The Ultimate CRM for Accountants
The Ultimate CRM for Accountants
Enhance client retention and streamline interactions with our all-in-one Client Relationship Manager, centralizing your firm’s sales, marketing, and communication tools into one convenient platform.
INTRODUCING
Appointment Booking System
Streamlined Scheduling for Accountants
Easily manage your scheduling with our intuitive appointment booking system. Designed to streamline the booking process for your accounting firm.
ePlatform Replaces:
Calendly
Acuity Scheduling
Zapier
Twilio
Here's what you get:
Allow clients to book various types of meetings online from your website or by sending a link.
Sync with Google, iCal, and Outlook calendars to avoid double bookings.
Send automated reminders to clients about their appointments.
Reduce scheduling conflicts and improve time management.
Included in Accountants Plan
Requires ePlatform Software: $297/month
INTRODUCING
Lead Qualification System
Smart Lead Management & Screening
Simplify and enhance your lead qualification process with our intelligent discovery system. Designed to ensure you onboard the right clients, this system streamlines the initial consultation and discovery phases with conditional logic and automated routing.
ePlatform Replaces:
Typeform
JotForm
Google Forms
Here's what you get:
Implement a conditional logic questionnaire to qualify leads effectively.
Automate the routing of potential clients based on their responses.
Allow only qualified leads to book a consultation.
Ensure your firm attracts and retains the right clients.
Included in Accountants Plan
Requires ePlatform Software: $297/month
INTRODUCING
Meeting Status System
Note-Taking & Next Steps Automation
Enhance your client management with detailed note-taking and automated follow-up tasks, ensuring nothing falls through the cracks.
ePlatform Replaces:
Evernote
OneNote
Trello
Here's what you get:
Document client meetings and interactions with ease.
Set automated reminders for follow-up tasks.
Create task lists to stay organized and on track.
Trigger thank you messages and next steps towards onboarding.
Included in Accountants Plan
Requires ePlatform Software: $297/month
INTRODUCING
Automated Onboarding System
Seamless Client Onboarding & Tracking
Once the consultation is booked, clients receive automated onboarding forms and e-signature requests, streamlining the data collection process. The system tracks progress with customizable pipeline stages for onboarding, providing a clear overview of each client's journey.
ePlatform Replaces:
DocuSign
PandaDoc
Salesforce
Pipedrive
Hubspot
Here's what you get:
Automate client information collection with e-signatures.
Use digital forms with document upload functionality.
Customize onboarding workflows to fit your firm.
Consolidate emails, texts, and social media into one inbox.
Track client progress in real-time with custom pipelines.
Visualize client journeys and identify improvement areas.
Included in Accountants Plan
Requires ePlatform Software: $297/month
INTRODUCING
Referral & Reviews System
Simplified Reputation Management for Accountants
Make it easier for your clients to provide reviews and referrals with our automated system, designed to boost your firm’s reputation and client base effortlessly.
ePlatform Replaces:
BirdEye
Podium
ReferralCandy
Here's what you get:
Automate Google review requests to prompt clients for reviews seamlessly.
Request referrals effortlessly with automated follow-ups.
Enhance client convenience by simplifying the process for reviews and referrals.
Increase positive feedback to improve your online reputation and attract more clients.
Included in Accountants Plan
Requires ePlatform Software: $297/month
INTRODUCING
Marketing System
Complete Marketing Suite for Accountants
Elevate your marketing efforts with our comprehensive marketing system, tailored for accountants. From website creation to client engagement, we’ve got you covered.
ePlatform Replaces:
Wordpress
Wix
Leadpages
Intercom
ManyChat
Here's what you get:
Build professional websites and funnels with ease.
Capture leads with customizable forms.
Engage website visitors with live chat and conversational AI.
Utilize client appreciation and event marketing templates.
Automate follow-ups and client communications.
Included in Accountants Plan
Requires ePlatform Software: $297/month
Plus So Much More...
All-In-One Place
Contacts Manager
Centralize client details and engagement histories for better management.
Notes & Tasks
Keep track of client interactions and to-do lists.
Pipelines & Stages
Track client progression visually with customizable pipelines.
Phone Number
Use a dedicated phone number for professional client communications.
Calls & Recording
Capture and review calls for compliance and training.
2-Way Text Messaging
Interact with clients through SMS for efficient communication.
Auto Missed Call Text Back
Unify communications across multiple platforms for seamless interaction.
SMS Text Marketing
Engage clients with targeted SMS campaigns.
Email Marketing
Design and send marketing emails with ease.
All Channel Inbox
Unify communications across multiple platforms for seamless interaction.
Social Messaging
Engage with clients through various social platforms in one place.
Website Chat Widget
Engage website visitors with real-time chat support.
Online Booking
Allow clients to book meetings and sync with your calendars.
Website Builder
Design professional websites and sales funnels effortlessly.
