CRM for Accountants
Manage client engagements, deadlines, and documents in one place
An accounting CRM tracks client contact details, engagement types, filing deadlines, meeting history, and document status. SchedulingKit includes CRM alongside scheduling, automated reminders, and payment processing for accounting firms and solo practitioners.
Accountants manage deadline-driven client relationships. Tax season, quarterly filings, and year-end planning create predictable but high-volume scheduling demands. A CRM built into your scheduling system ensures every client engagement is tracked, deadlines are visible, and follow-ups happen on time — without the overhead of enterprise practice management software.
Client Management Challenges for Accountants
Client engagement details spread across email, spreadsheets, and calendar
Filing deadlines tracked manually with risk of missed dates
No centralized view of which clients need what this month
Follow-up on document requests requires manual tracking
Seasonal scheduling chaos during tax season
No record of advisory meeting topics across years
How SchedulingKit CRM Helps Accountants
Client profiles with engagement type, filing schedule, and meeting history
Deadline tracking with automated reminders for upcoming filings
Full meeting history with notes for year-over-year continuity
Document request tracking per client engagement
Self-scheduling for tax prep appointments reduces phone volume
Revenue tracking per client and engagement type
CRM Features for Accountants
Client Profiles
Entity type, engagement scope, filing schedule, and key contacts per client.
Deadline Tracking
Flag upcoming filing deadlines and send proactive reminders to clients.
Meeting History
Log every advisory meeting, planning session, and review with notes and action items.
Document Management
Track requested, received, and outstanding documents per engagement.
Engagement Tracking
Categorize clients by engagement type: tax prep, bookkeeping, advisory, audit.
Seasonal Scheduling
Manage high-volume tax season appointments with capacity controls.
Popular CRM Use Cases for Accountants
Also Included with SchedulingKit
Frequently Asked Questions
Can I track filing deadlines per client?
Yes. Each client profile includes their filing schedule. SchedulingKit sends automated reminders ahead of deadlines so you and your clients stay ahead.
Does it handle seasonal scheduling volume?
Yes. During tax season, set capacity limits per day, offer specific appointment types (tax prep, document drop-off), and manage your workload through the scheduling dashboard.
Can I see meeting notes from previous years?
Yes. The client timeline preserves every meeting, note, and document interaction. Before an annual review, you can review everything discussed in the prior year.
Further Reading
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