Custom Software & Internal Tools·A US accounting firm
Practice CRM for an Accounting Firm
A CRM built around the way an accounting practice actually works — clients, documents, and deadlines in one place.
▦
crm demo
[ ]OVERVIEW
✓TASKS
○○CLIENTS
Manager
manager@firm.com
⋮
RETURNS FILED
49%
of season scope ↑
BILLABLE HOURS
642'
logged this week ↑
OVERDUE FILINGS
0
4 weeks clean ☕
WEEKMONTHYEAR
REVENUEWIPCOFFEE
revenue / WIP line chart — placeholder
Task overviewview all
5 tasks · 20% complete
Filing deadlines2 NEW
1041 · 941 · sales tax
Compliance statusON TRACK
all engagements current
NEXT FILING DUE12 DAYS
JUN 15
Form 1041 · Trust returns
Q2 941 payrollJUL 31
Sales & use taxJUN 20
Extended 1120-SSEP 15
calendar mini-view
The challenge
The firm ran client work across spreadsheets, email threads, and a generic CRM that fit none of their process. Nobody could answer “where does this client stand?” without digging through five places.
Our approach
We modeled their real lifecycle — onboarding, document requests, engagement status, and filing deadlines — and built a CRM around it. Document requests chase themselves, and a single dashboard shows every client’s status at a glance.
- Next.js
- TypeScript
- Node
- Neon
- Vercel
The build
A typed Next.js app on a Neon Postgres database, with role-based access for partners and staff and an audit trail on every client record.
▦
crm demo
[ ]OVERVIEW
✓TASKS
○○CLIENTS
Manager
manager@firm.com
⋮
Accounting profile
Entity type
C-Corporation
Tax ID / EIN
84-1234567
Client code
ACME-001
Filing cycle
Quarterly
Fiscal year-end
Dec 31
Assigned partner
J. Rivera
Billing
$4,500 / qtr · retainer
Status
Active · on track
Services engaged
BookkeepingTaxPayrollAuditAdvisory
Sub-clients & related entities+ add
▾Acme Holdings, Inc.
▾Acme West, LLC
·M. Chen (member)
·Acme Logistics, LLC
·J. Doe (owner)
Upcoming filings
Form 1120 (extended)SEP 15
Q2 941 payrollJUL 31
Open tasks
3 open · 1 blocked — reconcile, 1099 prep, adjusting entries
▦
crm demo
[ ]OVERVIEW
✓TASKS
○○CLIENTS
Manager
manager@firm.com
⋮
search name / code / tax id…
entity: all
cycle: all
+ Add client| CLIENT | CODE | TAX ID | ENTITY | CYCLE | PARTNER | NEXT DUE | ||
|---|---|---|---|---|---|---|---|---|
| ▾ | Acme Holdings, Inc. · 3 sub | ACME-001 | 84-1234567 | C-Corp | Quarterly | J. Rivera | JUN 15 | delete |
| ↳ Acme West, LLC | 84-2000111 | LLC | Quarterly | nested under Acme Holdings, Inc. | ||||
| ↳ Acme Logistics, LLC | 84-2000222 | LLC | Quarterly | nested under Acme Holdings, Inc. | ||||
| ↳ J. Doe (owner — 1040) | •••-••-1234 | Individual | Annual | nested under Acme Holdings, Inc. | ||||
| Northside Cafe LLC | NORTH-002 | 47-7654321 | LLC | Monthly | A. Cole | JUL 31 | delete | |
| ▸ | Rivera Family Trust · 1 sub | RIVRA-003 | 92-5551212 | Trust | Annual | J. Rivera | APR 15 | delete |
| ▸ | Maple Retail Group · 2 sub | MAPLE-004 | 11-2223334 | S-Corp | Quarterly | A. Cole | SEP 15 | delete |
crm demo
Sign in
Email
manager@firm.com
Password
••••••••••••
Sign in
powered by Noth Tech
New client
VARIATION B — wizard✓Identity
2Engagement
3Relationship
4Review
Step 2 — Engagement & cycle
Filing / cycle time
MonthlyQuarterlyAnnual
Fiscal year-end
Dec 31
Assigned partner
select…
Services engaged
BookkeepingTaxPayrollAuditAdvisory
Billing / fee structure
$ amount + retainer / hourly…
next step → relationship: pick parent client (sub-client nesting)
‹ Back
step 2 of 4Continue ›
Results
0 tools
Consolidated into one
0%
Less status-chasing
0%
Deadlines tracked