Accounting
CRM for accounting firms, with every request in the right department
Your clients send everything to the same WhatsApp: the invoice they did not issue, a new employee's onboarding and a question about the financial statements. Here each request lands in the department that handles it, and the client's history with the firm stays put even when the accountant changes.
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The short answer
A CRM for accounting firms organizes client service by department, with a queue, an owner and a history, and tracks new client acquisition in a pipeline. atendIA does that on the firm's current number, with your whole team at no per-user cost and an integration with your accounting software through the API.
The firm's departments in the WhatsApp menu
When the client writes in, the automatic greeting shows the menu and they pick the team. The payroll request does not get lost among the tax questions.
- Tax: invoices, taxes and filings
- Payroll: hiring, time off, termination and payroll runs
- Accounting: financial statements, trial balance and month-end close
- Entity setup: forming, changing and closing a business
- Sales: people who are not clients yet and want a proposal
What to look for in a CRM for accounting firms
To choose the best CRM for accounting firms, compare how each option handles your daily routine:
| Criterion | WhatsApp on a phone or a spreadsheet | In atendIA |
|---|---|---|
| Client request lands in the right team | Someone reads it and forwards it by hand | Automatic team menu and a queue per department |
| An accountant goes on vacation | Their chats stay on their phone | A stalled conversation goes back to the queue |
| Knowing who answered the client | You have to ask around | A record of who did what in each conversation |
| Client history with the firm | Scattered across several numbers | One history per client, owned by the firm |
| A growing team | More phones and SIM cards | Unlimited team, with no per-user cost |
| Connecting to the accounting software | Copy and paste | Documented API and webhooks, as an add-on |
The client talks to the firm, not to one person
In accounting, the relationship lasts years and goes through several accountants. In atendIA each conversation has an owner, a transfer between departments carries the history along and search finds what was agreed months ago. The document the client sent and the voice note explaining it, with a transcript underneath, sit in the same place. Data is kept separate for each firm and conversations do not train AI models.
Winning new clients in the pipeline
People who want to start a business or switch accountants enter the sales pipeline with the firm's stages: contact, diagnostic, proposal and contract. The diagnostic meeting goes on the accountant's calendar, with no double booking. With the AI on the Essential plan, the question of how much it costs to start a company gets an answer at any hour, within the rules you wrote.
Plans and pricing
Departments, queue, history and the sales pipeline are included from the Basic plan, at $49 a month. The AI that answers at any hour is the Essential plan, at $99. The integration with your accounting software is an add-on on any plan.
See all plansFrequently asked questions
Can it integrate with the system I already use?
Yes. atendIA has a documented API and webhooks for messages, contacts and appointments, available as an add-on on any plan.
Is there a limit on messages or users?
No. Messages are unlimited on every plan, and you add as many users as you need, with no per seat cost.
What happens to my customers data?
It is isolated per company in the database and is never used to train AI models. You can export it or ask for it to be deleted at any time.
Does the client have to pick the department?
On the first message the team menu appears, and their choice sends the conversation to the right queue. If they pick wrong, the accountant transfers it to another department with the history attached.
Do I need a credit card to try it?
No. Signing up only asks for your company details, phone, email and password. The 7 days are free, and billing only starts if you decide to continue. You cancel from the dashboard itself.
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