. Clients sign up on your branded portal, verify their email and complete onboarding, with no manual invitation for every client.
Learn more ›CRM & Client Management
A purpose-built CRM for accounting firms with unified account numbers, household linking, business entity profiles, deal pipelines, and complete activity tracking.
Learn more ›See CRM & Sales Pipelines in your firm.
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