New-client tracking for accounting firms
New inquiries,
answered in secondsInquiries answered in seconds
AccrueNest is accounting CRM software for US firms of 1 to 10 people: each call, web form, chat or Facebook form opens a card tagged with where it came from, is answered by text in seconds and moves through your stages to a signed engagement letter. We build the stages and write the texts with you.
- Inquiries hear from your firm within seconds
- Skipped meetings get a new-time link by text
Live in 14 daysMonth to month, no setup fee
- Screening questions on forms
- Meetings booked from the first text
- An owner per card
- Nudges stop at signature
- Deposit taken when they sign
- Consent first
It's 8:50 on a tax-season Sunday night when a business owner sends your contact form. In most firms that waits for Monday, under forty voicemails about W-2s. Here a card appears, the reply goes out, and whoever owns new inquiries sees it first.
The inquiry waits for Monday
Every inquiry on the board
Open any card and you see the whole conversation.
Every channel
Calls, forms and ad replies share a board
Each arrival opens a card that says where it came from.
At 10:40 a cabinet shop owner dials the tracking number from your Google ad. Your front desk answers with the card already open: the caller's number, the campaign, the search. Miss it, and your office line sends a text before the minute is up.
Late on a weeknight, someone asks about a business return through your tax prep page. Your firm's line texts back with three meeting times, an email lands too, and the card waits under New inquiry until morning.
A family sees your extension ad in February and sends the form without leaving Facebook. The card arrives tagged with the ad's name, the reply text goes out, and the staff app pings your office manager.
Between inquiry and engagement
Every next step has a name on it
Screening questions
Answers before the call
Someone writes “need help with taxes” and nothing else, so the first call goes on finding out it's three unfiled years and an IRS letter. Your form asks first: the service wanted, the entity type, how many years are behind, whether a letter came.
- Whoever calls back reads the answers on the card first.
- A poor fit moves to Not a fit in one tap.
Card owners
Someone owns every next step
Three people answer the phone in March, and each one assumes someone else called back. Every card names who owns it, and each task carries a due time. When 3:00 passes and the call hasn't happened, the owner is reminded.
- Preparers see their own cards first in the app.
- The office manager sees every card and every task past due too.
Missed meetings
Skipped intro calls, back on the calendar
The intro call was Thursday at 2:00. At 2:25 the preparer marks it a no-show and opens the next return. A rebooking text reaches the person who skipped, and a call task for Friday lands on the card.
- Every meeting gets a reminder text that morning.
- The series stops as soon as they pick a new time or reply.
Last season
Last year's clients hear from you in January
By mid-January some of last year's clients haven't booked or sent an organizer back. They get the season kickoff by email, and by text where they agreed, with their organizer and your booking page. Inquiries marked Lost who gave consent hear from you again too.
- The kickoff list holds names and contact details, never income, refunds or anything from the return.
- A reply of STOP or “not interested” ends the series for that person, and nothing more is sent.
Also included
- Tasks with due times
- Households grouped on cards
- Filing status and year-end
- Setups for seven firm types
- Consent boxes on every form
- Client list imported
Every card tells you what happened so far
Henrietta wants monthly bookkeeping for a bakery. The card shows the answers from the form, the first text, Thursday's intro call and the proposal sent Friday. The front desk pulls it up from the inbox, and it pops onto the screen when Henrietta phones again.
Bakery books Intro call held Thursday, proposal out Friday at 4:10, a follow-up text set for Monday at 9.
Proposal sentThe pipeline works with
- Reports Each month, new clients counted by source, with the ad spend behind each.
- Phones Tracked calls open a card with the source attached.
- Website Each service page on your firm's site carries a form wired to the board.
- Consultation booking A time picked from the reply text moves the card to Consultation booked.
- Ads Campaigns belong to your firm outright. Facebook form replies become cards, and Google hears of each booking, so the ads learn.
- Texting Staff and clients text on the office number; replies reach the team inbox.
- Reviews After a return goes out, each client who consented is texted your Google review page.
Start with your current inquiries
Tell us how inquiries reach your firm today and who answers them. In the demo we place a few on stages, draft your reply text together and walk through pricing, which starts at $97 monthly.
Booked before they called elsewhere
Cornelius B.Owner of a CPA firm, Columbus Secondsto first replyWeb inquiries sat in our inbox until somebody had a minute. Now the reply text is out right away, and I check where everyone stands from my phone.
Ezequiel M.Enrolled agent, San Antonio One weekto fill February's calendarIn January the kickoff went to last year's clients who hadn't booked yet. My February calendar was full within a week.
Annika L.Bookkeeping firm owner, Minneapolis Zerosurprises on intro callsPeople asking about monthly books answer the screening questions before we talk, so I know about two years of cleanup before the intro call starts.
Marguerite D.Office manager, New Orleans One boardinstead of a spreadsheetI kept a spreadsheet of callbacks we owed. Now each card names who's calling back and by when, and the board is my list.
Prakash S.Tax preparer, Edison, NJ Same afternoonmost no-shows rebookWhen someone skips the intro call, I mark it and move on to my next return. Most of them have rebooked by the end of the afternoon.
Thuy N.Client services lead, Houston, TX Daysfrom proposal to signatureSigned letters took weeks when we nudged by hand. The texts stop the moment the letter comes back signed, so nobody hears from us twice.
Pipeline questions
Before you set up your stages
Search stages, sources, imports or reply speed.
6 questions
What is an accounting CRM?
Accounting CRM software tracks people who ask about your services through the stages a firm uses: inquiry, meeting, proposal and signed engagement letter, with the service each one wants.
Does it replace the software our firm runs work in?
No. The pipeline stops once the engagement letter comes back signed. Your tax software keeps the returns, Xero or QuickBooks Online keeps the books, and a connector can send the new client across.
How fast does a new inquiry get an answer?
Within seconds. A form, a chat or a missed call gets an email and a text back, sent on the office number.
Does each card show what sent the person?
Yes. Ads, pages, listings and referrers are all tracked, with the search keyword for ad calls.
Can we rename the stages or add our own?
Yes. Six stages come set up, New inquiry through Onboarding, plus Not a fit and Lost; we rename or add any you want.
Can we bring last year's clients and old inquiries?
Yes. We import your client list and old inquiries at no charge during setup. Last year's clients who haven't booked get the kickoff in January.
Try searching for
A question not here?
Write to Imogen at sales@accruenest.com with your firm type and how inquiries come in now.
Imogen PritchardAccount manager
Request a demo