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🎉 The bOOKKEEPER & ACCOUNTANT CRM is here!

From Lead-to-Paid, automate with intelligent workflows built for accountants.

Build unstoppable growth with clear pipelines, automated follow ups and real-time insights connected to your proposal-to-billing workflow.

Keep every client touchpoint aligned to reach your firm’s goals.

the future of firm flow

Your entire sales-to-close workflow,
finally connected.

The new AccountGroove CRM connects lead tracking, nuturing, proposals, and payments in one intuitive system that keeps your firm organized and your clients cared for.
Step 0
1
Manage Contacts
Capture leads with high-converting pages, smart forms, and campaigns that position your firm as the go-to expert and schedule consultations effortlessly.
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2
Track Pipeline
Visualize every lead and deal in customizable pipelines so you can track progress, forecast revenue, and never miss a follow-up.
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3
Templated Workflows
Automate texts, emails, and workflows to nurture leads and clients with custom templates built and proven to convert for accounting firms.
Step 0
4
Connect Sales-to-Close
Streamline your entire client journey for a seamless flow from first contact to paid invoice.
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Capture leads with high-converting pages, smart forms, and campaigns that position your firm as the go-to expert and schedule consultations effortlessly.
Step 0
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Visualize every lead and deal in customizable pipelines so you can track progress, forecast revenue, and never miss a follow-up.
Step 0
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Automate texts, emails, and workflows to nurture leads and clients with custom templates built and proven to convert for accounting firms.
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Streamline your entire client journey for a seamless flow from first contact to paid invoice.

the future of firm flow

Your sales-to-close workflow, finally connected in one place.

Our new AccountGroove CRM connects marketing campaigns, lead tracking, proposals, and payments in one intuitive system.
Marketing Done-for-You
Marketing setup with ready campaigns and content that helps accounting firms attract ideal clients consistently and easily.
Templated Workflows Built for Firms
High-converting templates built for accountants including marketing funnel strategies, forms, newsletters and campaigns to achieve your firm's goals.
Track Leads & Clients
Track every lead clearly with one view that shows statuses, improves follow up, and helps accountants convert prospects more reliably.
Automate Lead-to-Close
With one system automate lead-to-close that syncs clients, pipelines, marketing and sales to convert leads and nurture clients seamlessly.

Streamline your lead-to-close tech stack

Replace Fragmented Tools With One Connected Platform

Most firms use too many apps, AccountGroove unifies your entire marketing and sales efforts so your team works smarter.

Say goodbye to the tools that never served your firm.

Do your marketing, sales and client nurturing feel disconnected? Simplify by uniting them in one platform.
  • Tools that duplicate the same job.
  • Features your team barely uses.
  • Tools that make client delivery more complex and disconnected.
  • Plus all the small apps that add up over time.

Consolidate with confidence and get back to running a focused, profitable firm.

The all in one sales-to-close platform to grow your firm.

AccountGroove helps you run your firm the way you already wish your tools worked.
  • Keep leads, campaigns, proposals, and billing in one place.
  • Standardize how your team handles sales, marketing and landing clients.
  • Close more ideal clients with less back and forth.
  • Deliver a smoother, more premium client experience.

See how much easier your sales and marketing operations feel when everything is connected.

how we stack up

Simplify Your Stack & 
Amplify Your Close Rate

Features
Replaces
Other Tools
CRM & Pipeline Management
$99/Monthly
Unlimited Sales Funnels
$297/Monthly
Marketing Templates Built for Accountants
$500/Monthly
Workflow Automations
$169/Monthly
Email Marketing & Newsletters
$99/Monthly
2-Way SMS Marketing
$99/Monthly
Forms & Surveys
$49/Monthly
Calendar & Scheduling Automation
$29/Monthly
Products
$99/Monthly
Tracking & Analytics
$299/Monthly
Unlimited Users
$250/Monthly
Total
$1,989/Monthly
$97/Monthly

Our users' wins say it all.

