If you’re an accountant, using OfficeClip CRM can make your work easier. It helps you keep track of your clients and communicate with them better.
Accounting CRM software also helps accountants create reports, invoices, and tax returns. In addition, it works well with other accounting and payroll software to make your work more efficient.
Manage Customer information better
✓ Efficiently handle your clients’ data and assets using a comprehensive software solution
✓ Keep your clients in the loop by sending newsletters directly through the software
✓ Access critical client information from any location with our desktop and mobile app
Seamless Invoice processing
✓ Create Professional Invoices with customizable templates and logos
✓ Deliver invoices via email or in a pdf format
✓ Get paid online with Stripe or Paypal and enjoy quick transfers.
Track work progress
✓ Track your tasks and monitor your time allocation and productivity
✓ Use a timer to capture your task time precisely and automatically
✓ Integrate your timesheet with invoices and streamline the billing process
Share documents with Customer Portal
✓ Deliver tax returns to your clients through a secure portal with encryption and authentication
✓ Enable your clients to upload documents securely and conveniently
✓ Track customer support issues and provide timely and effective solutions
Other benefits
✓ Generate reports to track customer profitability and optimize your services
✓ Track all emails from customer records and stay on top of your communication
✓ Transfer your data to QuickBooks or ADP and simplify your accounting and payroll
Easy to use Interface!
All-in-One solution to grow your business and simplify work process.
Organize client’s data
- Segment contacts using Tags
- Follow-up with client’s using Call list
- Import/Export data with CSV files
Time Tracking
- Record time spent on a client’s task
- Ensures proper invoicing and billing
- Reports for analysis and planning
Calendar Management
- Scheduling meetings and tasks
- Sync events with Google and Outlook
- Create recurring events
Easy to implement and use
Easy Installation
- Install on computer or private cloud
- Set up account online
- Discounts on prepayment
Affordable
- Free Edition available
- Starts at $3/user/month for online version
- Starts at $24/user for one time installation
More features
- Unlimited users and time
- Free upgrades
- Free email support
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