Unboxx builds, connects and automates CRM systems for accounting firms. Your practice gets one record of every lead, referral, client and engagement — linked to the accounting software your team already runs.
CRM for accounting firms is a client relationship management system configured around how a practice works, rather than around a generic sales cycle. It holds prospects, referral sources, clients, contacts, related entities, service engagements, communication history, documents and fees in one connected record set.
In a standard sales CRM, the central object is a deal that closes once. In an accounting practice, the central object is client engagement — a contracted scope of work with a fiscal period, a due date, a responsible partner and a fee basis. That difference matters because accounting revenue is recurring and deadline driven: a 1040 client returns every January, a monthly bookkeeping client renews quietly, and an audit client has a statutory filing date that will not be removed.
Unboxx is a CRM service provider, not an accounting firm. Your team handles tax, audit, bookkeeping, payroll and advisory work — Unboxx handles the CRM behind it: consulting, implementation, customization, integration, automation, migration, optimization and support.
Client relationships, referrals and recurring engagements outlive any single tax return, and no mailbox or spreadsheet keeps that history intact. Partners hold the context personally, so the firm loses it when they retire, take leave or move on.
Capture and qualify new business, including the referrals that bring most work through the door
Hold one client record any staff member can open — entity structure, contacts, services and history
Trigger the follow-ups, reminders and onboarding steps staff currently run from memory
Report on pipeline, service mix, client value and workload so partners decide with numbers
Your firm can run all four without adding headcount. Unboxx configures the CRM so the system carries the administrative load, and your accountants spend their hours on client work rather than status chasing.
Referrals arrive in a partner's inbox, and nobody tracks the source, the follow-up or the outcome.
Proposals and engagement letters stall unsigned, so work starts before scope and fee are agreed.
Client data sits in QuickBooks, tax software, a shared drive and three different spreadsheets.
Deadlines for extensions, quarterly estimates and sales-tax filings depend on one manager's tracker.
Existing tax clients never hear about advisory, payroll or CFO services — nobody can segment the base.
A CRM was bought, configured for a sales team, and abandoned by accountants who saw no fit.
If your firm recognizes three or more of these, the fix is usually configuration, integration and automation on a platform you already pay for.
A CRM tracks the parties, work and money that make up a client relationship. Unboxx configures these ten objects, and the links between them, during implementation.
How the records connect: a referral source refers a prospect; the prospect becomes an opportunity, the opportunity converts to a client and an engagement, and the engagement carries its own tasks, documents, deadlines and invoices — the chain that makes reporting possible.
| OBJECT | WHAT YOUR FIRM STORES AGAINST IT |
|---|---|
| Client | Entity type, fiscal year end, status, risk rating, serving office and industry tags |
| Contact | Owner, officer, beneficial owner, spouse or signer — role, channel, primary flag |
| Related entity | Parent, subsidiary and commonly owned links, so a group rolls up together |
| Prospect & referral source | Pre-client leads, plus the CPA, attorney or banker who referred them |
| Opportunity | New or expanded work, with owner, stage, value and expected close date |
| Engagement | Tax, audit, bookkeeping, advisory or payroll scope, fee, billing basis, recurrence |
| Task & communication | Calls, emails, meetings and reminders, assigned with a due date |
| Document | Source files, work product, engagement letters — tagged by tax year, confidentiality |
| Staff member | Partner, manager, senior, staff or admin — role, assignment, workload |
Unboxx builds and manages CRM systems on three platforms — Odoo, Salesforce and HubSpot.
An audit of service mix, client segments, current software and reporting gaps, returned as a platform recommendation, data model and phased roadmap.
Client and contact records, engagement tracking, pipeline stages, record layouts and permissions by role — configured before any user logs in.
Custom objects and properties for engagements, filing deadlines and fiscal periods, calculated fee fields, and custom record cards for partners.
Connects the CRM to QuickBooks Online, Xero and Microsoft 365, so client, invoice and email data stay consistent across systems.
Field mapping, deduplication, cleansing, staged test loads and reconciliation before go-live, plus ongoing import and export routines.
Workflow, email, task and follow-up automation, plus AI for call summaries, email drafting, document classification and lead scoring.
Unboxx also trains your team by role, documents the processes, then stays on after launch — support and optimization matter most in the first filing season after go-live.
Every enquiry lands in one pipeline with an owner and a next step. Website forms, phone enquiries and email connect to the CRM, and the referral source is recorded on each lead.
When a proposal is accepted, the CRM creates the client record, assigns onboarding tasks, requests the documents your team needs, and notifies assigned staff automatically.
After onboarding, the client record keeps contacts, entity structure, service history, communication logs, documents and renewal dates in one place — any staff member covering that client opens one screen rather than asking a partner.
Outlook or Gmail connect for two-way email sync, calls and meetings log against the client record, and the CRM automates the messages your firm sends on a fixed cadence.
Document requests, deadline reminders, onboarding sequences, invoice follow-ups, annual renewal notices and tax update newsletters — segmented by service line, entity type or industry.
