Without a CRM, client onboarding, tax-season follow-ups, and year-round engagement live in email threads—and things fall through.
$4.45M
Average SMB data breach cost
$100K
PIPEDA fine per violation
3 hrs/client
Manual onboarding time saved
67%
Firms use insecure document exchange
Accounting & Bookkeeping face three specific risks that make managed crm critical—not optional.
T4s and financials via email
SINs, bank details, and CRA data are sent unencrypted daily. Each email is a compliance violation and a breach waiting to happen.
Legacy desktop software
Sage 50 is end-of-life, QBO Desktop is being discontinued. Running outdated software means running unpatched vulnerabilities.
No secure client portal
Clients email documents back, creating uncontrolled copies on personal devices, personal email accounts, and unknown servers.
We understand accounting & bookkeeping’ specific challenges and compliance requirements.
You hold the most sensitive personal data that exists—SINs, income, assets, and CRA correspondence.
Older accounting platforms lack modern security controls and receive no patches for new vulnerabilities.
Document transfer via email creates uncontrolled copies and violates PIPEDA security requirements.
Volume spikes during filing season make it harder to spot phishing and social engineering attacks.
Four components that protect and optimize your accounting & bookkeeping practice.
Full CRM setup, data migration from spreadsheets or legacy systems, and team training.
Automated follow-up sequences, reminders, and lead nurturing—nothing falls through the cracks.
Real-time pipeline visibility, conversion tracking, and monthly performance reports.
We run your CRM so you don’t have to—updates, integrations, and user support included.
$395/mo
Everything included. No surprises. Cancel anytime.
Start Your 30-Day Trial90-day satisfaction guarantee. PIPEDA-compliant.
Get your free Accounting & Bookkeeping Managed CRM assessment. We’ll show you exactly what’s at risk and how to fix it.
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