Form Builder
Collect feedback and information through customizable surveys and forms.
Workflow Automation
Automate repetitive tasks and improve operational efficiency.
Contracts & E-Signing
Simplify contract management with digital signatures.
Payments & Invoicing
Process transactions and manage billing seamlessly.
Social Media Scheduler
Plan and automate social media posts for consistent online presence.
Reporting
Generate and analyze reports to make informed decisions.
Google Reviews
Enhance your firm's online reputation with automated review requests.
Course Builder
Create and manage online courses for client or team training.
Membership Area
Offer exclusive content through a secure membership platform.
Communities
Build and manage client communities for better engagement.
Podcasts
Reviews
PRICING
Choose Your Plan
Create your account and get instant access! Next, book your live tech setup session.
Standard Plan
$147 monthly
No contracts - cancel anytime
1 hour of onboarding included
30+ CRM / Sales & Marketing Tools All-In-One Software
Unlimited Contacts & Users
Mobile App & Desktop App
Knowledge Base & Help Tutorials
Academy Training Course
24/7 Live Chat & Zoom Tech Support
Do-It-Yourself Customizations
No contracts - cancel anytime
Accountants Plan
$297 monthly
No contracts - cancel anytime
Complete CRM Systems Setup
Includes everything in Standard Plan
1st Month of Expert Support Plan Free. 10 hours of Expert Onboarding & Done-For-You Systems Customizing
Pre-Built Qualification & Discovery System
Pre-Built Online Booking System
Pre-Built Meeting Status System
Pre-Built Automated Onboarding System
Pre-Built Reviews & Referrals System
No contracts - cancel anytime
Expert Support PLan
$500 monthly
No contracts - cancel anytime
Requires Accountants Plan
Up to 10 Hours of Customization per Month
Dedicated Account Manager: Your go-to expert for CRM strategy and implementation.
Done-For-You Customization for Website Optimization, Appointment System, Automated Pipeline, Lead Magnet, Reputation Management, Referral Generation, Birthday, and Monthly Campaigns.
No contracts - cancel anytime
Expert Support 24/7
At ePlatform, we prioritize offering excellent support to ensure your success. We believe that when you have a question, you should receive an answer right away, in a convenient manner.
24/7 Live Chat Tech Support
Get immediate assistance anytime with live chat whenever needed.
Book Done-With-You Zoom Calls
Book a Zoom call with a product expert for live, done-with-you support while sharing your screen.
Knowledge Base & Help Tutorials
Access a comprehensive library of tutorials and articles to find answers quickly.
STILL NOT SURE?
Frequently Asked Questions
Question 1: What is ePlatform?
ePlatform is an all-in-one CRM software designed for any business. This page you are on is focusing on the customizations we've built for accountants.
Question 2: Is ePlatform for practice management?
No, ePlatform is focused on CRM, not practice management. It specializes in client relationships, communication, and lead generation, helping accountants streamline client interactions and marketing efforts without including practice management features like project management or internal task tracking.
Question 3: How does ePlatform help with client onboarding?
ePlatform offers an automated client onboarding system with forms, e-signatures, and tailored workflows to enhance the client experience from the start.
Question 4: Does ePlatform include a client portal and document management?
ePlatform simplifies document collection and storage during the onboarding process. While it doesn't offer a full-fledged client portal, it makes it easy for clients to submit and store documents as part of their onboarding experience.
Question 5: What other fees can I expect after signing up?
Apart from your plan subscription, you'll encounter rates for Communication & AI Usage. To give you a sense, with just $10 USD, you can get roughly 385 call minutes, or 665 text segments, or 7145 emails. Here's a breakdown:
Call Minutes: $0.026/min to make, $0.017/min to receive
Phone Numbers: $2.30/mo
Text Messages: $0.015/segment (160 characters per segment)
Conversation AI: $0.01/message
Emails: $0.0014/email
Email Verifications: $0.002625/verification
Premium Workflow Actions: $0.0105/premium action
Content AI: $0.0945/1000 words, $0.063/image
Workflow AI: $0.0315/workflow AI
Please note: Communication & AI rates are billed in USD, while the software account subscription rates are in CAD.
Question 6: How technical do I need to be?
Can you work a computer? Can you get on a zoom call? Can you use an online CRM?
If so, you're right on track and have nothing to worry about. 95% of the tech will be set up by our team with options to hire our experts to customize systems within your account if you require it. We'll need a few simple things from you like some login information, but we'll be the ones doing the technical dirty work.
Question 7: What kind of support can I expect after signing up?
All our plans come with 24/7 Live Chat Support, Zoom Calls, and access to our extensive Knowledge Base. Expert product consultants with digital marketing & SaaS experience are also available to help you.
Strategic Solutions, Real Results
ePlatform helps you attract & close more customers. We give you all the tools, systems, & guidance you need to grow your business on autopilot.
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