CRM for Accountants — Built Into Your Website
We build your accounting firm’s website with a client management system built right in. Track leads, manage contacts, and never lose a prospect again.
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See how we integrate CRM functionality directly into accounting firm websites.
How It Works
We build CRM into your website from day one. No separate software to manage.
Step 1
Tell Us How You Manage Clients
We learn your intake process, follow-up workflow, and tools you already use.
Step 2
We Build CRM Into Your Site
Lead capture, contact management, and automated follow-ups — all integrated into your website.
Step 3
You Review the Workflow
We walk you through how leads flow from your website to your inbox and CRM.
Step 4
We Manage & Optimize
We monitor, update, and improve your lead capture over time.
What's Included
Everything Your CPA / Accounting Business Needs
Website Lead Capture
Every contact form, booking request, and inquiry feeds into a centralized dashboard. No leads fall through the cracks.
Automated Follow-Up
New inquiries trigger automatic email responses so prospects hear from you within minutes, even outside office hours.
Client Contact Management
View all your contacts, their inquiry history, and status in one place. Filter by service type, date, or engagement level.
Accounting Tool Integration
Connects with QuickBooks, Xero, FreshBooks, and other tools your firm already uses.
Reporting & Insights
See which pages generate the most leads, which services get the most inquiries, and where your traffic comes from.
Who This Is For
Built for CPA / Accounting Professionals
Solo Practitioners Losing Track of Leads
If you’re juggling email, spreadsheets, and sticky notes to track prospects, our built-in CRM replaces all of that.
Growing Firms Scaling Client Intake
As your firm grows, you need a system — not a process held together by memory. We build that system into your website.
Firms Tired of Paying for Separate CRM Software
HubSpot, Salesforce, and other CRMs are expensive and complex. We build the CRM features you actually need right into your site.
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A solo CPA in Texas was tracking leads in a spreadsheet and losing 30% of inquiries. We built a website with integrated lead capture and automated follow-ups. Within 60 days, her response time dropped from 24 hours to under 5 minutes and she closed 8 new clients.
CPA / Accounting Business Owner
response time
new clients in 60 days
leads lost
Testimonials
What CPA / Accounting Professionals Say
I used to lose track of people who contacted me. Storebox built a site that captures every lead and follows up automatically. It's like having a receptionist I don't have to pay.
David R., CPA, Dallas, TX
We cancelled our HubSpot subscription after Storebox built CRM right into our website. Simpler, cheaper, and it actually gets used.
Office Manager, Mid-Size Accounting Firm
During tax season we were losing 40% of inquiries because no one had time to respond. Now every lead gets an instant reply and a follow-up sequence. We closed 12 new clients last quarter from the website alone.
Michelle T., Tax Firm Owner, Atlanta, GA
I tried three different CRM tools before Storebox. They were all too complicated. Having it built into my website means I actually use it every day.
Steven G., Solo CPA, Minneapolis, MN
The reporting dashboard shows me exactly which pages bring in leads. We doubled down on our tax prep page and it's now our biggest source of new clients.
Rachel K., Managing Partner, Boston, MA
My staff used to spend hours manually entering leads from the website into our CRM. Now it's all automatic. Storebox saved us at least 10 hours a week.
Office Manager, 8-Person CPA Firm, Phoenix, AZ
About
Why Your Accounting Firm Needs CRM Built Into Your Website
Frequently Asked Questions
Yes. We connect your website CRM with QuickBooks, Xero, FreshBooks, and most other accounting platforms your firm uses.
Their information is captured in your dashboard, they receive an automatic acknowledgment email, and you get a notification. No leads lost.
No. We set it up, configure automations, and manage updates. If you want changes to your follow-up workflow, just tell us.
Those are powerful but complex and expensive. Our built-in CRM gives you the lead capture and follow-up features accounting firms actually need, without the overhead.
Yes. Your dashboard shows lead sources, response times, conversion rates, and which pages generate the most inquiries.
Stop losing leads. Start converting them.
CRM built into your website. No extra tools. No extra cost.