"AccountGroove has been a game-changer for Stratego Intel Consulting. From our very first engagement, their team took a deep, consultative approach—analyzing our full sales-to-close process and delivering strategic improvements that dramatically enhanced our client experience. Their ability to bridge strategic foresight with tactical execution is rare in the marketplace. As a consulting firm deeply focused on empowering businesses with AI, financial optimization, and digital transformation, we especially appreciate their operator mindset and commitment to helping businesses scale intelligently. I've had the pleasure to have white glove treatment from Irene, Co-Founder and CEO of AccountGroove, and I've been highly impressed, and so thankful."

Albert Ramos Jr.
Fractional CFO, Stratego

"I can’t say enough good things about the AccountGroove team, their support really is unmatched. On one of our early calls, they recommended a new pricing approach tailored to my services. I implemented their tiered pricing strategy and, on my very first proposal, confidently upsold a premium tier. Just like that! The mindset shift around pricing, combined with the flexibility of their billing schedules and fast payouts, has been a game-changer. I love how everything works seamlessly and how the team’s passion is clearly built into the platform itself."

Samantha Musser, CPA
Owner, Chime CPA

"AccountGroove has been a game-changer for my firm. It’s not just billing software, it's a true partner. From prepping for prospect calls to crafting customized proposals, they’ve gone above and beyond. What stands out most is how supported I feel. It’s rare to find a platform that actually cares about your growth and keeps you in the loop every step of the way."

Sarah Foster
Bookkeeper, Accurate Books Solutions

"I enjoy using the platform and It has made sending contracts and proposals easier. I enjoyed working with Irene in the beginning to set up my company profile and templates. The team was helpful and reassuring as I navigated this big business change."

Danya Marhamo, CPA, MSA
Tax Specialist, Marhamo Tax Advisor

"The proposals AccountGroove delivers are next level. Every client has complimented how professional they look—and not once have they questioned delivery or structure. What really surprised me was how seamlessly the proposals tied into the rest of my sales and billing process. Until you experience it yourself, it’s hard to grasp just how much time and friction they help remove."

Aurelien Scagnolari
Founder, CURAT—D

"Working with the AccountGroove team has been one of the most supportive experiences we've had. Their billing and payment turnaround is among the fastest we've seen, but what truly stands out is how deeply they understand the needs of service providers. While other platforms can feel cold and transactional, [sensitive content hidden] have redefined what real support looks like, offering powerful features and building the future of proposals and payments!"

Sophia Kelly
CEO & Founder, Tharos Global

"Easy to use with flexible billing arrangements. For our firm, we offer services to multiple countries, so cross-border payments are a necessity. AccountGroove has that buttoned down. Additionally, variable payment schedules make selling packages easier without worrying about tracking when payments are due. Manual and automatic payments are game-changing—no more following up on outstanding payments. Outstanding support!"

Mark Stovel, CPA
CEO & Founder, FirmNexus

"Over the years we’ve been consistently impressed by the quality of the product and the outstanding support from the team. The platform’s automation of bill collection has completely eliminated our accounts receivable headaches. Plus including additional service options like bookkeeping in our proposals, even if they weren’t mentioned in the discovery call, has really boosted our cash flow and made operations so much smoother for us."

Timothy Horning, CPA
Corporate Partner, Medina Horning & Kruse LLP

"Allowing your leads and clients to select a package set of services is a game charger. We use to send multiple engagements back and forth that weren't ideal for our sales process. The product is well designed without unnecessary features keeping the process very straightforward compared to its competitors. Once we uploaded all proposals we just monitored our billing and watched the payments come through!"

Nevada Ryan
Tutor & President, The New Education Initiative

"An amazing team with extensive experience in this field. The tech is a joy to use, and they are highly responsive to our requests. I can easily see them becoming a top platform. How the proposals are set up to drive more sales and the amount of time it saves our team. Once you automate your billing flow you’ll be shocked how much time is wasted billing manually that could be used to create revenue."

