SupaBook is a CRM built for accounting firms managing clients, tax season workload, bookkeeping work, and invoices in one workspace, with AI call answering included for inbound client calls.
A drag-and-drop kanban pipeline tracks clients through deadline and workload stages, so a firm can see at a glance who is mid-return, who is waiting on documents, and who is finished. Recurring bookkeeping clients are tagged separately from one-off tax prep engagements, since the two need different follow-up cadences.
Engagement letters and proposals include open tracking and read receipts, so a firm knows a client has actually reviewed the letter before assuming silence means approval. Invoicing is linked to the same client record as the engagement, keeping billing history and work history together.
Tax season call volume spikes at the worst possible time for anyone to be free to answer. SupaBook's AI answers every call, logs who called and why, and adds a lead or client note automatically, so nothing gets lost during the busiest weeks of the year.
It separates recurring and one-off client work, tracks deadlines and workload in one pipeline, and links proposals, engagement letters, and invoices to the same client record.
Yes. Clients are tagged as recurring or one-off, so ongoing bookkeeping work and single tax season engagements do not get mixed together.
Yes. Deadline and workload tracking in the pipeline shows firm-wide status during the busiest periods of the year.
Yes. Multiple team members can share client visibility and pipeline status.
The AI receptionist answers calls, logs the reason for the call, and attaches it to the client record automatically.
Related: CRM software, Invoice software, Proposal software, AI answering service, Pricing.
Canonical page: CRM for Accountants canonical page