Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Lead management
CRM for Bookkeepers
Most CRMs are built for sales teams. Bookkeepers need something built for practices.
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
A CRM for bookkeepers records every client enquiry, tracks it through to a signed engagement, and keeps client records, AML notes and recurring deadlines in one system — rather than forcing a generic sales CRM to fit a bookkeeping practice. Remindoo is a free CRM for bookkeepers and accountants, free for 60 days, then priced per client with unlimited users.
What does a bookkeeper actually need from a CRM?
A bookkeeping practice needs a CRM that handles leads and proposals like any sales pipeline, but also connects that pipeline to ongoing client work, recurring deadlines and AML records once the client signs.
Generic sales CRMs are built around one-off deals — closing a sale and moving on. Bookkeeping is different: winning the client is only the start, followed by months and years of recurring monthly or quarterly work with its own deadlines and record requirements.
A CRM built for bookkeepers should carry a lead through the pipeline and then hand it straight into ongoing client management, rather than requiring the details to be typed in twice into two separate systems.
Why generic CRMs cost bookkeeping practices leads and time
A small bookkeeping firm signs up to a well-known general-purpose CRM because it's free and well-reviewed. It's genuinely good at tracking a sales pipeline — deal stages, contact history, reminders all work fine.
The problem starts once a lead is won. The CRM has no concept of recurring monthly bookkeeping work, VAT deadlines or AML risk assessments, so the practice ends up re-entering the same client's details into a completely separate practice management tool the moment they sign.
Within a few months, nobody bothers keeping the CRM updated after a client converts, because it's disconnected from where the actual ongoing work happens. The pipeline data quietly goes stale, and the next round of leads gets tracked in a spreadsheet instead.
- Lead tracked in generic CRM
- Client signs
- No link to ongoing bookkeeping work
- Details re-entered elsewhere
- CRM falls out of use
- Leak: Pipeline reverts to spreadsheets
Signs you have this problem
- You're using one tool for leads and a completely separate one for client work
- Client details get typed in twice — once at enquiry, again at onboarding
- Your CRM has no way to track recurring bookkeeping deadlines once a client signs
- AML checks and risk notes live somewhere else entirely, disconnected from the client record
- Nobody keeps the CRM updated once a lead becomes an active client
How to choose a CRM built for bookkeepers: step by step
- 1
Check it handles a lead pipeline properly
Statuses, ownership, notes and reminders on every enquiry, not just a contact list.
- 2
Check it converts a won lead into an ongoing client record
Without re-typing their details into a second system.
- 3
Check it supports recurring work
Monthly bookkeeping, quarterly VAT and annual accounts should generate their own tasks and reminders automatically.
- 4
Check it has AML recording built in
Risk assessment, scoring, notes and built-in digital ID checks on the client record.
- 5
Check pricing scales with clients, not users
A per-client model with unlimited users suits most bookkeeping practices better than paying per seat.
- 6
Test it on a real batch of leads before committing
A free trial period is the only reliable way to know if it fits how your practice actually works.
Why is Remindoo a good CRM for bookkeepers specifically?
Remindoo tracks every enquiry through a full lead pipeline — custom statuses, custom fields for lead source and referrer, round-robin assignment, and a leads overview showing exactly where every prospect stands. Notes and a timeline log every call and email against the lead, so nothing depends on one person's memory. Proposals and letters of engagement can be built from templates and a shared services catalogue, sent by email, and signed electronically, with proposal filters showing everything still unsigned. Once a bookkeeping client signs, converting them into an active client record happens without re-keying anything, and recurring services then generate their own tasks and reminders from internal and external deadlines, with Companies House sync pulling filing dates for limited company clients. Built-in AML lets you record risk assessments and scoring directly on the client file. It's a free CRM for bookkeepers and accountants, free for 60 days, then priced per client with unlimited users — never per seat.
Create and manage leads
Every enquiry captured in one place.
See featureCustom lead statuses and pipelines
Track enquiries through your own stages.
See featureProposals and letters of engagement
Send proposals and engagement letters by email.
See featureFlexible recurrence settings
Weekly, monthly, quarterly or annual cycles.
See featureAML risk scoring and digital ID checks
Risk assessments plus built-in digital KYC, AML and proof-of-address checks.
See featureWhat changes when you fix it?
| Area | Spreadsheets, inbox and memory | With Remindoo |
|---|---|---|
| Lead tracking | Generic sales CRM or spreadsheet | Built-in leads pipeline |
| Winning a client | Re-entered into a separate system | Converted automatically |
| Recurring bookkeeping work | Tracked manually or not tracked | Tasks and reminders auto-generated |
| AML records | Kept separately, if at all | Recorded on the client file |
| Pricing model | Per user, adding up fast | Per client, unlimited users |
| Proposals and letters | Word documents and email chains | Templates, e-signature, one system |
See it working with your own clients
A 30-minute walkthrough using your leads, services and deadlines.
Do bookkeepers need a different CRM to accountants, or the same one?
The underlying needs — a lead pipeline, proposals, recurring work and AML records — are the same, but bookkeepers typically deal in higher client volumes and more frequent recurring cycles, so pricing per client rather than per user matters more.
A bookkeeping practice with 150 small clients on monthly cycles has very different economics to a firm with 40 larger clients on annual cycles. Per-user CRM pricing punishes practices that need several people working the same client base, which is common in bookkeeping. Per-client pricing with unlimited users avoids that penalty.
| Need | Why it matters for bookkeeping |
|---|---|
| Recurring task automation | Monthly and quarterly cycles are constant, not occasional |
| Per-client pricing | Client volume is often higher than in general practice |
| Unlimited users | Several team members often touch the same client |
What's the quickest way for a bookkeeping practice to get started with a CRM?
Import your existing leads and client list, set up a simple pipeline with five or six stages, and run your next month of new enquiries through it before switching anything else across.
- Import lead and proposal history rather than starting from zero
- Set up custom statuses that match your current process, not a generic default
- Build one or two proposal templates for your most common services
- Add recurring services to existing clients gradually rather than all at once
“Automation saves time and no follow-up is missed.”
Frequently asked questions
Is Remindoo really free for bookkeepers?
Yes — it's free for 60 days (two months), after which pricing is per client with unlimited users, never per user seat.
Can a CRM for bookkeepers handle AML checks?
Remindoo records manual risk assessments, scoring and AML notes on the client file. Remindoo also has built-in digital identity verification and AML screening, sent to clients by email, with continuous monitoring available and charged per check.
Will it work for a sole bookkeeper as well as a larger firm?
Yes — the pipeline, proposals and recurring task features scale from a single bookkeeper up to a multi-team practice, since pricing is per client rather than per user.
Does it integrate with bookkeeping software like Xero or QuickBooks?
No — Remindoo is practice management and CRM software, not a bookkeeping ledger, and doesn't integrate with accounting software platforms.
Can it create a letter of engagement quickly for a new bookkeeping client?
Once your services catalogue and template are set up, you can create a letter of engagement in under 30 seconds from that template.
Does it send bulk emails to bookkeeping clients?
Yes — you can send bulk emails to all or filtered clients, personalised with tokens, though not from your own firm's email domain.
Can leads and client records be imported from another system?
Yes — you can import lead and proposal history when moving over, rather than starting your pipeline from scratch.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to best crm for accounting firms.
Last updated: . General guidance, not regulatory advice.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
