Run your accounting firm's client work from one dashboard.
Clients, invoices, documents, and compliance deadlines — with a private portal each client logs into for their own balance, files, and due dates. Nothing they shouldn't see, ever.
Already sure? Grab the plugin now.
Download it any time — install it on your WordPress site, then paste in your license key once you've subscribed below.
Pricing
One license per firm, one WordPress site. Pay monthly, or pay once a year and save.
Billed monthly. Cancel anytime — access continues until the end of the paid period.
- Every feature, no tiers or add-ons
- License key emailed instantly after payment
- Renews automatically — nothing to remember
- Cancel or switch plans anytime from the portal below
Secure checkout by Stripe. You'll be redirected to complete payment, then sent back here.
What's actually in it
A client management system built for how accounting and bookkeeping firms really work — not a generic CRM with an invoice tab bolted on.
Client & engagement tracking
Entity type, status, assigned staff member, and every engagement — tax prep, bookkeeping, payroll, audit, advisory — with fees and due dates. Recurring work generates its own next deadline.
Secure document exchange
Staff and clients both upload files into private, non-public storage. Every download is permission-checked — nothing is reachable by guessing a URL.
Itemized invoicing & payments
Line items, quantities, tax rate, a printable invoice, and a status that updates automatically as payments come in — Draft, Sent, Paid, Overdue.
Compliance deadline tracker
One-time or recurring deadlines per client, with a daily digest emailed to your firm for anything due soon or overdue.
Client portal
Clients log in to see their own balance, invoices, documents, and upcoming deadlines — and upload files back to you. They never see wp-admin or another client's data.
Firm staff roles
Add team members with permissions scoped only to this plugin's data — they can't touch unrelated parts of your site.
What happens after you subscribe
Pay securely via Stripe
Enter your email above, choose monthly or yearly, and complete payment on Stripe's checkout page.
Get your license key by email
Sent to the address you paid with, within a minute or two.
Install the plugin on your site
Upload the Accounting CRM plugin to your own WordPress, then activate it.
Download plugin (.zip)Paste in your license key
Accounting CRM → Settings. That's it — your subscription then renews automatically until you cancel.
Already subscribed?
Update your card, switch between monthly and yearly, or cancel — no need to email us.
Your license key was emailed to you when you first subscribed. Lost it? Check your inbox for "Accounting CRM" or contact us and we'll look it up by your billing email.