US Financial & Professional Services USA

Stop losing good prospects during busy season and stalled advisory work after it

HelloGrowthCRM tracks inquiries, proposals, onboarding, and advisory opportunities alongside the tax and practice software your firm already runs.

Quick answer

Is HelloGrowthCRM tax preparation or practice management software?

No. It does not prepare returns, calculate tax, e-file with the IRS or any state, manage workpapers, run document management, or handle engagement time tracking and work in progress billing. Your tax software and practice management system keep all of that, with the confidentiality and retention controls they already carry. HelloGrowthCRM handles the growth side: inquiries, prospect pipeline, proposals, onboarding follow-up, referral tracking, and advisory opportunities. Connect the two through native connectors, Zapier, or our API.

Outcome-first workflowPer-user pricing that scales with the firm pricingEmail and SMS follow-up

Industry Use Cases

Capture busy season inquiries without relying on message pads

Track advisory opportunities raised during compliance work

Follow up on outstanding proposals automatically

Record which banker or attorney sent each referral

Run onboarding steps for newly signed clients

Review new business pipeline at partner meetings

Why this page exists

A CPA firm has a growth problem shaped by its own calendar. From late January through April 15 nobody has time to answer a new inquiry properly, yet that is exactly when the most prospects call. Partnership and S corporation returns are due March 15, individual returns April 15, and extended returns land on September 15 and October 15. Between those walls sit the conversations that actually grow a firm: an advisory engagement a client mentioned in February, a proposal that was never sent, a referral from a banker that went unanswered for three weeks. HelloGrowthCRM keeps that side visible. Lead capture, a pipeline with your own stages, a proposal builder, automated follow-up, referral-source tracking, and dashboards. Setup takes about 15 minutes.

The boundary is worth stating plainly. HelloGrowthCRM is not tax preparation software, practice management software, or a lodgement or e-filing system. It does not prepare or file returns, calculate tax, manage workpapers, track engagement time and billing rates, run document management, or handle any filing to the IRS or a state authority. Your tax software, your practice management system, and your document portal keep all of that, along with the confidentiality and retention controls that come with it. HelloGrowthCRM handles the growth side: inbound inquiries, prospect pipeline, proposals and engagement quotes, onboarding follow-up, referral tracking, and advisory opportunities that would otherwise stay in someone's head. Connect the two through native connectors, Zapier, or our API, and keep client tax data in the systems built to hold it.

Common search intent

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Why teams evaluating crm for cpa firms want a simpler system

A referral calls the office on March 20. Everyone is heads down on returns. The message gets written on a pad, and the prospect signs with another firm before anyone calls back.

A partner mentions during a February meeting that a client needs cash flow advisory work. Nobody records it anywhere. By June the conversation has evaporated and the engagement never gets proposed.

Proposals get written in a document, emailed once, and never followed up. The firm has no idea how many are outstanding or which of them went cold three weeks ago.

New client onboarding depends on whoever picked up the engagement. Some clients get a clean checklist and a welcome call, others get an engagement letter and then silence for a month.

Partners have referral relationships with bankers, attorneys, and financial advisors, but nobody tracks which relationship produced which client, so those relationships get maintained by habit alone.

Every year the firm plans to grow advisory revenue. Every year busy season consumes the plan, because there is no pipeline showing which advisory conversations are actually still in motion.

Challenge → solution → result

Common CPA Firms problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Inquiries arrive in March when nobody can answerSolution: Lead capture with owner assignment and automated sequencesResult: Prospects stay warm until capacity returns after April

Challenge: Advisory opportunities mentioned once and then forgottenSolution: A dedicated advisory pipeline with stages and ownersResult: Opportunities appear at partner meetings, not in memory

Challenge: Proposals go out and are never chasedSolution: Proposal builder paired with follow-up email sequencesResult: Outstanding proposals visible and pursued on schedule

Challenge: Onboarding quality varies by whoever signed the clientSolution: Onboarding stage with standard follow-up and remindersResult: Every new client gets the same start

