The Salty CRM · Accountants
The CRM built for accountants.
From the first enquiry to year-end, the Salty CRM turns prospects into clients, automates the chasing, and keeps your practice's pipeline full — built for how an accounting practice actually runs.
Why it fits
Built for the way accountants actually work.
Accounting is a relationship business with a deadline problem. Most of your work is recurring and seasonal, most of your growth comes from referrals and reviews, and most of your time disappears into admin and chasing — documents, signatures, and clients who go quiet right when you need them.
The Salty CRM handles the relationship and the chasing so you can do the work. New enquiries get answered and nurtured automatically, onboarding runs on rails, and the reminders that keep clients compliant go out without you lifting a finger.
Sound familiar?
The work slipping through your accounting practice.
The everyday leaks that cost you clients — and exactly how the CRM plugs them.
Enquiries that sit while you're in the numbers
A prospect fills in your form mid-March and you see it three days later. Instant auto-replies and follow-up keep them warm until you can talk.
Onboarding that eats your week
Engagement letters, document requests, chasing missing info. The CRM automates the back-and-forth so new clients are set up without the admin marathon.
Deadlines that depend on you remembering
Tax time, GST, year-end — automated reminders nudge clients for what they owe you, so nothing's a last-minute scramble.
What it does
Everything your accounting practice needs, in one place.
One platform that catches the lead, wins the review, and gets you paid — no patchwork of apps.
Never miss a lead
Missed-call text-back replies instantly, so a missed call never turns into a lost customer.
Reviews on autopilot
Automated requests turn happy customers into five-star reviews that win you the next ten.
Quote to paid, faster
One pipeline moves every deal from enquiry to quote to invoice — nothing slips through the cracks.
Rebooking built in
Follow-ups and repeat work are scheduled automatically, so revenue keeps coming back.
One inbox
Calls, texts, email and web chat land in one place — answer from your phone or your desk.
See what's working
Dashboards show where your leads come from and what they're worth, in plain numbers.
Questions
Accountants, answered.
Yes. Starter is built for solo and small practices that want to run it themselves; Pro and Elite are set up for you if you'd rather we did the build.
That's the point. The CRM keeps every recurring client on file and triggers reminders and check-ins automatically around tax time, GST and year-end.
No — it sits alongside it. Your ledger and tax tools do the numbers; the CRM handles leads, onboarding, follow-up, reviews and client communication.
Built for every business
Other professions we build for.
See the CRM on your accounting practice.
Book a 20-minute demo and we'll show you exactly how it would run your day.