Segmentation by service, entity type, fee band and industry identifies tax clients ready for advisory, payroll, CFO or valuation support — for targeted campaigns instead of ad hoc conversations.
Pipeline management gives partners a weighted forecast, stage-by-stage conversion rates, and a clear view of proposals waiting on a signature.
The CRM stays the relationship layer, connected to the systems that already hold your production data — using client and invoice IDs as the join key.
| SYSTEM TYPE | APPLICATIONS | WHAT MOVES BETWEEN SYSTEMS |
|---|---|---|
| Accounting software | QuickBooks Online, Xero, Sage | Customers, invoices, payments, receivables ageing |
| Email & calendar | Outlook, Gmail, Microsoft 365, Workspace | Two-way email sync, meetings, calls, contacts |
| Document management | SharePoint, Google Drive, SmartVault, ShareFile | Files, folders, tax year tagging, access permissions |
| E-signature | DocuSign, Adobe Sign | Proposal and engagement letter status |
| Practice management | Karbon, Canopy, TaxDome, Jetpack Workflow | Jobs, tasks, due dates, client records |
| ERP & finance | NetSuite, Dynamics 365, Sage Intacct | Multi-entity revenue, billing, finance reporting |
| Marketing & forms | Website forms, landing pages, email tools | Leads, campaign source, subscriber lists |
| Payments & billing | Stripe, Bill.com | Invoice status, payment method, collections |
QuickBooks integration is the request Unboxx receives most often from accounting firms. It puts fee history, open invoices and client value on the same screen as the relationship, so partners stop opening two systems to answer one question.
Unboxx automates the administrative work that sits around professional judgement — never the judgement itself. Your accountants still prepare the return, sign the audit and advise the client.
Call and meeting summaries written to the client record, email drafting in your firm's tone, document classification, data extraction, lead scoring and predictive churn signals — every workflow scoped against your firm's confidentiality rules first.
Lead capture with assignment by service or location
Follow-ups for prospects and unsigned engagement letters
Client onboarding, welcome emails, task lists, document requests
Document chasing with escalating reminders
Recurring engagement and deadline records per fiscal period
Task creation and assignment as engagements move stage
Invoice reminders and payment follow-ups after delivery
Renewal and re-engagement campaigns for dormant clients
Revenue by service line, weighted pipeline, top clients by value, accounts with no recent contact
Lead volume by source, referral performance, proposal win rate, cross-sell into advisory
Engagements by status and due date, overdue tasks, work awaiting review, unassigned work
Service history, communication activity, open items, renewal dates, fee history
Where your firm reports at board level, Unboxx pushes CRM data into Power BI, Looker Studio or Tableau rather than rebuilding the numbers by hand.
Role-based permissions by office and client
Field-level masking for tax ID numbers
Confidentiality levels on documents
Audit trails on changes, exports and integrations
Data retention, secure portals, data residency
Where your firm carries AML or KYC obligations, Unboxx adds the fields and checks the process needs — beneficial ownership records, client risk ratings and engagement acceptance steps. The CRM records and prompts the checks; your firm makes the professional judgements.
Platform selection comes out of the consulting stage, based on your firm's size, service mix, integration needs and budget.
| PLATFORM | WHERE IT FITS | WHAT TO WEIGH |
|---|---|---|
| HubSpot | Firms wanting marketing, sales and service in one platform | Custom objects and deeper reporting sit in higher tiers |
| Salesforce | Multi-office and larger firms needing heavy customization | Longer build; platform needs an internal or external owner |
| Zoho CRM | Cost-sensitive firms wanting broad, flexible functionality | Suite-wide adoption takes discipline to keep data clean |
| Pipedrive | Smaller practices focused on pipeline and referral tracking | Lighter on document handling and client service features |
HubSpot stores files against contact, company, deal and custom object records. Unboxx extends it with custom engagement objects and tax-year properties, integrating SharePoint, SmartVault or ShareFile where retention rules require a dedicated document system.
Small and bookkeeping practices usually need pipeline tracking, client records, email automation and a QuickBooks connection — the lower tiers of HubSpot, Zoho and Pipedrive all support this. Larger, multi-office firms tend toward HubSpot Professional or Salesforce.
Unboxx phases delivery around filing deadlines, so your firm is never mid-migration during peak season.
Reviewing your service mix, current software, team structure and the problems your firm wants to solve.
A platform recommendation, data model, workflow map, integration list and phased plan before any build starts.
Configuring records, pipelines, permissions and custom objects, then connecting your accounting and communication tools.
Client data moves across with cleansing and reconciliation, then workflow, email and task automations go live.
Training each role, supporting the first busy season, then reviewing adoption and refining the configuration.
Generic CRM projects fail at the point where accounting practice structure matters most. Unboxx builds engagements, filing periods, referral sources and entity relationships — rather than a sales funnel borrowed from another industry.
Unboxx works with accounting and tax businesses of every size, from solo practices to multi-office firms — any firm that manages recurring client relationships, wins business through referrals, runs deadline-driven services, and needs client data connected across accounting, email and document systems.