Challenge: Referral relationships tracked only by habitSolution: Referral-source tracking with dashboards grouped by sourceResult: Partners know which relationships actually produce clients

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Their workflowHelloGrowthCRM module

Prospect inquiries from the firm website, phone, and messagingLead capture from web forms, phone, and messaging in one place

Moving a prospect from first call to engagement letter signedPipeline stages you name yourself for each service line

Tracking advisory opportunities raised during compliance workA separate advisory pipeline with its own stages and owners

Sending engagement scope and fee proposals to prospectsQuote and proposal builder

Billing for one-off consultations and advisory engagementsBuilt-in invoicing

Following up on proposals that have gone quietAutomated email sequences plus SMS and WhatsApp follow-up

Knowing which banker, attorney, or client sent each referralReferral-source tracking on every contact and deal

Returning calls to prospects while working away from the deskiOS and Android mobile apps with the built-in dialer

Keeping the CRM in step with tax and practice systemsNative connectors, Zapier, and a documented API

Reviewing new business and advisory pipeline at partner meetingsReporting dashboards

Email + SMS follow-up

Follow-up that keeps running while the firm is buried in returns

The problem in a CPA firm is not usually lead volume. It is that January through April leaves nobody free to respond, and by the time capacity returns the prospect is gone. Automated email sequences with SMS and WhatsApp follow-up keep a conversation alive through the crunch without a partner having to remember. The built-in dialer with call recording and AI summaries means a five minute return call still leaves a usable record. After April 15 you pick up threads that are still warm rather than starting over. Check state and federal rules on texting and call recording, and review anything client-facing against your professional conduct obligations.

Best next step

See how email, SMS, tasks, and billing fit your workflow in one demo.

Built for SMS and email follow-up

How it works

Capture inquiries before they go cold

Point your website contact form, main phone line, and messaging at HelloGrowthCRM. Each inquiry lands with a source, an owner, and a timestamp, so nothing depends on a message pad during the weeks when nobody has any spare capacity.

Run separate pipelines by service line

Build one pipeline for tax and compliance prospects and another for advisory opportunities, because they move at completely different speeds. Name stages the way your firm actually works, from inquiry through proposal sent, engagement signed, and onboarding complete.

Send proposals and keep them moving

Use the quote and proposal builder for engagement scope and fees, then let an email sequence follow up automatically when a proposal goes quiet. Invoicing is built in for consultations and advisory work you bill outside your normal practice billing.

Review the pipeline at partner meetings

Dashboards show new business by referral source, proposals outstanding, advisory opportunities in motion, and conversion by stage. That turns growth from an annual intention into a standing agenda item with real numbers attached to it.

Pricing

Per-user pricing that scales with the firm

HelloGrowthCRM is $12 per user per month billed monthly, or $10 per user per month billed annually. A free forever plan is available, which suits a solo practitioner or a firm wanting to trial the pipeline with one partner before rolling it out. Paid seats include the dialer with call recording and AI summaries, lead scoring, email, SMS and WhatsApp sequences, the proposal builder, invoicing, mobile apps, referral-source tracking, and reporting dashboards. Growth Engine managed RevOps is optional and priced separately from seats.

What a CPA firm needs versus what a generic CRM gives you

RequirementHelloGrowthCRMGeneric CRM

Separate pipelines for compliance and advisoryDefine as many pipelines and stages as service lines requireOne preset sales pipeline built for product selling

Follow-up that runs through busy seasonAutomated email, SMS, and WhatsApp sequences on every recordEmail marketing sold as a separate paid module

Proposals and simple advisory invoicesQuote and proposal builder plus invoicing includedProposal tools usually bought as a third-party add-on

Partners logging referrals from their phonesFull iOS and Android apps with the dialer includedMobile apps that often drop the features partners need

A clear line with tax and practice softwareStated plainly: growth only, connected via Zapier or APIOverlapping claims that create duplicate systems of record

Getting started without an implementation projectAbout 15 minutes to a working pipeline, free plan availableMulti-week onboarding that stalls before busy season

Useful next steps

CRM for Accounting Firms

The broader accounting firm view of pipeline, proposals, and referral tracking.

