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.
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
How it works
How it works
Add a prospect
A name, a country, a Companies House number if you have it. No client company needed yet.
Work the stages
Lead, Contacted, Proposal sent. Finn drafts the outreach from your practice's details.
Signed becomes onboarded
Move a card to Signed and the prospect is on its way into your client book.
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
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.
Put Practice CRM to work
14-day free trial, then priced per live client. No minimum.
See every feature on the features page.