The Accountant & Bookkeeper CRM Spreadsheet: Client & Tax Deadline Guide
Discover how CPAs, bookkeepers, and tax preparation firms manage client returns, filing deadlines, document collection, and monthly retainers in Google Sheets.
Ready-to-use Google Sheets & Excel CRM templates to manage your sales, clients, and pipeline.
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Browse our CRM templates built for your specific business type — from restaurants to law firms.
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Open in Google Sheets or Excel and start tracking contacts, deals, and follow-ups from day one.
31 Industries
Built for your specific business — not a generic one-size-fits-all tool.
Templates
A complete real estate CRM for agents and brokers. Manage listings, track your buyer and seller pipeline, and close more deals — all in Google Sheets or Excel.
Manage bookings, guest profiles, and room revenue in one professional spreadsheet. Built for hotels, guesthouses, and boutique properties.
Manage customers, reservations, feedback, and suppliers in one spreadsheet. The complete CRM for restaurant owners and hospitality managers.
Testimonials
"I set it up in under an hour and immediately had a clear view of my entire pipeline. Exactly what I needed as a solo agent."
Sarah M.
Independent Real Estate Agent
"We switched from a €60/month CRM to this template and haven't looked back. Everything we need, nothing we don't."
Karim B.
Construction Project Manager
"Managing 12 Airbnb properties was a nightmare until I started using this. The booking calendar alone is worth 10x the price."
Laura T.
Short-Term Rental Host
Why ViaSheet
Everything you need. None of what you don't.
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Discover how CPAs, bookkeepers, and tax preparation firms manage client returns, filing deadlines, document collection, and monthly retainers in Google Sheets.
Discover how short-term rental hosts and property managers track guest reservations, turnover cleaning schedules, direct bookings, and monthly revenue in Google Sheets.
Discover how independent mechanics and auto repair shops track customer vehicles, VIN records, maintenance reminders, and job estimates in Google Sheets or Excel.
Custom Build
We'll build a custom CRM template tailored to your business — delivered in under 48 hours.