CRM for Accountants
The CRM for Accounting Firms That Doesn't Bill Per User
Unlimited partners, staff, and clients on one flat rate. Sync with QuickBooks and Xero via 535 REST endpoints while keeping your overhead predictable.
The challenge
Why most CRMs fail accountants
Scaling an accounting practice introduces a chaotic web of client relationships that standard ledgers cannot manage. You need to track 1040 deadlines for individuals while nurturing advisory opportunities for commercial entities. Most firms resort to expensive, per-seat CRMs like HubSpot or Keap, which punish you for adding staff or junior accountants. This creates silos where critical client tax history is locked away from the team members who need it most. You end up paying enterprise subscription fees just to store basic interaction logs, slowing down your response time during the frantic tax season.
Why Conduyt
Why accountants 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, you pay the same $499. Add unlimited users to your client pipelines without upgrading your subscription tier.
Deep Ledger Integration
Utilize our OpenAPI 3.1 spec to build two-way syncs with QuickBooks Online or Xero. Trigger pipeline stages when tax returns are filed or invoices are paid automatically via 127 webhook event types.
Secure Client Portal
Handle sensitive financial data with confidence. We use HMAC-signed payloads to ensure document exchanges and client communications are encrypted and verified, meeting the high standards of financial compliance.
AI-Powered Advisory
Bring your own OpenAI or Anthropic key to auto-generate advisory checklists based on client ledger data. Use our TypeScript SDK to build custom analysis tools that run directly on your client data.
Use cases
Common use cases for accountants
How teams like yours actually use Conduyt day-to-day.
- Tracking tax return deadlines and triggering automated reminder SMS campaigns to clients missing documentation.
- Managing upsell pipelines for business advisory services by segmenting clients based on revenue stored in external accounting apps.
- Centralizing communication history so any accountant can view the full context of a client's financial health without asking the partner.
- Automating the onboarding of new corporate clients with webhooks that trigger KYC collection workflows.
- Using the native power dialer to conduct year-end review call blasts efficiently from a unified desktop interface.
Recommended plan
Which plan fits accountants?
Our recommendation based on how accountants typically use Conduyt.
Professional
$499/mo
Accounting firms require the advanced API access found in the Professional tier to build custom integrations with QuickBooks and Xero, ensuring seamless data flow between the CRM and your ledger.
- 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
Real numbers, real savings.
Keap is excellent for basic email automation, but it becomes prohibitively expensive as you add staff, lacking the deep API hooks for accounting integration. HubSpot offers great contact logging, but their enterprise tiers are overkill and costly for firms that just need solid relationship management. Conduyt provides the best of both worlds: powerful automation and flat-rate pricing that scales with your firm's headcount.
Frequently asked questions
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No credit card. No per-seat pricing. Just a CRM that works the way accountants actually sell.
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