CRM Software for Accounting Firms: The 2025 Buyer Test

Why most firms think they need a CRM (but really need workflow + CRM)

“CRM software for accounting firms” is a top-searched term because firm owners face constant pressure from missed deadlines, low team visibility and scattered client data. According to the 2024 Accounting Firm Technology Survey reported by Accounting Today, tech-mature firms generate 39 percent more revenue per employee than their peers.

Meanwhile, Thomson Reuters’ Future of Professionals report found that 34 percent of tax and accounting professionals would use AI time savings to improve work-life balance, reinforcing the stress caused by inefficient workflows.

The 2024 CPA.com CAS Benchmark Survey also reported 17 percent median growth among client advisory service (CAS) practices, underscoring how firms that automate and standardize workflows scale faster and more profitably.

What CRM software for accounting firms must do in 2025?

• Centralize every client, service and deadline with audit trails.
• Bulk edit and cascade changes across all future work when tax law or scope changes.
• Expose capacity and progress by team member and service line.
• Automate reminders, dependencies, and recurring schedules without engineering help.
• Give you a pipeline for leads and a pipeline for work because they both matter.
• Keep communication in the same record as the task so no one is digging through inboxes.

The ACCOUNT Scorecard: a 7-step Buyer Test

How Jetpack Workflow fits

Jetpack Workflow is accounting workflow software and a project management tool built specifically for accountants, CPA firms, and bookkeepers. It was created because spreadsheets, generic CRMs, and task apps like Monday.com were not built to solve the real problems accountants face like missed deadlines, recurring work chaos, and poor team visibility.

Jetpack Workflow was built in response to firms saying:

• “Work continuously falls through the cracks.”
• “Legacy accounting applications are clunky and hard to use.”
• “We have no simple way to standardize client work.”
• “I can’t see where we are on tasks across the team.”
• “Recurring work is growing faster than we can hire.”

Firms trying to solve these with Excel, legacy PM software, or “all-in-one” tools end up frustrated. Jetpack Workflow solves the specific operational pain points of accounting teams without overcomplicating your stack.

Where it shines

• Recurring work automation with cascading deadline updates.
• Simple rollout meaning live in days, not weeks.
• Visibility into every client and task, without digging through spreadsheets.
• Workload and deadline tracking that improves work/life balance.

Where it might not fit

• If you want complex quoting, CPQ, or full-blown sales CRM with attribution.
• If you are not in accounting and do not manage recurring client work.
• If you only need lead capture and not actual workflow tools.

Implementation Playbook: 30, 60, 90 days

0–30 days: Map and template

1. List your main services (e.g., monthly bookkeeping, 1040s, payroll).
2. Turn them into templates with steps and due date rules.
3. Import clients and assign services and tags.
4. Build dashboards to show what is due this week and next.

31–60 days: Automate and measure

1. Use automation to generate recurring tasks and reminders.
2. Track completions and staff capacity by role or service.
3. Build saved views for team leads and service owners.

61–90 days: Optimize and scale

1. Update templates based on real completion times.
2. Bulk edit client work when scope or schedule changes.
3. Align sales intake with task creation to cleanly hand off new clients.

FAQs

1. Is Jetpack Workflow a CRM or practice management platform?

It is workflow and project management software specifically for accounting firms. While it has client tracking features, its core purpose is managing recurring work, deadlines, and visibility.

2. What kind of firms use Jetpack Workflow?

Accounting firms, bookkeepers, payroll services, and CAS teams. Most are small to mid-sized firms with lean teams managing hundreds of recurring tasks.

3. Why not just use Asana, Trello, or Monday.com?

Those tools were not built for accounting. Jetpack lets you bulk update deadlines, auto-create recurring work, and view task status per client.

4. Does Jetpack Workflow support team management?

Yes. You can assign tasks, view workloads, set dependencies, and see what each team member is working on at any time.

5. How long does it take to set up?

Firms can launch in days, not weeks. You can start small with one service and scale templates and client lists over time.