For accountants and bookkeepers
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. Spodus is that, with a client portal, recurring invoices and a ticket queue on the same record, for accounting firms and bookkeepers of two to forty people. It is not accounting software.
21 features across the five products, and all of them are in one seat.
How the work runs
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. A CRM for accounting firms should carry all five on one record, and this one does.
Harbourline Group
Ashcroft Media
Pinehurst Retail
Calder & Vane
Merrow Foods
Storrow Bank
Brightway Logistics
Tradelane
Kestrel Devices
Stage 1
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.
CRMStage 2
The fee
The fee goes out as an estimate. Accept it and the invoice is raised on the same client. A monthly fee is drafted from a recurring template; you check it and send it.
FinanceStage 3
The deadlines
Filing dates are date fields on the client. When one arrives, a workflow sends the reminder you wrote, on the day you set.
CRMStage 4
The 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.
SupportStage 5
The team
Staff and seasonal help on one record each, with documents, onboarding and time off on a calendar the whole practice sees.
HR
One connected system
One CRM system for accountants, read by the whole practice.
The fee, the deadline, the documents and the question on one client record, so whoever picks up the phone sees the whole year.
- 01
An accepted fee quote becomes an invoice.
- 02
Every deadline and question sits on the client.
- 03
Portal clients never cost a seat.
Deal
CRM
INV-1040
Finance
#2198
Support
The trade
The 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.
Clients
Every client, with the year end on the record.
- One record per person and company, with custom fields for year end, entity type and the services they pay for.
- A date field sends the reminder you wrote before a filing deadline, without anyone watching a calendar.
- Log calls, schedule follow-ups, and get reminded so nothing slips.
- Documents attach to the client they belong to, beside the notes and the history.
Calder & Vane
Deal
Fees
Monthly fees that raise their own invoice.
- Bill on a schedule, with templates that cut their own invoices when they are due.
- Send a fee quote as an estimate; accept it and the invoice is raised on the same client.
- Record a payment and the balance, the status and the client history update together.
- Set a VAT or GST rate once and invoice with it.
INV-1042
Northwind Trading · Net 30
Client access
A client portal for accountants and their clients.
- Clients raise a request in the portal and follow it by a private link, without an account and never as a seat.
- Publish the answers you give every January as articles the portal shows first.
- Every request lands in one queue with an owner and a reply target, not in one partner's inbox.
- Clients cannot upload files or see invoices in the portal: documents are attached by your team, on the record.
Can’t log in after reset
#2213 · Northwind Trading
Export is timing out
#2209 · Brightway Logistics
Add a second admin seat
#2204 · Fieldstone Freight
One seat is all five, for the whole practice.
- CRM, Finance, HR, Support, Inbox, on the same records and under one login.
- Nothing above is an add-on, a module fee or a tier you have to reach.
- Your customers in the support portal are free, and never count as seats.
How accounting firms run on Spodus.
Five jobs, five products, one seat.
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.
- 01
Start with the part that hurts
Contacts, companies and tasks are there from the first minute. Invoicing, the client portal and the HR side switch on when you want them, and turning one on later brings back its screens with whatever is already in them.
- 02
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. Your own columns, year end and entity type included, come across as fields.
- 03
Invite whoever signs in
Partners, staff and seasonal help take the seats. Clients raising requests hold no account at all, however many of them there are.