Daniel Tobon, CISSP
Founder & Technology Strategist, TSquared

Get Lead-to-Paid automation with our CRM add-on

CRM Essentials

$97 / month
+ $497 Implementation Fee
EARLY ACCESS PRICING, 30% OFF LOCKED IN UNTIL DEC 31, 2025
Save 17% billed annually
A complete, pre-populated sales and marketing suite built for accounting firms. Automate sales, filter ideal clients and connect your lead-to-paid workflow seamlessly.
Get Started →
Key Features
CRM & Deals Pipeline - Track leads, manage opportunities and link proposals in one place.
Unlimited Sales Funnels - Automate deal creation & customize pipeline stages
24 Months of Pre-Loaded Templates - Proven emails, follow ups, automations & campaigns
Email & 2-Way SMS Marketing - Automate, personalize outreach & nurturing sequences
Smart Forms - Branded forms you can send or embed with automated data collection
Calendar Scheduling Automation - Book meetings with clients & team
Tracking & Analytics – Know what’s working across your pipeline and marketing
Unlimited Users – Add your whole team at no extra cost

CRM Essentials

$81 / month
+ $497 Implementation Fee
EARLY ACCESS PRICING, 30% OFF LOCKED IN UNTIL DEC 31, 2025
Save 17% billed annually
A complete, pre-populated sales and marketing suite built for accounting firms. Automate sales, filter ideal clients and connect your lead-to-paid workflow seamlessly.
Get Started →
Key Features
CRM & Deals Pipeline – Track leads, manage deals & link proposals to deals all in one place
Unlimited Sales Funnels – Automate deal creation & customize pipeline stages
24 Months of Pre-Loaded Templates – Proven emails, follow ups, automations & campaigns
Email & 2-Way SMS Marketing – Automate, personalize outreach & nurturing sequences
Smart Forms – Branded forms you can send or embed with automated data collection
Calendar Scheduling Automation – Book meetings with clients & team
Tracking & Analytics – Know what’s working across your pipeline and marketing
Unlimited Users – Add your whole team at no extra cost

Frequently Asked Questions

Is there an education discount?

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Can I add seats to Starter?

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When does the beta end?

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Do you have more questions?
Get in touch →

Our users' wins say it all.

"Easy to use with flexible billing arrangements. For our firm, we offer services to multiple countries, so cross-border payments are a necessity. AccountGroove has that buttoned down. Additionally, variable payment schedules make selling packages easier without worrying about tracking when payments are due. Manual and automatic payments are game-changing—no more following up on outstanding payments. Outstanding support!"

Mark Stovel, CPA
CEO & Founder, FirmNexus

"Over the years we’ve been consistently impressed by the quality of the product and the outstanding support from the team. The platform’s automation of bill collection has completely eliminated our accounts receivable headaches. Plus including additional service options like bookkeeping in our proposals, even if they weren’t mentioned in the discovery call, has really boosted our cash flow and made operations so much smoother for us."

Timothy Horning, CPA
Corporate Partner, Medina Horning & Kruse LLP

"Allowing your leads and clients to select a package set of services is a game charger. We use to send multiple engagements back and forth that weren't ideal for our sales process. The product is well designed without unnecessary features keeping the process very straightforward compared to its competitors. Once we uploaded all proposals we just monitored our billing and watched the payments come through!"

Nevada Ryan
Tutor & President, The New Education Initiative

"An amazing team with extensive experience in this field. The tech is a joy to use, and they are highly responsive to our requests. I can easily see them becoming a top platform. How the proposals are set up to drive more sales and the amount of time it saves our team. Once you automate your billing flow you’ll be shocked how much time is wasted billing manually that could be used to create revenue."

Daniel Tobon, CISSP
Founder & Technology Strategist, TSquared

Accelerate cash flow and maximize revenue!

"AccountGroove’s pricing strategy recommendations gave me a whole new level of confidence in my services. The ability to easily upsell without feeling pushy has helped me increase average client value significantly.

Samantha Musser, CPA
Owner, Chime CPA

Trusted by businesses like yours.

5/5 on Capterra
5/5 on SA