CRM for accountants and accounting firms

Strengthen your practice management and client data insights with the #1 accounting CRM for QuickBooks and Xero users.

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QuickBooks handles your books.
Let Method CRM handle the rest.

Eliminate manual processes

Method can automate your business processes from the first call to final payment. Less time wasted, less manual mistakes, and better operational efficiency. A triple win!

Custom to your business

Every business is unique — that’s why we have a team of customization experts ready to work with you on a tailored solution.

Two-way sync with QuickBooks

Connect Method to QuickBooks to expand capabilities without changing how you work.
Access a whole new set of features, with critical data instantly connecting back to QuickBooks.

1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.

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“Method is central to our success as a client accounting services firm. Only Method provides the customization functionality and QuickBooks sync that both power our firm’s internal processes and enable unique automation in our client engagement.”

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Laura Redmond

Advanced QuickBooks ProAdvisor & Trainer,
Cloud Consultancy LLC

Customer view indicating how Method syncs contact data with QuickBooks.

The best QuickBooks integration for accountants

QuickBooks is the cornerstone of your practice — so you need an accounting CRM software that works seamlessly with your financial data.

Industry-leading sync

Method has a real-time, two-way sync with all versions of QuickBooks Desktop and QuickBooks Online.

Eliminate double data entry

Add client data or create transactions in Method, then watch the data sync automatically to QuickBooks, and vice versa.

Create client portals

Empower your clients to self-serve through online portals to update details, retrieve invoices, and make payments anytime, anywhere.


Learn more about the best QuickBooks CRM


Are you a Xero user? Explore Method’s Xero CRM →

Turn more prospects into clients with the best CRM system for your small business

Leverage CRM software for accounting professionals to stay organized and grow your practice with a shared list of leads.

Generate new business in your sleep

Embed a custom form on your site to capture new leads and save them directly to Method.

Never miss out on a new opportunity

When a potential client fills out your form, Method automatically sends you an email and schedules a follow-up activity.

Manage estimates outside of QuickBooks or Xero

Estimates created for leads sync automatically to QuickBooks or Xero once the leads turn into clients.


Learn more about lead management

Strengthen client relationships, boost client experience

Method’s CRM for accountants gives you a centralized view of each client to help you deliver top-notch service.

Track all client interactions

Organize your client information. Add activities to record notes from meetings, phone calls, and emails.

Know every client inside and out

View each client’s preferences, activities, appointments, and QuickBooks transactions, all in one place.

Build trust with improved client communication

Automate your outreach strategy by turning common messages into saved templates and sending emails directly from Method.


Learn more about client management

#1 CRM for accounting firms on QuickBooks and Xero

Your practice is unique, so why should you settle for generic software? Method’s CRM for accountants is 100% customizable to meet your specific needs.

Unlimited custom fields

Capture and track the information that matters to your business.

Automated workflows

For the jobs that humans can do but don’t want to. Send emails, schedule follow-ups, or generate reports automatically with just one click.

Optimized client onboarding

Create branded  client portals for viewing and approving key documents online.


Learn more about customizing Method

The #1 CRM for QuickBooks

The manufacturer CRM loved by businesses just like yours

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

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All – in – one

The perfect CRM platform for accounting practice management

From syncing your accounting and bookkeeping information from QuickBooks, to improving client service, Method can help you do it all.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Email marketing

Send email campaigns, and monitor metrics to drive more sales.

Time tracking

Track work hours for accurate paychecks and staff satisfaction.

E-signatures

Sign and approve documents online to cut out the back-and-forth.

Receipts

Track and manage sales receipts, all attached to the customer and invoice.

Invoicing

Instantly create and email invoices for quicker payments.

Customer portals

Let customers access documents, submit report requests, and view and pay invoices any time.

Payments

Create online payment portals for customers so you can get paid faster.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Email marketing

Send email campaigns or connect to Mailchimp directly.

Time Tracking

Send quick estimates with one click to close deals faster.

E-signatures

Sign and approve documents online to cut out the back-and-forth.

Receipts

Instantly create and email invoices for quicker payments.

Invoicing

Instantly create and email invoices for quicker payments.

Customer portals

Let customers approve estimates, access order details, and pay invoices.

Payments

Create online payment portals for customers so you can get paid faster.

Don’t see what you’re looking for?
Talk to our team about building it for you!

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CRM platform for accounting firms: Top resources

Image of a calculator and paper invoices.
How accountants can use CRM software to drive business growth

Modern accountants are evolving to become full-service business advisors. Here’s how they can leverage CRM software to drive growth for their clients.

Learn more about driving business growth
QuickBooks invoice screen on laptop
How to take QuickBooks customized invoices to the next level

Learn best practices for customized QuickBooks invoices and how to open up additional customization opportunities for your business.

Learn more about the value of shared accounting
A pair of hands referencing handwritten notes beside laptops
How to make sales commission tracking easier in QuickBooks

QuickBooks isn’t set up to track commissions, but Method CRM is. Learn how you can save hours with a customized commission calculator.

Learn more about tracking commissions

Simplify your business with Method

Start your free trial — no credit card, no contract.

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Accounting CRM Software FAQs

An accounting CRM is a software that helps accounting professionals organize their client data; enable workflow automation; and connect their sales, customer and invoicing processes to their accounting system. Method is a cloud-based accounting CRM with a top-rated QuickBooks integration.

Most popular CRM (customer relationship management) features include:

Contact management: Save and manage contact information from accounting software or email.

Marketing automation: Create email templates and send marketing campaigns directly from your CRM.

Workflow automation: Automate manual tasks like invoices, follow-ups and client communication.

Email integration: Save and sync data from your email provider directly to your CRM.

External integrations: Sync between your QuickBooks accounting software and your favorite apps.

Any accounting professionals (CPAs, business owners, consultants) and accounting businesses can benefit from using a CRM to get a centralized view of client data.

The best software solution will depend on your requirements and priorities. For an integrated solution that syncs with your QuickBooks or Xero data, Method CRM is the way to go. Other examples include CRMs like Hubspot, Zoho or Salesforce.

Pricing for accounting CRMs depends on the CRM features, number of licenses and integrations you need. Some CRMs charge extra for functions like marketing campaigns, project management tools and automated workflows. Method starts at $25 per user per month.