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.
What's Included
- Client database with services contracted and fee structure
- Filing deadline tracker per client with colour-coded alerts
- Document received checklist per engagement
- Annual renewal and engagement letter tracker
- Revenue forecast by client and service type
- Referral source attribution
- Capacity and workload dashboard by deadline period
- Lifetime updates
The Accountant CRM tracks the one thing that makes client relationships work in accounting: deadlines and documents. Know which clients have sent their records, whose filing date is coming up, and who hasn’t renewed their engagement for next year — before any of these become problems.
This is a client relationship tool, not a bookkeeping tool. For managing your clients, not your numbers.
Why a Spreadsheet CRM?
Practice management software like Karbon, TaxDome, or Canopy costs $35–$75/month per user. For sole practitioners and small firms managing 50–250 clients, this template gives you the deadline visibility and client relationship overview you need — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Deadlines this month, documents outstanding, renewals due, total fee income |
| Clients | Client database with type (individual/business), services, fee, and status |
| Deadlines | Filing deadline calendar per client with 60/30/14-day colour alert system |
| Documents | Per-client document checklist: requested, received, and outstanding items |
| Engagements | Annual engagement letter status: sent, signed, or not yet renewed |
| Referrals | Referral source log with attribution per new client |
| Revenue | Annual fee income by client and service type with growth year-on-year |
Who It’s For
- Sole-practitioner accountants managing 50–250 individual and business clients
- Small CPA firms wanting shared visibility on client deadlines
- Tax advisors and bookkeepers managing their own client portfolio
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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