Client Relationship Management
for Modern Accounting Firms
Connect every client, conversation, engagement, and revenue opportunity in one
Microsoft-powered platform. PracticePro 365 gives accounting firms a connected
client relationship hub where firm leaders can see client activity, track opportunities,
manage engagement progress, and bring relationship data together with the work
being delivered across the firm.
Less scattered client data. More visibility, accountability, and control.
CRM Built for the Full Client Lifecycle
PracticePro 365 is an all-in-one accounting CRM that centralizes client data, streamlines communication, and automates workflows.
Built for accountants, it combines CRM, billing, and project management to help firms improve efficiency and deliver better client service.
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Track client relationships from prospect to engagement to billing
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Connect client data with projects, workflows, documents, and reporting
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Give partners and managers a clearer view of account activity
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Reduce duplicate entry across disconnected systems
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Keep client history, ownership, and next steps visible across the firm
When every part of the client lifecycle is connected, your firm can spend less time chasing information and more time managing relationships with confidence.
What PracticePro 365 Brings Together
Complete Client Relationship View
Keep client details, communication history, documents, engagement activity, and relationship notes connected in one place so your team can understand the full picture without switching systems.
Pipeline and Opportunity Visibility
Track prospects, opportunities, referral sources, service lines, and revenue potential so leadership can better understand where growth is coming from and what needs attention.
Connected Engagement Management
Move from relationship management into execution with client work, tasks, deadlines, workflows, and project status tied back to the client record.
Microsoft-Native Communication
Work where your team already works with a platform built around the Microsoft ecosystem, including Outlook, Teams, SharePoint, and Power BI connectivity.
Billing and Revenue Connection
Connect client relationships to time, billing, invoicing, and revenue visibility so partners can see more than activity — they can see business impact.
Real-Time Reporting and Dashboards
Give firm leaders visibility into client activity, pipeline, performance, engagement status, and operational trends through connected reporting and Power BI dashboards.
Better Client Management Starts
With Better Visibility
A client relationship is only as strong as the information behind it. PracticePro 365 helps firms move beyond scattered notes and disconnected updates by giving partners, managers, and teams a shared view of client activity, engagement progress, billing status, and growth opportunities.
When your CRM is connected to the rest of your practice management system, your firm can make faster decisions, improve accountability, and deliver a more consistent client experience across every service line.
Know the relationship. See the work. Understand the revenue.
See What Connected CRM Can Do for Your Firm
PracticePro 365 brings it all together in one Microsoft-powered platform, giving your firm the visibility and control to confidently manage relationships, revenue, and growth.
Your clients, your data, your control — all in one connected platform.
What Firm Leaders Need to Know
About Accounting CRM
From client visibility to Microsoft integration, see how PracticePro 365 helps firms connect relationships, work, billing, reporting and more in one all-inclusive platform.
Accounting CRM software helps CPA firms and accounting firms manage client relationships, prospect activity, communication history, engagement details, documents, and growth opportunities in one organized system.
For accounting firms, CRM should go beyond basic contact management. PracticePro 365 connects client relationship data with engagement work, billing, reporting, Microsoft 365 collaboration, and the broader practice management functions that support the full client lifecycle.
The best CRM for accounting firms is one that reflects how firms actually operate. That means it should support more than sales activity. It should help manage prospects, clients, engagements, service lines, deadlines, documents, billing visibility, and reporting.
PracticePro 365 is built specifically for accounting firms that need CRM connected to practice management, giving partners, managers, and teams a clearer view of the relationship, the work being performed, and the revenue connected to each client.
Traditional CRMs are often built around sales activity. PracticePro 365 is built around the way accounting firms manage relationships, engagements, teams, documents, billing, and reporting.
Instead of adding another disconnected system, PracticePro 365 brings CRM into a Microsoft-powered practice management platform, giving firms one connected environment for client data, workflow visibility, revenue insight, and operational control.
A modern accounting CRM should give firm leaders more than a list of contacts. It should provide visibility into relationships, opportunities, engagement activity, billing, documents, communication, and performance.
PracticePro 365 gives firms a connected CRM experience built into the broader practice management platform, helping leaders manage client relationships with more clarity, consistency, and control.
PracticePro 365 helps firms bring client details, communication history, engagement activity, documents, billing information, and reporting into one connected environment.
This gives firm leaders a clearer view of where each client relationship stands, what work is in motion, which opportunities need attention, and how client activity connects to firm performance. Instead of relying on scattered updates or disconnected spreadsheets, teams can work from a more reliable source of truth.
Yes. Many accounting firms rely on separate tools for CRM, workflow, billing, document management, reporting, and communication. That creates duplicate entry, inconsistent client records, limited visibility, and unnecessary administrative work.
PracticePro 365 helps reduce system fragmentation by bringing client relationship management together with workflow, billing, documents, reporting, and Microsoft-powered collaboration in one connected platform.
Yes. PracticePro 365 is natively integrated with the Microsoft ecosystem, helping firms work within familiar tools such as Outlook, Teams, SharePoint, and Power BI.
This allows firms to connect client communication, document access, reporting, and collaboration in an environment their teams already know, while supporting stronger data visibility, security, and operational control.
PracticePro 365 connects client relationship management with engagement activity, time, billing, invoicing, revenue visibility, and real-time reporting dashboards.
This helps firm leaders see more than client activity. They can better understand how relationships connect to work in progress, billing status, revenue performance, pipeline opportunities, and operational trends across the firm.