CRM for accountants and bookkeepers

Whether you need improved practice management or better client insights, Method:CRM is designed to make your day-to-day easier.

Method CRM for accountants
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Rated the #1 CRM by QuickBooks ProAdvisors

Over 1,100 five-star reviews on apps.com

The best QuickBooks integration

QuickBooks is the cornerstone of your accounting or bookkeeping practice — so you need CRM software that works with it.

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Industry-leading sync

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

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Eliminate double data entry

Add clients or create transactions in Method, then watch the data sync automatically to QuickBooks.

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Offer client portals

Online portals allow your clients to update their details, view their invoices, and make payments anytime.

Turn more prospects into clients

Stay organized and grow your business with a shared list of leads in your CRM.

Workflow of adding new leads to Method CRM for accountants

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

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

Strengthen client relationships

Method gives you a centralized view of each client so your whole team can provide top-notch service.

Track every conversation

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.

Drive client loyalty by staying in touch

Simplify your outreach strategy by turning common messages into saved templates. You can even send emails directly from Method.

Contact screen in Method CRM for accountants

Connect to your favorite apps

Method offers native integrations with apps like Gmail, Outlook and Mailchimp, with hundreds of other integrations available via Zapier.

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A customized accounting CRM

Your practice is unique, so why should you settle for generic software? Method’s 100% customizable platform can be tailored to meet your needs.

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Unlimited custom fields

Capture and track the information that matters to your business.

Automate workflows

Automatically send emails, schedule follow-ups, or generate reports with a single click.

Simplify client onboarding

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

Streamline your business with Method:CRM

Start your 30-day free trial — no credit card, no contract.