CRM Development for Accounting Firms

Accounting client work is not a sales pipeline, it is a calendar of recurring obligations: quarterly filings, annual accounts, payroll deadlines, each with its own document checklist and a client who may only speak one of two or three languages your team covers.

Deadline and obligation tracking. Every client's recurring filings (VAT, payroll, annual accounts) tracked with automatic reminders before a deadline, not discovered the week it is due.

Document checklist per client. What is needed, what has been received, and what is still missing, visible without opening an email thread to check.

Multilingual client communication. Costa del Sol gestorías often serve English, German, and Spanish-speaking clients. Correspondence templates and reminders go out in the client's language.

Referral and onboarding tracking. Where new clients came from, and a structured onboarding checklist (documents, authorizations, prior-accountant handoff) instead of an ad hoc email chain.

Custom PostgreSQL CRM or a lightweight CRM layer on top of your existing accounting software (A3, Sage, or similar), WhatsApp Business, Google Calendar for deadline tracking, DocuSign for authorizations.

Generic sales CRM that has no concept of a recurring obligation, only a one-time deal. Automating filings themselves, this is deadline and document tracking, not a replacement for professional judgment on the actual accounting.

Deadline tracking plus document checklist per client typically ships in 5-8 weeks. InfoWebPlus, remote across Europe.