CRM for Accountants

• Generate New Business for Your Firm

  Don’t just rely on referrals to acquire new clients. With Method, you can embed a custom contact form on your website and all inquiries will automatically be logged as new business opportunities in your CRM.

• Track Leads Outside of QuickBooks

  Centralized leads and opportunities make it easy to keep track of prospective clients without cluttering up QuickBooks. Log interactions and create transactions in your CRM. When the lead becomes a paying client, all of their info syncs over to QuickBooks with the click of a button.

• Don’t Let Leads Stray to Your Competitors

  Automatically scheduled activities remind you to follow up with your web leads, so you can begin building a relationship. Leverage the free Method:Sidebar for Gmail to access all lead and client info directly from your inbox — you’ll love having key data at your fingertips without having to switch between programs.

The Best CRM for Accountants Using QuickBooks

“Method:CRM is the missing piece. We were searching for a CRM to organize our business and automate our tasks. Method saves us hours every week.”

Laura Redmond
Founding Partner
Cloud Consultancy LLC

• Stop Entering Data Twice

  With the industry-leading, two-way sync between Method and QuickBooks, repetitive data entry is a thing of the past. Update client info, create estimates and invoices, receive payments, and more in Method — then watch as the data automatically syncs to QuickBooks in real-time.

• Empower Your Clients with 24/7 Self-Serve Options

  Buy yourself more time in a day with Method’s free client portals. Clients can view and pay their invoices online, and payments sync directly to QuickBooks as soon as they’re approved. Plus, clients can access their transaction history anytime without needing to contact you.

• A Customized Accounting CRM

  We know that every accounting and bookkeeping firm has unique workflows and goals. That’s why Method lets you customize your CRM using drag-and-drop tools. Record custom data, automate key processes, or build dashboards to display business insights.

• Know Each Client Inside and Out

  View past transactions and interactions right from the client’s profile in Method, and add multiple contacts per client so key relationships aren’t missed. Having a centralized system for client data ensures that you and your colleagues can always provide personalized service.

• Strengthen Client Loyalty by Staying in Touch

  Regular communication with clients helps to build relationships. Whether you’re giving a heads-up about new tax regulations or announcing new service offerings, Method’s free MailChimp integration lets you create email campaigns that will keep your clients engaged.

• Client Data at Your Fingertips – Anytime, Anywhere

  Gone are the days where accountants and bookkeepers are tethered to paper files and QuickBooks-hosting computers. A mobile accounting CRM lets you bring your client and QuickBooks data with you, so you can log interactions, schedule meetings and create transactions even when you’re on the go.