CRM Software for Accounting Firms
Your clients trust you with their finances. Give them a reason to trust your follow-up too.
TraxionLab is the client management platform built for accounting firms that want to stop losing clients between tax seasons. Automate follow-up, fill your calendar during off-months, and build the kind of online reputation that brings in referrals on autopilot.
6 things ready before you log in
Dedicated scheduling pages for each service you offer. Clients book the right engagement from the start, so your team gets context before the first call.
Pre-written follow-up sequences for each service line. Tax prep follow-up is different from payroll onboarding, and each sequence reflects that.
A main Accounting Firm landing page and a promotional offer page. Ready to customize with your firm's branding and publish.
A marketing intake form that lets prospective clients describe their needs before you speak with them.
Track every prospect from initial inquiry through engagement. Pre-configured stages so you can start organizing leads on day one.
Pre-built workflows covering lead nurture, appointment reminders, no-show follow-up, review requests, long-term nurture, and stale lead re-engagement.
The Cost of Doing Nothing
A single lost accounting client represents $4,800+ in annual recurring revenue. Most firms lose clients not to competitors, but to silence between engagements.
Average job/lead value: $4,800
What Accounting Firm Owners Actually Deal With
Tax season ends and client communication goes silent
You file 300 returns between January and April. By May, your inbox is quiet and so is your outreach. Clients who needed advisory work, bookkeeping clean-up, or quarterly planning never hear from you until next January. Some of them found another firm in the meantime.
Referrals come in but nobody follows up fast enough
A happy client tells their business partner about you. That person emails your info address or calls your office line. Three days later, nobody has responded because your team was buried in reconciliations. The referral went cold before you even saw it.
Your online reputation does not match the quality of your work
You have been in business for 15 years and your clients renew every year. But your Google profile has 11 reviews. The new CPA down the street with two years of experience has 85 reviews and ranks above you in every local search.
Tools Built for Accounting Firm Companies
Solves pain point #1
Year-Round Client Nurture Campaigns
Automated sequences keep your firm in front of clients between engagements. Quarterly tax planning reminders, mid-year check-ins, and year-end prep notices go out on schedule without anyone on your team pressing send.
Solves pain point #2
Speed-to-Lead for Referrals and Inquiries
When a referral or new lead contacts your firm, TraxionLab sends an immediate acknowledgment and begins a follow-up sequence. You respond within minutes, not days.
Solves pain point #3
Automated Review Requests After Every Engagement
After filing a return or completing advisory work, an automated text asks the client to leave a Google review. Your 11 reviews become 60+ within a year without your team asking anyone in person.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month