For accountants, bookkeepers, and tax advisors
Track Accounting Clients, Tax Deadlines, and Monthly Retainers Without Heavy Software
A clean client manager for accountants, bookkeepers, and tax professionals. Track client tax filing deadlines, monthly retainers, and document statuses in Google Sheets.
See the Template — €39 →Sound familiar?
- ✕ Tax return deadlines get missed when tracking clients across emails and sticky notes
- ✕ Accounting practice management software costs over $100 per user every month
- ✕ Clients forget to submit tax documents, delaying filings and tax return prep
- ✕ You need a quick overview of who has paid their retainer and whose tax return is in-progress
What you get instead
- ✓ Tax deadline radar highlighting upcoming filing dates (Q1, Q2, Q3, Annual)
- ✓ Client document collection status tracker (Pending, Received, Reviewed)
- ✓ Monthly accounting retainer & billing ledger
- ✓ Google Sheets & Excel compatible — no subscriptions, lifetime access
Accountants and bookkeepers don’t build successful practices by wrestling with bloated software. They build them by meeting tax deadlines, delivering reliable financial reporting, and maintaining clear communication with clients.
Practice management platforms cost $1,000 to $3,000+ per year. For solo accountants, freelance bookkeepers, and small accounting firms, these subscriptions eat into your margins.
The ViaSheet Accountant CRM Spreadsheet gives you a clean client database, tax deadline alert radar, document tracking, and retainer ledger in Google Sheets or Excel for a single one-time payment.
Accountant CRM
Track client filing deadlines, document checklists, services contracted, and annual renewals in one spreadsheet. The client management CRM built for sole-practitioner accountants and small CPA firms.
One-time payment · Instant download · Works in Google Sheets & Excel