CRM For Bookkeepers

Customer relationship management (CRM) software for bookkeepers helps centralize client information, streamline communication, and automate routine tasks. It enables bookkeepers to manage client interactions more efficiently, collaborate with team members, and focus on delivering better services. 

Features to expect in a CRM for bookkeepers: 

Client Management Dashboard 

Most CRMs come with a dashboard that centralizes client information, communication history, documents, and deadlines. This helps bookkeepers easily manage all their daily tasks without needing to switch platforms or tabs. 

Workflow Automation 

Automation tools help users streamline their workflows, such as onboarding new clients, creating invoices, and data collection. This saves a lot of time, allowing bookkeepers to focus more on client engagement. 

Secure Document Sharing 

Bookkeepers need a secure platform to collect, store, and organize sensitive client data. Most CRMs offer encrypted document storage and sharing, allowing users to safely upload files such as receipts and financial statements without concerns about data breaches. 

Client Pipeline Management 

CRMs for bookkeeping offer tools to create custom client pipelines. Users can build workflows specific to each stage of the client journey, from lead tracking to providing regular bookkeeping services. 

Consider the following factors when choosing a CRM for your bookkeeping needs: 

Look For Industry-Specific Features 

Selecting a solution with industry-specific features will help you better integrate it into your workflows. It will also equip you with specialized tools designed to address your business's unique needs and requirements. 

Prioritize Ease-Of-Use 

The main goal of a CRM is to make performing daily tasks more convenient, and it won’t be possible with a platform that has a complex interface. Try selecting software that is easy to use and won’t take weeks to implement. 

Check For Integration Capabilities 

Make sure the CRM you are choosing connects seamlessly with your existing tech stack. Some common and helpful integrations could be with QuickBooks, Google Workspace, and some popular email platforms. 

Ensure Security And Compliance 

Don’t compromise on data security and compliance. Look for software that is General Data Protection Regulation (GDPR) and SOC 2 compliant. Selecting a secure platform will help you avoid legal claims and penalties. 

Evaluate Pricing And Scalability 

Ensure the CRM's pricing model is something you can work with in the long term. Apart from the base price, assess the offered plans and billing options to ensure the pricing structure aligns with your cash flow and future expansion goals. 

• Time Savings: One of the biggest benefits of implementing a CRM is time savings. It can help you simplify and speed up client engagement tasks that are not possible otherwise 
• Increased Client Retention: With more time, users can focus on fulfilling client requests 
• Better Organization: Centralized client data and communication help users organize everything and make processes smoother 
• Scalability: It helps manage more clients without compromising on the quality of bookkeeping services, making it possible to scale operations 
• Enhanced Client Communication: Bookkeeping software allows users to communicate with clients easily through multiple channels, including messages, emails, phone, and more 

Below are highlights of some bookkeeping software solutions for specific use cases and industries: 

• Realtyzam: Specifically designed for the real estate industry, Realtyzam allows users to simplify commission tracking, expenses, and manage client communication. 
• Jobber: It offers invoicing and client engagement features for businesses offering services like landscaping, cleaning, remodeling, and repairs  
• TaxDome: A CRM for tax professionals that streamlines client engagement and tax management with tools like e-signatures, client portals, and built-in document storage 
• Cilo Manage: It’s a legal bookkeeping software that also offers billing tools, allowing bookkeepers to maintain trust and manage legal client records 
• QuickBooks: A popular bookkeeping software that comes with reliable and comprehensive tools for managing client engagement