Accountants and CPAs are often the professionals worst equipped when it comes to CRM. Ironically, they're the ones managing the most sensitive client data. Many still run on a mix of Outlook, shared folders, and Excel sheets. The result: scattered files, engagements that slip through the cracks, and fee invoicing that takes hours every month.
The reality of an accounting firm
A typical CPA manages between 50 and 300 active clients, with engagements that vary: tax returns, monthly bookkeeping, assurance engagements, tax planning. Each engagement has its own cycle, deadlines, and documents. Without a centralized system, it's organized chaos.
A pipeline built for engagements
toncrm.io offers a pipeline set up for accounting firms: new client, engagement in progress, review, complete, invoiced, and archived. Each stage is visible in the Kanban with the associated fee amount. You know exactly where each file stands and how much revenue is in the works.
Fee invoicing with GST/QST
CPA fee invoicing has its quirks: different hourly rates depending on the type of engagement, time spent per file, and disbursements. toncrm.io handles all of it with native GST/QST invoicing. You enter the time spent, and the system calculates the fees and taxes automatically.
A secure client portal
Your clients have to send you T4s, bank statements, receipts — highly sensitive documents. Instead of email (not secure) or Dropbox (not compliant), toncrm.io offers a client portal where your clients drop their documents right into their file. Everything is encrypted, tracked, and compliant with Law 25.
Two-way QuickBooks synchronization
As a CPA, you live in QuickBooks. toncrm.io syncs in real time with QuickBooks Online: invoices, payments, and accounts receivable stay consistent across both systems. You manage your client relationships in toncrm.io and your accounting in QuickBooks, with no double entry.
Automated deadline reminders
Tax deadlines wait for no one. toncrm.io sends automatic reminders to your clients for missing documents: T4s before February 28, income tax returns before April 30, quarterly instalment payments. Fewer delays, less stress for you and your clients.
Document templates and engagement letters
toncrm.io includes templates for engagement letters, independence declarations, and engagement confirmations tailored to Quebec's CPA standards. You customize, you get them signed by electronic signature, and the document is automatically archived in the client file.
CPA security and compliance
Accounting data is among the most sensitive there is. toncrm.io offers two-factor authentication, encryption in transit (TLS 1.2+), encryption of sensitive secrets, encrypted off-site backups, and native Law 25 compliance. The audit log tracks every access and change to a file, which is required by CPA professional standards.
Check out toncrm.io's plan for accountants and CPAs. 14-day free trial to see how to centralize your firm.