Explore

CRM for Tax Consultants

Lead capture and follow-up built around tax advisory engagements.

Explore

CRM for Bookkeepers

Useful if your firm runs bookkeeping or client accounting services alongside tax.

Explore

RevOps for Accounting Firms

What the managed Growth Engine service looks like inside a practice.

Explore

CRM for Financial Advisors

Context for firms that co-refer clients with wealth and advisory practices.

Explore

US Pricing

Per-seat pricing, the free forever plan, and what each tier includes.

Explore

Frequently asked questions

No. Keep returns, source documents, workpapers, and anything containing sensitive taxpayer information in the systems built and secured for that purpose, including your document portal. HelloGrowthCRM is designed for relationship and pipeline information: who inquired, who referred them, what service they need, what was proposed, and what follow-up is scheduled. Treating it as a document store for client tax records would be a mistake, and your firm's own data policies almost certainly prohibit it anyway.

Busy season is when a firm receives the most inquiries and has the least capacity to answer them. Lead capture puts every inquiry in one list with an owner and a timestamp instead of a message pad. Automated email, SMS, and WhatsApp sequences keep prospects warm without a partner writing each message. After the April 15 deadline you return to a list of live conversations rather than a pile of missed calls nobody logged anywhere.

Yes, and we would recommend it. Run a dedicated advisory pipeline with its own stages, because advisory engagements move on a different rhythm from tax compliance and get crowded out otherwise. When a partner spots an opportunity during a February review, it goes into that pipeline with an owner and a next step. It then shows up at partner meetings instead of disappearing until someone remembers it in the autumn.

Partly, and it is worth being precise about how. HelloGrowthCRM can run the relationship side of onboarding: an onboarding stage in the pipeline, automated welcome sequences, follow-up reminders, and a record of who owns the client. It does not replace your engagement letter workflow, document collection portal, or practice management setup steps. Most firms use the CRM to make sure onboarding actually happens on schedule, while the substantive work stays in existing systems.

Yes. The quote and proposal builder covers engagement scope and fee proposals, and invoicing is built in for consultations and advisory work you bill outside your main practice billing. That said, if your practice management system already handles work in progress, realization, and time-based billing, keep it there. Using the CRM for prospect proposals and simple advisory invoices, while practice management handles recurring compliance billing, is the sensible split.

That depends on how little it asks of them, which is why setup runs about 15 minutes rather than weeks. The mobile apps matter, because a partner is more likely to log a referral conversation from a phone after a lunch than to open a desktop system that evening. Start narrow: one pipeline, one proposal follow-up sequence, and referral-source tracking. Adoption tends to hold when the first version is small.

Growth Engine is our optional managed RevOps service. Our team builds and maintains your pipelines, proposal follow-up sequences, scoring rules, and dashboards, then keeps adjusting them as the firm's service mix changes. Firms without anyone owning business development often prefer that arrangement. It is priced separately from seats and it is entirely optional. Many firms configure everything themselves in a single afternoon, usually in May once the April deadline has passed.

Make firm growth something you can see

Start on the free forever plan, build one pipeline for new business and one for advisory, and point your website form at it. Most firms are running in about 15 minutes. Paid seats are $12 per user per month, or $10 per user per month billed annually.

AI & Intelligence

AI Features Built for CPA Firms

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Voice Agent for Follow-Up

AI calls CPA Firms prospects a day after the first conversation, answers the obvious questions, and books the next step so nobody has to chase manually.

Smart Compose for Client Messages

AI writing assist for inquiry replies, proposal covering notes, and follow-up messages — consistent wording, sent faster.

Automated Follow-Up Sequences

Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open opportunity gets worked until it is won or closed out.

AI Lead Scoring

Rank incoming cpa firms inquiries by value, source, and response speed so the team works the best ones first.

Explore AI Agents

All AI features included on every paid plan. No add-ons.