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Bring clients in

Your prospects, on one board

The same pipeline your founder users chase deals with becomes your practice's own prospecting board. Add a lead, move it through the stages, and Finn helps draft the outreach. No spreadsheet, no separate CRM.

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Included in the practice plan. No per-seat fee, no separate CRM subscription.

Practice CRM on AccountsOS: Your practice's own prospecting board, built in.

AccountsOS · Your practice's own pipeline

The practice pipeline board (Prospects) showing prospect cards across the Lead, Contacted, Proposal sent, Signed and Onboarded columns

How it works

How it works

01

Add a prospect

A name, a country, a Companies House number if you have it. No client company needed yet.

02

Work the stages

Lead, Contacted, Proposal sent. Finn drafts the outreach from your practice's details.

03

Signed becomes onboarded

Move a card to Signed and the prospect is on its way into your client book.

04

Track where every deal stands

One board for the whole firm, not one spreadsheet per partner.

  • Six-stage prospecting funnel built for practices: Lead, Contacted, Proposal sent, Signed, Onboarded, Lost.
  • Add a prospect in seconds, before you even know their company number.
  • Finn drafts outreach that introduces the firm, not a founder pitching their own business.
  • A signed prospect flows straight into your client book, no re-entry.
  • Every team member sees the same board, so nothing sits in one person's inbox.

AccountsOS · One card per prospect

A single prospect card open on the practice pipeline board, showing its name, source and notes

FAQ

The questions accountants ask first

Do I need to set up stages myself?

No. The practice funnel is seeded automatically the first time you open Prospects: Lead, Contacted, Proposal sent, Signed, Onboarded, Lost. Rename or reorder them any time.

Does this replace the CRM I already use?

It can. It is built into AccountsOS at no extra cost, so most practices use it instead of paying for a separate CRM once they add a client here.

What happens when I mark a prospect Signed?

The prospect's record flips to an active client link in your book, ready for the onboarding steps that follow (engagement letter, AML, first login).

Can Finn send the outreach for me?

Finn drafts it. You review and send it, the same way Finn drafts engagement letters and never sends anything to a client without you.

Related features

Contracts

Engagement letters and terms of business, drafted and signed here.

Practice vault

AML evidence, signed letters and IDs, filed and tracked automatically.

Put Practice CRM to work

30-day free trial, then priced per live client. No minimum.

Add Finn to your practice

See every feature on the features page.