A CRM built for accounting firms
A client CRM at a flat price, never per seat, cloud or self-hosted. Start from a preset for accountants and bookkeepers, then customize engagements, deadlines, and document requests to your workflow.
Sound familiar?
- Per-seat CRMs get expensive across a seasonal team of preparers.
- Generic CRMs don't model recurring engagements or filing deadlines.
- Client financials sit on a vendor's servers instead of yours.
Your Accounting firms preset, ready on day one.
Start from a configuration built for accounting firms. Customize anything beyond it.
- Client and engagement record types
- Recurring engagement and filing-deadline templates
- Document-request and follow-up task templates
How it works in practice.
Chase missing documents before the deadline
Each engagement spawns a document-request checklist with reminders so returns aren't stuck waiting on the client.
Roll engagements forward each cycle
Recurring engagements regenerate for the next period so nothing is re-keyed every quarter or tax year.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. Engagement templates can recur monthly, quarterly, or annually, and you control the cadence.
- No. It's flat-priced with unlimited users, cloud or self-hosted, covering seasonal and full-time staff alike.
Can I model recurring monthly bookkeeping and annual returns?
Do I pay per preparer during busy season?
Built around engagements and deadlines, not generic "deals"
An accounting firm's calendar is ruthless: quarterly filings, payroll runs, year-end closes, and a tax season where the deadline doesn't move no matter how late the client sends their documents. Sales-oriented CRMs don't understand any of that. They give you a deal pipeline and charge per user, which gets painful when you scale up a seasonal team of preparers for three months a year.
The Nanobox accounting preset starts you with client and engagement record types, recurring-engagement and filing-deadline templates, and document-request checklists. Each engagement carries the documents you need from the client, with reminders so a return isn't sitting idle waiting on a missing 1099. Recurring work (monthly bookkeeping, quarterly estimates, annual returns) rolls forward to the next period automatically instead of being re-entered every cycle.
Prospects move through their own intake pipeline so proposals don't get lost between busy seasons. Whether you run it in our cloud or self-host with full source, sensitive client financial data stays under your control. It's flat-priced with unlimited users, cloud from $29/mo or self-host from $399, so staffing up for April never inflates your software bill. Everything is editable: engagement types, cadences, filing deadlines. See pricing or explore the CRM.
Start your accounting firms CRM free.
Start from the accounting firms preset and shape it to your workflow. Flat $29/mo, unlimited users, every module included. Or own the source and self-host from $399.