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An accounting CRM is software that helps accountants and bookkeepers organize financial data. The top CRMs for accountants use automation to reduce paperwork and minimize human error while also offering real-time revenue reports, billing and invoicing modules, and security features to protect clients’ sensitive financial data. To help you find the best accounting CRM for your needs, we've compiled six programs that we recommend based on our independent review.
Here are the six best CRMs for accountants:
Salesforce emerged victorious in advanced features and customization, while Method:CRM scored highest for key accounting CRM features. Our overall winner, Freshsales, won the cost category and ranked second in ease of use. No matter what you’re looking for, we trust any of our top six CRMs for accountants will have what you need. Here’s a breakdown of how each entry scored in key features, price, and usability — you can also jump down to see the evaluation criteria and process.
Note: All per-user prices are with a one-year commitment unless noted.
Below are the top tools the best CRM for accountants should have:
Generate and send invoices using CRM data, then automatically update client profiles with current payment status.
To find the best CRM software for accountants, we created a rubric with six weighted categories plus multiple subcriteria. We sought out software with a balanced combination of essential CRM features, accounting-specific tools, and robust data security. After scoring 10 options, we shortlisted the top six with a rating of 3.9 or higher. In addition to an overall winner, we assigned five runners-up and distinguished them based on how they scored in specific categories.
Cost, core features, and ease of use carry the most weight in our ratings since we believe those are the most crucial factors to consider when choosing an accounting CRM. That’s followed by advanced features, which also include data security and compliance. Rounding out our rubric are customization options (such as third-party app integrations) and quality of user support.
This factors in a CRM’s starting costs, billing options, and availability of a free trial and/or free-for-life version.
We considered each CRM’s range of general CRM tools (e.g. reports and contact management) and accounting tools (e.g. billing and invoicing).
This is based on a CRM's UI design plus feedback on setup and usability from past and current users.
This includes higher-tier features like artificial intelligence, self-serve client portals, data compliance standards, and security permissions.
We gauged every CRM’s level of personalization, from third-party app integrations to custom reporting and workflows.
This takes into account the availability of support channels plus customer reputation regarding the quality of service.
The top accounting CRMs streamline accounting tasks, monitor revenue and expenses, and ensure compliance with tax codes. Our list features general software rather than industry-specific CRMs — every entry here can aid accountants in multiple aspects of their business. However, if you’re a certified financial planner, you’ll need additional features like householding and milestone tracking, so check out the best CRMs for financial advisors.
Alison is a Philadelphia-based technology writer for Selling Signals. She has 15 years of experience in the digital space, and her specialties include comparison guides and reviews across CRM, ecommerce, and various SaaS products. In her free time, Alison has received two HubSpot certifications plus a TEFL certification, as well as leads an online martial arts learning program.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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