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

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Contacts Manager

Centralize client details and engagement histories for better management.

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Notes & Tasks

Keep track of client interactions and to-do lists.

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Pipelines & Stages

Track client progression visually with customizable pipelines.

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Phone Number

Use a dedicated phone number for professional client communications.

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Calls & Recording

Capture and review calls for compliance and training.

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2-Way Text Messaging

Interact with clients through SMS for efficient communication.

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Auto Missed Call Text Back

Unify communications across multiple platforms for seamless interaction.

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SMS Text Marketing

Engage clients with targeted SMS campaigns.

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Email Marketing

Design and send marketing emails with ease.

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All Channel Inbox

Unify communications across multiple platforms for seamless interaction.

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Social Messaging

Engage with clients through various social platforms in one place.

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Website Chat Widget

Engage website visitors with real-time chat support.

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Online Booking

Allow clients to book meetings and sync with your calendars.

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Website Builder

Design professional websites and sales funnels effortlessly.

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Form Builder

Collect feedback and information through customizable surveys and forms.

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Workflow Automation

Automate repetitive tasks and improve operational efficiency.

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Contracts & E-Signing

Simplify contract management with digital signatures.

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Payments & Invoicing

Process transactions and manage billing seamlessly.

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Social Media Scheduler

Plan and automate social media posts for consistent online presence.

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Reporting

Generate and analyze reports to make informed decisions.

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Google Reviews

Enhance your firm's online reputation with automated review requests.

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Course Builder

Create and manage online courses for client or team training.

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Membership Area

Offer exclusive content through a secure membership platform.

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Communities

Build and manage client communities for better engagement.

Podcasts

Reviews

PRICING

Choose Your Plan

Get instant access to your new account then book a tech setup session to get started

Do-It-Yourself (DIY)

Ideal for marketing and tech-savvy business owners who know what they need. This plan is for those with the time and patience to learn and set up their CRM, ready to take full control of the process.

Done-With-You (DWY)

Perfect for accountants who want to grow and retain clients but aren’t sure where to start with sales and marketing tools. Skip the learning curve with expert guidance and strategy, without needing deep marketing expertise.

Done-For-You (DFY)

Best for businesses wanting a fully customized CRM solution without the hassle. Let our team handle everything from setup to optimization, so you can focus on scaling your business.

Done-With-You (DWY)

Perfect for accountants who want to grow and retain clients but aren’t sure where to start with sales and marketing tools. Skip the learning curve with expert guidance and strategy, without needing deep marketing expertise.

Accountants Plan

$299/mo

Communication & A.I usages fees may apply

  • Includes everything in Standard Plan

  • Dedicated Onboarding Specialist: Personalized support to ensure smooth setup and training.

  • CRM Consulting: Regular calls to help you fully leverage the platform.

  • Sign Up Bonus: 10 hours of DFY template customizations ($749 Value)

  • Customizable Automation Templates: Qualification & Discovery System, Online Booking System, Meeting Status System, Automated Onboarding System, Reviews & Referrals System

No contracts - cancel anytime

Done-For-You (DFY)

Best for businesses wanting a fully customized CRM solution without the hassle. Let our team handle everything from setup to optimization, so you can focus on scaling your business.

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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