Accounting firms
The CRM for accountants.
A CRM for accountants is one record per client: the contacts, the services they pay for, the deadlines, the invoices and the questions they ask.
Monthly bookkeeping
Payroll setup
Tax advice
Year-end accounts
Management accounts
VAT returns
Annual retainer
Audit supportThe client is in six places, and none of them is the fee.
A CRM for prospects, a spreadsheet for deadlines, email for the questions, a folder for the documents, a booking tool for the meetings, and an invoicing tool that has heard of none of them. The client's whole year, in six tabs.
A year with a client, and what carries each part of it.
Take them on, do the monthly work, hit the deadline, bill the fee, answer the question.
The enquiry
A referral arrives as a deal on stages you name, with the fields a practice keeps: year end, entity type, the services quoted.
Airbnb
Asana
Figma
Vercel
MiroThe fee
The fee goes out as an estimate.
The deadlines
Filing dates are date fields on the client.
Stripe
Slack
SpotifyThe questions
A client's question arrives through the portal or a forwarded address as a ticket with an owner and a reply target, instead of in one partner's inbox.
The team
Staff and seasonal help on one record each, with documents, onboarding and time off on a calendar the whole practice sees.
What stops happening.
What stops once every product reads the same client record.
The deadline spreadsheet
Filing dates are fields on the client, seen on a calendar and reminded on by a workflow, so nobody keeps a second list of them.
The fee you forgot to raise
The work and the money are on one record, and the monthly fee raises its own invoice, so a quiet client is not an unbilled one.
Hunting for last year's file
Documents attach to the client they belong to, beside the notes and the history, rather than living in a folder named after a tax year.
The question in one partner's inbox
Client questions arrive as tickets with an owner and a target, so whoever is in can answer, and the thread stays on the client.
What runs without anyone.
When a record changes, create the next record or send the email.
Spodus AI knows every client.
Ask about your practice, catch up on a client, or turn a meeting note into work. It asks before it changes anything.
Ask in plain words
Get the answer from your records, with the clients behind it.
Catch up on a client
Summarize any company: what's open, what's paid and who owns it.
Notes become work
Spodus AI proposes the tasks in a meeting note. You confirm.
You can be running a practice on this inside a week.
Choose what you run first, bring the client list in, invite whoever signs in.
Start with the part that hurts
Contacts, companies and tasks are there from the first minute.
Bring the client list in
Contacts, companies and deals from a CSV or a spreadsheet, through a guided importer with presets for HubSpot, Pipedrive, Salesforce and Zoho.
Invite whoever signs in
Partners, staff and seasonal help take the seats.
Everything in one seat.
Every product comes with every seat, on the same records your practice already keeps.
CRM
Contacts, companies and deals, with every email on the client.
Invoicing
Quotes, invoices and payments on the client's record.
Support
Every ticket shows on the company it came from.
Chat
Talk about a client and turn a message into a task.
Dashboards
Revenue, pipeline and forecast, live from your records.
Team
Your people, time off and reviews, next to their clients.
Two ways
to start
Start fresh today, or bring the clients, deals and history you already have.
Start fresh
Free for up to three people.
You get every product: CRM, invoicing, support, team, chat and Spodus AI, which asks before it changes anything. Upgrade when your team grows.
Start for freeBring your data
Bring your data from the tool you use now.
Your deals arrive with their stages, owners and dates. Connect your work email, and each client's emails land on their record. On a paid plan, we'll move it all for you, free.
Put the whole practice on one seat.
Start today, or bring your own data to a demo and see it there.
Questions, answered
No, and the two words are worth separating. CRM accounting software would mean a CRM with the books inside it. Spodus is the CRM half: clients, deadlines, requests, and invoices for your own fees. Your bookkeeping software keeps the books, yours and your clients'. There is no bank feed, no double-entry ledger and no tax return in it.
Yes. A CRM for bookkeepers is a list of clients, what each one pays a month, when their work is due and what they have asked for. Spodus holds all of that on one record per client, and the monthly fee is drafted from a recurring template each month; you check it and send it. It does not do the bookkeeping, and it does not connect to the software that does.
Raise a request, follow it by a private link, and read the articles you publish. They hold no account and never count as a seat. They cannot upload documents, see their invoices or sign anything in the portal. Documents are attached to the client record by your team, and invoices are sent by email as they are today.
Yes, as dates on the client record. Add a date field for each deadline you care about, and a workflow can send the reminder you wrote when the date arrives. A calendar view lays clients out by any one date field. It does not know the statutory dates itself, so you enter them once per client, and they stay with the client.
For your own fees, yes: estimates, invoices, recurring invoices, tax rates, payments and statements, on the same record as the client. Invoices raised here are not posted to your books on their own; you record them there or export. There is no card processing, so clients pay by bank transfer as they do today and you mark the invoice paid.
No. Contacts, companies and tasks are there from the first minute; invoicing, the client portal and the HR side switch on when you want them. Turning one on later brings back its screens with whatever is already in them. Start with the client list and the deadlines. Switch invoicing on at the next month end.