CRM for accountants that fits with your bookkeeping

Tribe is a CRM for small and mid-sized accounting firms and administration offices. Each client has one record that holds their contacts, past advice, signed engagement letters and key dates, so anyone in the team can pick up a client’s call. Fee invoices go out from the same record.

✦ Twinfield, Exact Online, SnelStart integration
✦ Chamber of Commerce sync
✦ ISO 27001 certified

Tribe is a CRM for small and mid-sized accounting firms and administration offices. Each client has one record that holds their contacts, past advice, signed engagement letters and key dates, so anyone in the team can pick up a client’s call. Fee invoices go out from the same record.

✦ Twinfield, Exact Online, SnelStart integration
✦ Chamber of Commerce sync
✦ ISO 27001 certified

Start free trial Book a demo

Firms that work in Tribe CRM

Where accounting firms lose track today

A small team, hundreds of clients and a calendar full of fixed dates leave little room for anything to slip.

Who owns which company?

A director, their holding and two operating companies sit in four separate files, so nobody sees the full picture.

What was promised to this client?

Scope and fee agreements sit in one colleague’s inbox, so nobody can check them when a question comes up.

When did you last speak to them?

Busy seasons leave little time for contact, and a client can move to another firm before anyone notices.

“In Tribe CRM you immediately see who we’re in conversation with and what the next step is. That gives overview and calm.”

Larissa van der Velden • Co-Founder at InTheArena

CRM software for accountants, built around each client

Each client’s history, engagements and invoices link together, so your accounting firm CRM software adds a client layer to the practice tools you already run.

One record for every client and the people behind it

Each client holds its contacts, emails from Outlook and shared mailboxes, and notes, so the team answers questions from the same history.

Import company details from the Chamber of Commerce, including the SBI code
Link each director to their holding, operating companies, and details in one view
Keep the full history with the firm when a colleague leaves

Engagements signed and fees invoiced

Request for e-signatures and invoice fixed fees or logged hours from the client record. Invoices sync with Twinfield, Exact Online, SnelStart or Moneybird, and automatic payment reminders follow up overdue ones.

Send quotes and engagement letters for online signature
Invoice monthly or yearly fees on schedule with subscriptions
Let clients send documents and questions through the support portal

Key dates in view for every client

Plan each filing as an appointment that repeats every year or as a milestone in a client project, with reminders before it falls due.

Repeat yearly deadlines, such as annual accounts, as recurring appointments
Get reminders a week and a day before each deadline
Track each client's year-end work as a project with milestones and logged hours

Clients kept and new ones won

See which relationships need attention and which prospects fit your firm best, so growth comes from your own client base.

See which clients nobody has spoken to in a while
Find hot leads with an AI-assisted ideal client profile
Track advice opportunities from first conversation to signed engagement

Accounting CRM priced for the people who use it

Essential

Relation management, sales and invoicing, with Ask AI to answer questions, plus an AI-assisted ICP builder and competitive landscape analysis.

€

39

* Per seat/month, billed annually.

Start free trial Compare plans

Advanced

Everything in Essential, plus projects for year-end work, a support desk for client questions, and events.

€

69

* Per seat/month, billed annually.

Start free trial Compare plans

Ultimate

Everything in Advanced, plus multi-organisation admin, a custom portal in your own branding and a dedicated account manager.

€

79

* Per seat/month, billed annually.

Start free trial Compare plans

You pay for the colleagues who use Tribe. Every client, contact and prospect in your database is included.

Frequently asked questions on accounting firm CRM software

What is the best CRM for accountants?

The best CRM for accountants keeps each client’s contacts, advice and deadlines in one record, and links fee invoicing to the bookkeeping software the firm already uses. It should also protect sensitive client data and come with onboarding support. Tribe covers each of these, with invoices that sync to Twinfield, Exact Online, SnelStart and Moneybird.

Is Tribe a good CRM for a small accounting firm?

Yes. A CRM for a small accounting firm needs to show every colleague each client’s history and deadlines, because a team of five to fifteen people often looks after hundreds of clients. Tribe gives each client one record that the whole team works from. You pay per user, and onboarding support grows with your plan.

Does Tribe replace our practice software?

No. As an accounting firm CRM, Tribe works beside your practice software and handles client relationships, engagements and fee invoicing. Through the Tribe Marketplace, invoices sync with Twinfield, Exact Online, SnelStart, Moneybird, Microsoft Business Central and Sage. Tribe also links with Microsoft 365 for email, calendars and contacts.

Can we record Wwft client checks in Tribe?

Yes. You can set up your own fields to record each client’s identity and ownership checks, and they stay linked to the client’s record. Tribe stores the information, and your firm remains responsible for carrying out the checks.

Can Tribe track tax and filing deadlines for each client?

Yes. You plan each deadline as an appointment that repeats every year, or as a milestone in a client project, and set reminders before it falls due, such as a week and a day ahead. Each deadline stays linked to the client and the colleague responsible for it.

Can clients send us documents through Tribe?

Yes. From the Advanced plan, clients can log in to the support portal to send questions, add notes and upload documents to their requests. Each request is linked to the client’s record, so the whole team sees what has come in. On Ultimate, our team can also help you build a portal of your own, with your branding and your own web address, such as portal.yourfirm.nl.

Is our client data safe in Tribe?

Teams and roles in Tribe decide which colleagues can see and change each client’s data. A change log shows who created, changed or deleted each record, and when. Efficy, the company behind Tribe, holds ISO 27001 and ISO 27701, the international standards for information security and privacy, and they cover every efficy product. The standard data processing agreement, set out in Annex 4 of our General Terms, meets the GDPR’s requirements for processors.

Your data is hosted in EU data centres. Administrators can require two-factor authentication for every user, set password rules and connect single sign-on with Microsoft Entra ID or Google Workspace.

What does onboarding look like, and can we import our client list?

On Essential, you get started with the Tribe knowledge base and live chat in your own language. On Advanced, a remote account manager can guide your setup, depending on your contract. On Ultimate, a dedicated account manager works with you from the start. On every plan, you can bring your clients and contacts across from Excel or any system you use today.

See how Tribe fits your firm

In the demo, we show how Tribe works as a CRM for accountants, using a client like yours and the way your firm works.

Start free trial Book a demo →

CRM for accountants that fits with your bookkeeping