The Accountant CRM
Built for tax season — and the other 9 months.
Onboard new clients faster, track every deliverable, and stay engaged year-round — not just January through April. Stop letting clients ghost you between filings.
No contracts · Cancel anytime · Live in 7–14 days
Inquiry. Engagement. Year-round client.
Stop letting January 30 inquiries get lost in tax-season triage. Every prospect gets a fast professional response — and existing clients hear from you the other 11 months too.
Tax-season inquiries, handled
Web forms and referrals auto-acknowledge in seconds and route to a discovery-call booking link — even when the office line is 12 calls deep.
Off-season nurture that retains clients
Quarterly tax-planning check-ins, mid-year reviews, year-end estimated-tax reminders — automated touches that earn renewals.
Advisory upsells that do not feel salesy
Educational sequences about advisory, bookkeeping, and entity planning tee up natural conversations beyond the 1040.
Built for the way you actually grow a firm
We talked to CPAs and bookkeepers about where new-client intake stalls and how relationships fade post-filing — then built Tegrity Connect to fix both.
Client intake without the email chase
New leads land in one inbox with an instant reply, an intake form, and a path to a scheduled discovery call. No more docs sitting unsigned for two weeks while the prospect goes cold.
Year-round engagement, not just tax season
Automated quarterly check-ins, mid-year tax planning reminders, and life-event triggers (new business, big purchase) keep clients engaged so they don't shop you when next April rolls around.
A real team behind you
"Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything." — Basia Kost, small business owner. Business plan customers get 24/7 chat support.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Everything you want to know before you switch
Yes. Tegrity Connect plays nicely with QuickBooks, Xero, Drake, Lacerte, and most modern accounting and tax platforms. We focus on lead capture, client intake, and year-round communication; you keep your tax prep software where it is.
New leads get an instant text response, a link to your intake form, and a calendar to book a discovery call — all without you lifting a finger. Documents get tracked against each client record so nothing falls through the cracks.
Yes — this is where most CPAs see the biggest payoff. Automated quarterly check-ins, mid-year tax planning reminders, and life-event nudges keep clients warm so they don’t shop firms when April rolls around. Retention is way cheaper than acquisition.
Yes, and we mean it kindly. The $175 onboarding gets you a real human walking you through SMS, domain setup, integrations, and the client-engagement workflows your firm runs. You launch confident, not lost.
Business plan customers get 24/7 chat support — important during tax season when the workflow questions don’t wait. Starter plan customers can email anytime. Basia Kost, a customer of ours: “Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything.”
Yes — see law firms, insurance agents, and mortgage brokers, who run similar intake-driven workflows.
Win more clients. Survive busy season.
Drop your email and we will show you exactly how Tegrity Connect runs your firm — or book a 20-minute demo with our team.