SmartContact for accountants

A simple CRM for accountants and bookkeepers

Turn enquiries into engagement letters, keep onboarding on track, and see which services each client buys so you can offer the next one.

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Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Enquiries peak around year end and the self-assessment deadline, then get forgotten.
  • Onboarding a new client (ID checks, engagement letter, authorities) has many steps and many chasers.
  • Partners can't see at a glance which clients might want payroll, VAT or advisory work.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for accountants:

  1. Enquiry
  2. Fee quote sent
  3. Engagement letter sent
  4. ID and AML checks
  5. Client (Account)
  6. Lost

Lead sources worth tracking: Client referral, Website enquiry, Banker / solicitor referral, Local business event, Directory listing.

Custom fields to add

  • Year end: plan work and contact clients before their deadline
  • Services taken: bookkeeping, payroll, VAT, annual accounts, advisory
  • Company number: fill company details from Companies House in one click
  • Fee (monthly): see recurring fees per client and in the pipeline

How accountants use SmartContact

Companies House lookup

Type a company name or number and SmartContact fills the registered name, company number, registered office and SIC codes, so new records are right first time.

Onboarding as tasks

Create the onboarding tasks (ID check, engagement letter, HMRC authority) with due dates on the client record, or set an automation to add them when a lead reaches 'Engagement letter sent'.

GDPR tools built in

Export or erase a person's data on request and keep consent history for marketing, which matters when you hold client personal data.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which clients have a year end in the next two months and no task booked?"
  • "Show leads who were sent a fee quote more than a week ago and haven't replied."
  • "Add a task to chase the engagement letter for Smith Plumbing Ltd on Monday."

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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