CRM for Accountants

Rated the #1 CRM by QuickBooks users and QuickBooks ProAdvisors.

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Streamline your accounting practice from lead to repeat and everything in between.

Acquire Clients Faster

Acquire clients faster

Method’s web-to-lead forms bring new leads into your CRM instead of your QuickBooks file, while scheduled follow-ups ensure that you can start building a relationship as soon as possible.

Streamline Your Workflow

Streamline Your Workflow

With the two-way sync between Method and QuickBooks, data is automatically transferred between both programs. You’ll save time and money on data entry, so you can focus on serving your clients.

Maintain Client Loyalty

Maintain Client Loyalty

A complete view of each client’s history allows you to tailor their experience, while the Method mobile app lets you pull up their data whenever they need you.

Turn more accountant seekers into accounting clients

Stay organized and grow your accounting or bookkeeping practice with a shared list of prospective clients.

Web-to-lead form

  • 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 — and 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 Method’s free Gmail Gadget 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.

Laura Redmond - Founding Partner, Cloud Consultancy LLC

The Best CRM for QuickBooks Professionals

“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

Streamline your day-to-day with a QuickBooks-integrated CRM

Take advantage of the two-way sync with QuickBooks to create transactions, receive payments, and serve your clients more efficiently.

Customer Portal

  • 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 CRM Made for Your Practice

    We know that every accounting and bookkeeping firm has unique workflows and goals. That’s why your Method account can be fully customized using drag-and-drop tools. Record custom data, automate key processes, or build dashboards to display business insights – it’s all up to you.

Strengthen Client Relationships and Generate Referrals

Use the 360-degree view of each client to provide top-notch service.

MailChimp Integration

  • 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 segmented 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. The Method mobile app lets you bring your essential client and QuickBooks data with you, so you can log interactions, schedule meetings and create transactions even when you’re on the go.

Small Business Bookkeeping Solutions Inc.

“Method:CRM provides a seamless integration with QuickBooks that is painlessly simple. In addition, it allows the company's business processes to be streamlined and customized to fit their individual needs. In a nutshell, you can't find a better add-on for QuickBooks and the entrepreneur.”

Catherine Wolfe
Small Business Bookkeeping Solutions, Inc.

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