8 accounting CRMs · prices checked October 3, 2026
CRM for accountants: 8 practice CRMs compared
A CRM for accounting firms tracks every client, every engagement and every document request, then chases clients for what's missing before deadlines. Here's what each one costs and how they bill: per user, per seat a year, or per client.
- Client portals and requests
- Tax-season workflows
- Prices from each company's page
Sponsored
AttackDesk
Start free, pay as you go, and build the client system your firm needs: change your app's own code with your AI tools or a developer to add engagement types, document checklists and deadline reminders. Texting, calling, email and AI agents are built in, with no per-user fee.
- Free to start
- Pay as you go
- Rewrite the software
- Developer friendly
- Build what you need
Calculator
What would your firm pay?
Accounting software bills per user, per seat a year, or per client. Pick your team size to compare each tool's entry plan as a monthly cost.
TaxDome is shown on its 1-year term as a monthly equivalent; its 2- and 3-year terms are cheaper per seat. Double is priced per connected client, not per user.
Side by side
The 8 accounting CRMs
Each one in detail
Best for: Any industry that wants its own fields and workflow
- Your own app code
- Texting and calling built in
Each company gets its own app code that it can change with its own AI tools, so a brokerage can add listing fields, a law firm matter stages, a nonprofit donor history or a recruiter candidate pipelines. Texting, calling, email and AI agents are built in, pricing is per company with no per-user fee, and pay as you go has no monthly fee.
Best for: Accounting firms with teams running shared email and workflow
- Client portal
- Monthly only for teams of 4+
Team is $59 per user a month billed yearly, or $79 monthly for teams of 4 or more. Business, $89 yearly or $99 monthly, adds automatic client reminders and task automation. Engagements, proposals and a client portal are part of the platform.
Best for: Tax and accounting firms willing to prepay seats for 1 to 3 years
- Unlimited CRM for firms
- No monthly plan
TaxDome sells seats by the year, paid up front: Essentials is $800 a seat for one year, $750 a year on a 2-year term and $700 on a 3-year term, for solo users. Pro is $900 to $1,000 a seat a year and Business $1,100 to $1,200. There's no monthly plan.
Best for: Tax firms, including tax resolution practices
- IRS transcript pulling
- Smart intake organizers
Standard is $74 per user a month yearly or $93 monthly, and Plus is $109 yearly or $136 monthly. Premium ($149 yearly) is marked coming soon. Tax resolution tools pull IRS transcripts and track notices.
Best for: Small accounting and bookkeeping firms
- Auto follow-ups on client tasks
- 12-month agreements
Solo is $19 a month billed yearly for single-user firms. Team is $49 per user yearly, or $69 billed monthly on an annual agreement with 5 users minimum, and Scale is $69 yearly ($89 monthly). It integrates with Drake, UltraTax and ProConnect.
Best for: Firms that mainly track recurring work and deadlines
- Recurring work templates
- Capacity management
Starter is $49 per seat a month, or $480 a seat a year; Premium is $59 monthly or $600 a year and adds time tracking and capacity planning.
Best for: Bookkeeping firms running monthly closes on QuickBooks or Xero
- Priced per client, not per user
- Month-end close review
Double, which Keeper now redirects to, charges per connected client with unlimited users: $10, $25 or $50 per client a month by plan. It includes a branded client portal and month-end close review.
Best for: Tax and bookkeeping firms focused on document collection
- Tax organizers
- Secure messaging and e-signature
File Intelligence is $19 per user a month billed yearly, the Liscio Platform $49 and Tax Team $99, which includes 100 tax gatherings, deliveries and e-signatures.
Checklist
What an accounting CRM should handle
- Client requests: ask for documents in a portal and send automatic reminders until they arrive.
- Recurring work: monthly closes, quarterly estimates and annual returns created on schedule with due dates.
- Engagements: proposals and engagement letters signed before work starts.
- Capacity: who's overloaded in March, and which returns are waiting on the client.
- Tax software links: connections to Drake, UltraTax or ProConnect where the firm prepares returns.
Common questions
What is the best CRM for an accounting firm?
For small firms, Financial Cents starts at $19 a month for one user and $49 per user for teams. Karbon suits teams that work out of shared email, at $59 per user yearly. TaxDome is popular with tax firms that can prepay seats, from $700 a seat a year on a 3-year term.
How much does accounting practice software cost?
Most charge $40 to $75 per user a month on yearly billing. TaxDome bills per seat per year, paid up front, and Double bills $10 to $50 per connected client a month with unlimited users.
Is there a CRM built for bookkeepers?
Double (formerly Keeper) is built around monthly closes on QuickBooks Online and Xero and charges per client, so a bookkeeper with few staff and many clients pays by client count. See all 18 CRM examples with prices for general CRMs.