CRM for small accounting practice?

  • Creator
    Topic
  • #202021
    CPA50
    Participant

    Hiya!

    I’m looking for a better solution for client management – database, emails, newsletters, tracking. Ideally something that integrates with QuickBooks Online.

    Any thoughts? I am spending a small fortune on monthly subscription fees to one-off apps and was hoping to get a solution to replace that.

    Thanks!

    AUD - 80
    BEC - 77
    FAR - 80
    REG - 80
    3 years

    + 16 tests

    + 2 expired sections

    = DONE FOREVER!

    AUD 88 (expired), 80 retake
    FAR 64,69,67,73,67,73,73,73, August 3
    REG 75 (expired) September 7
    BEC 72, 77

    The adventure continues...

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