CRM for Accountants
The CRM for Accounting Firms That Doesn't Bill Per User
Unlimited partners, staff, and clients on one flat rate. Every call, text and email on the client record, deadline reminders that send themselves, and a full REST API for QuickBooks and Xero workflows.
Conduyt is a CRM for accountants and accounting firms that puts every client interaction (calls, texts, emails, notes and documents) on one record the whole firm can see, runs deadline and document-request reminders automatically, and costs $299 or $499 per month flat for unlimited users. Per-seat CRMs charge for every staff accountant and seasonal hire; Conduyt does not. The full REST API (760+ endpoints) and the MCP server (390+ tools) are included on every plan, so QuickBooks, Xero and tax-software workflows do not need an enterprise contract.
The challenge
Why most CRMs fail accounting firms
Scaling an accounting practice introduces a web of client relationships that a ledger cannot manage. You need to track 1040 and 1120 deadlines for hundreds of clients while nurturing advisory opportunities for the commercial ones, and the whole firm needs to see the same client history. Most firms end up on a per-seat CRM such as HubSpot or Keap, which charges for every junior accountant and seasonal preparer you add, so client context stays locked with the partner who owns the login. You pay subscription fees just to store interaction logs, and response time slows exactly when it matters: tax season.
Why Conduyt
Why accountants and CPA firms choose Conduyt
Four reasons teams like yours make the switch.
True flat-rate economics
Stop paying per headcount. Whether you have 3 partners or 30 staff accountants, the bill is $299 or $499 a month. Add every preparer, bookkeeper and admin to the client pipelines without a tier upgrade.
Ledger and tax workflows through the API
Use the OpenAPI spec and 760+ REST endpoints to connect QuickBooks Online, Xero or your tax software: move a client to the next stage when a return is filed or an invoice is paid, and push new engagements back out through outbound webhooks on every contact and deal event. Zapier and n8n connect without code.
Every call, text and email on the client record
SMS, a dialer and email templates log automatically to the client, so a year-end call, a missing-W-2 text and the engagement letter thread live in one timeline any accountant can read before picking up the phone.
AI-powered advisory, your model
Bring your own OpenAI or Anthropic key, or connect Claude Desktop through the MCP server, to draft advisory checklists, summarize a client's year and prepare review-meeting notes from the record, with a human approving every send.
Use cases
Common use cases for an accounting firm CRM
How teams like yours actually use Conduyt day-to-day.
- Tracking tax return deadlines and triggering automated reminder texts to clients missing documentation.
- Managing upsell pipelines for business advisory services by segmenting clients on revenue and entity type stored in custom fields.
- Centralizing communication history so any accountant can view the full context of a client's financial relationship without asking the partner.
- Automating the onboarding of new corporate clients with webhooks that trigger engagement-letter and KYC collection workflows.
- Using the power dialer on your own Twilio or Project Blue line to run year-end review call blocks from one screen, with every outcome logged.
Recommended plan
Which plan fits your firm?
Our recommendation based on how accounting firms typically use Conduyt.
Professional
$499/mo
Accounting firms lean on advanced automations for deadline reminders, document chasing and advisory upsells. The full API, the MCP server, unlimited pipelines and unlimited users are included on every plan, Starter at $299/mo or Professional at $499/mo. 20-day free trial, no credit card.
- Everything in Starter (unlimited users, contacts, pipelines)
- Priority support
- Dedicated onboarding
- Advanced automations
- Full API access
- Custom branding
- Dedicated success manager
“We moved from Keap because the per-user costs were killing our margins. Conduyt lets our entire firm access the system for one flat fee, and the API integration with our tax software is flawless.”
The math
How Conduyt compares on CRM pricing for accountants
Real numbers, real savings.
Keap is strong on basic email automation but becomes expensive as you add staff and lacks the API depth for accounting integrations. HubSpot logs contacts well, but the automation tiers a firm actually needs are costly and still per seat. Practice-management suites (TaxDome, Canopy, Karbon) handle the work, not the selling. Conduyt sits in between: pipelines, automation, calling and texting on a flat rate that does not move with headcount.
Frequently asked questions
Your team uses AI? See how AI agents drive Conduyt →
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