For Australian accounting and bookkeeping practices. Enquiry to proposal to signed engagement to lodgement, with recurring compliance work. Registered with the TPB, no lending product lines.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a job, your staff accountant. No loan or generic labels.
A 9-question customer intake built for Accounting & Bookkeeping, e.g. What are we looking after?; Business or trading name (if you have one); ABN (if registered).
Collects Photo ID, Income records, Expense and deduction records, Bank statements, Prior year returns or financials.
Compliance built in: Tax Practitioners Board.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Accounting & Bookkeeping?
Yes. CRMandGo ships a Accounting & Bookkeeping pack that tailors the CRM to your industry: it calls your customers clients, tracks each job through 6 stages (Enquiry, Proposal, Engaged, Information Gathering, In Progress, Lodged), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
See how CRMandGo compares to a generic CRM for Accounting & Bookkeeping
Start free and CRMandGo shapes itself around your industry from day one.
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