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The Best CRM for Accounting Firms

Your accounting firm excels at managing client financials and bookkeeping. However, you may face challenges in managing client relationships, tracking progress and deadlines, and coordinating team communication effectively.

What you need is a CRM like Nutshell—designed to be simple, efficient, and tailored to the fast-paced, detail-oriented demands of your work.

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How CRM software helps accounting firms

Accounting firms rely on accuracy, tight deadlines, and strong client relationships. Given the complexity of managing multiple clients, tax deadlines, audit schedules, and financials, having a CRM system in place is crucial to staying organized and on top of daily tasks, ensuring nothing falls through the cracks.

A CRM for accounting firms is more than a platform for customer management. It enables you to automate time-intensive tasks, track project milestones, understand client data, and maintain long-term relationships with your clients.

Here are some key benefits of using a CRM for your business:

Key features to look for in an accounting CRM

The right CRM for accountants can streamline your operations, enhance client relationships, and automate routine tasks. This enables your firm to deliver great service, frees up time for accountants to focus on high-priority client work, and improves workflow efficiency.

Nutshell offers a variety of features designed to support your accounting firm, including task automation, data-driven insights, and more.

Here’s how Nutshell can benefit your accounting firm:

Contact management streamlines client information for tailored service

Uma captura de tela de um lead chamado Newing Industries Inc. em Nutshell CRM

Centralize and organize client information, such as contact details, communication records and financial history. Nutshell enables accountants to save time and easily access customer information. This streamlined approach helps you provide more personalized service, enhancing client satisfaction and fostering stronger relationships.

With Nutshell’s user-friendly content management solution, you can:

  • Effortlessly upload and organize client information from your desktop or mobile device
  • Reduzir a entrada manual de dados
  • Access all past and current client interactions in one centralized location
  • Review your team’s engagements with clients

Email and calendar sync improves communication and scheduling efficiency

uma captura de tela de uma página da Web que diz qualificar

The email and calendar sync features in Nutshell enhance client communication and improve time management. Displaying real-time calendar availability helps prevent double-booking. Moreover, calendar sync ensures that meetings, deadlines, and follow-ups are efficiently organized, reducing the risk of missing important dates.

With Nutshell’s email and calendar sync features, you can:

  • Envie e receba e-mails sem sair de seu CRM
  • Track email conversations in contact timelines and view analytics of emails sent from Nutshell.
  • Melhore a colaboração compartilhando e-mails com sua equipe
  • Sync your Google, Microsoft, or other calendar account to stay on top of your appointments.

Team collaboration to boost communication and efficiency

nutshell-Automação de gotejamento de e-mail

Team collaboration features are important in a CRM for accountants as they enhance communication, streamline workflows, improve accuracy, and ensure efficient client service and accountability.

With Nutshell’s team collaboration and communication features, you can:

  • Store the team’s communication in Nutshell’s CRM and tag colleagues where you need their input
  • Collaborate with your team anywhere you go via the mobile app
  • Easily transition tasks between team members, ensuring seamless client service
  • Share and track client communication in real time for better team coordination

Reporting and analytics to provide insights for decision-making

Uma captura de tela de um relatório de vendas mostrando um gráfico de barras empilhadas

In an accounting firm, the reporting and analytics feature in a CRM is essential for decision-making as it delivers data-driven insights that enable informed and strategic choices. It can track client retention and satisfaction, measure task completion rates, monitor tax and filing deadlines, analyze client churn, and more.

With Nutshell’s powerful reporting and analytics features, you can:

  • Monitor and compare client service performance against previous periods.
  • Evaluate team members and project performance to identify strengths and areas for growth.
  • Forecast workload and tax season trends to plan resources accordingly.
  • Present data professionally with Nutshell’s downloadable, presentation-ready report charts.
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Nutshell é o melhor custo-benefício. A versatilidade e a funcionalidade fazem dele um produto muito fácil e poderoso de usar.

Mark M. Southwestern Scale Co.

Já usei o Act, o Goldmine e o Salesforce no passado e descobri que o Nutshell foi o mais fácil de começar a usar e de configurar campos personalizados. Eu recomendaria o Nutshell a outras pessoas que estejam interessadas em um CRM fácil de aprender e navegar.

Craig C. Thermal-Tec

Saímos da Hubspot para a Nutshell porque a Hubspot era muito complexa. A Nutshell faz software para humanos.

Daniel H. EOS

Quando estávamos avaliando os CRMs, o único fator decisivo entre o Nutshell e o Salesforce se resumia ao tempo de ativação e ao preço. O Nutshell venceu em ambos os quesitos (por uma margem enorme). O Salesforce custava 10 vezes mais por mês para o que queríamos.

Jason C. Arrow Container Corp

Obtenha mais de seu CRM com as integrações

Relevant CRM integrations are key for the growth of your accounting firm. By linking your CRM with the accounting software you already use, you can gain valuable insights and boost efficiency.

Automating invoicing, tracking financial transactions, and accessing up-to-date client information all in one place will help reduce manual tasks, ensure accurate financial reporting, and improve overall productivity. CRM integrations ultimately enable your firm to provide better service to clients.

  • Accounting integrations: The right CRM for your firm should be compatible with the accounting software you are currently using. Accounting integrations with software like Quickbooks, Square, Xero, and FreshBooks simplify invoice creation, payment tracking, and financial reporting, making your operations more efficient.
  • Contract and proposal integrations: Nutshell’s contract and proposal integration options—from Docusign and Dropbox to PandaDoc and Proposify—allow you to store all the important client contract and proposal documents in one place.
  • Communication integrations: Communication with your team and clients is essential. From Zoom to Slack, Nutshell’s communication integrations allow you to initiate phone calls, start virtual meetings, and initiate webchats directly from your CRM contact records.
  • Scheduling integrations: Meeting scheduling software like Scheduler, Acuity, and Calendly is essential for efficiently managing client appointments. Scheduling integrations save time by eliminating the need to confirm appointments manually and ensure all key stakeholders are gathered for important decision-making.
um gráfico que mostra vários logotipos conectados a um para Nutshell

Why is Nutshell the best CRM for accounting firms?

An accounting firm requires a CRM that offers powerful yet user-friendly features to help streamline client management, automate tasks, and enhance team collaboration.

Nutshell provides just that, with its seamless integrations to accounting software, task tracking, and reporting tools that help firms meet deadlines, manage financial data, and provide top-class service.

Nutshell’s intuitive interface and advanced analytics ensure that accountants can make strategic decisions while keeping client interactions organized and accurate.

By choosing Nutshell as your accounting CRM solution, your team of accounting professionals will benefit from:

Mas não acredite apenas em nossa palavra

Our customers have a lot to say about how Nutshell has helped them connect with clients, gain insight into their sales, manage marketing campaigns, and more. Check out our customer stories to learn more about how Nutshell has helped companies like yours meet and exceed their goals!

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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

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When you choose Nutshell as your Accounting Firm CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

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Reach your potential with the best CRM for accounting firms

Nutshell provides industry-leading features designed to perfectly complement your accounting firm. We simplify client management and automate routine tasks, allowing your team to focus on what matters most – the numbers.

Ready to take your accounting firm to the next level?

Start your free trial to get started with our CRM software right away, or contact us to learn more about how we can help your company reach its potential!

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