Client Management

Complete Client Lifecycle Management

From initial prospect contact to long-term client retention, manage every aspect of your client relationships with powerful CRM tools built specifically for accounting practices. Start Free Trial Watch Demo

Complete Client Lifecycle

Manage clients from first contact through long-term relationships with automated workflows for each stage.

Prospect Initial contact and qualification * Lead capture from website forms * Automated qualification scoring * Follow-up task automation * Proposal generation tools Onboarding Converting prospects to active clients * Digital engagement letters * Automated document collection * Welcome workflow sequences * Team assignment and setup Active Client Ongoing service delivery * Service delivery workflows * Communication tracking * Project management tools * Regular check-in scheduling Renewal Client retention and growth * Automated renewal reminders * Service expansion recommendations * Satisfactio…

Powerful Features for Client Success

Everything you need to build stronger client relationships and grow your practice. Complete Client Database Centralized repository for all client information including contacts, documents, communications, and project history. * 360-degree client view * Contact hierarchy management * Custom field configuration * Advanced search and filtering Automated Onboarding Streamlined workflows that guide new clients through the entire onboarding process automatically.

* Reduce onboarding time by 75% * Standardized process across team * Automated document requests * Digital signature collection Client Portal Branded self-service portal where clients can access documents, submit information, and track project progress. * Secure document sharing * Real-time project updates * Self-service capabilities * Mobile-friendly access Communication Hub Centralized communication tracking with email integration, call logging, and meeting scheduling.

* Complete communication history * Email integration and tracking * Automated follow-up reminders * Meeting notes and recordings Client Analytics Detailed insights into client profitability, service utilization, and relationship health. * Profitability analysis per client * Service utilization tracking * Retention risk identification * Growth opportunity insights Relationship Management Tools to nurture client relationships and identify opportunities for service expansion. * Relationship health scoring * Upsell opportunity tracking * Satisfaction monitoring * Referral management

Madison Tax Advisors

12-person firm hallenge Inconsistent client onboarding, lost documents, and poor client communication leading to 25% client churn Solution Implemented Assist ERP's Client Management with automated onboarding and client portal Results Achieved 89% Reduction in onboarding time 95% Client satisfaction score 8% Client churn rate (down from 25%) $240K Additional revenue from retained clients

Seamless Integrations

Connect with the tools you already use to create a unified workflow. QuickBooks Sync client data and financials Xero Real-time accounting integration Outlook Email and calendar sync DocuSign Electronic signature workflow

Ready to Transform Your Client Management?

Start building stronger client relationships today with our comprehensive client management tools.