The Modern CRM for
Accounting Firms
Streamline client management, automate workflows, and grow your practice with the all-in-one platform built specifically for accountants.
Everything you need to manage your practice
Powerful features designed specifically for accounting workflows
Client Management
Complete client profiles, KYC tracking, and health scores
Document Portal
Secure document sharing, e-signatures, and version control
Invoicing & Payments
Professional invoices, recurring billing, and payment tracking
Task Management
Deadlines, time tracking, and team workload management
Analytics Dashboard
Real-time insights, profitability reports, and KPIs
Tax Compliance
Filing deadlines, status tracking, and compliance alerts
AI Powered
Meeting summaries, sentiment analysis, and smart suggestions
Client Portal
Self-service portal for clients to upload docs and view status
10,000+
Active Users
500+
Accounting Firms
99.9%
Uptime
24/7
Support
Ready to transform your practice?
Join thousands of accounting professionals using Stitch CRM