Complete client profiles
Track service history, key contacts, documents, and every conversation in one place.
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"Nutshell er både enkel og kraftfuld
Get up and running fast with an all-in-one platform built for accounting professionals. Manage clients, automate follow-ups, track new business, and keep sensitive data secure—all in one simple platform.
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Track service history, key contacts, documents, and every conversation in one place.
Monitor client retention, team workload, and revenue trends with real-time dashboards.
Track every prospect from first inquiry to signed engagement letter.
Every client email and meeting auto-logged. No manual entry, ever.
Every client your firm works with has a history — past engagements, key contacts, documents exchanged, and dozens of emails and calls. Nutshell brings all of it together in one complete client profile so your team always has the context they need.
When a partner steps in to cover for a colleague or a long-term client calls with a question, your team sees the full picture instantly — no digging through inboxes, no “let me check with so-and-so.” That’s the kind of seamless service that turns one-year clients into decade-long relationships.
Every minute your accountants spend on manual follow-ups, data entry, and chasing document requests is a minute they’re not billing. Nutshell’s automation handles the repetitive work so your team can stay focused on the work that actually generates revenue.
Set up automated email sequences that trigger when a prospect goes quiet. Send deadline reminders to clients without lifting a finger. Let AI log your calls and summarize your meetings automatically. Your CRM does the busywork — your team does the accounting.
Most accounting firms lose new business not because they’re not good enough—but because a lead went cold while everyone was buried in client work. Nutshell’s visual pipeline keeps every prospect organized from first inquiry to signed engagement letter, even during your busiest seasons.
Use web forms to capture leads from your website automatically. Route new inquiries to the right team member instantly. Then track every opportunity through your pipeline so no potential client slips away while you’re heads-down during tax season.
Your clients trust you with their most sensitive financial information. Nutshell takes that responsibility seriously — with enterprise-grade security features that meet the standards accounting firms require.
Role-based permissions mean team members only see what they need to see. The audit log captures every change made in your CRM, giving you a clear record of who accessed or updated client data and when. And with SOC 2 compliance and 256-bit encryption, your client data is protected around the clock.
Prøv Nutshell gratis i 14 dage, eller lad os vise dig rundt, før du kaster dig ud i det.
🎉 No credit card required!
Yes. Nutshell uses bank-grade 256-bit TLS 1.2 encryption for all data in transit and at rest. We’re PCI-compliant for financial information and passed a Cloud Application Security Assessment (CASA) by the App Defense Alliance. Your client data stays protected 24/7.
Absolutely. Nutshell supports automatic imports from 25+ CRMs including Salesforce, HubSpot, Zoho, and Pipedrive. We partner with Import2 to handle the migration, starting with a sample import to verify everything’s correct before your full data transfer.
Most firms get selling-ready in days. Email sync and basic pipeline setup take hours. You can customize gradually as your team gets comfortable. We offer free white glove onboarding to handle data migration and setup, or self-onboard at your own pace.
Nutshell automates follow-ups, tracks project milestones, and forecasts workload trends. Task automation sends deadline reminders, team collaboration keeps everyone aligned, and reporting shows client service performance. You’ll stay organized when deadlines pile up.
Nutshell centralizes all client conversations, files, and requests in one place so nothing gets lost. Automated reminders keep clients on track with document deadlines, team members see all interactions instantly, and you reduce time chasing clients for missing information—freeing your team to focus on billable work.
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
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