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Built for Accountants & bookkeepersPlacid CRM for accountants
Prospect pipelines for new retainers, a clear services site, and an inbox that separates clients from sales.
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What gets in the way
Proposal follow-ups forgotten
Website that does not explain packages
Seasonal overload with no triage
Features that map to your day
Sales / intake pipeline
Custom stages for how accountants actually sell.
Website that wins trust
Case studies, services and clear CTAs.
Inbox
Client and prospect threads in one place.
Tasks & SLAs
Follow-ups with owners and due dates.
Payments
Take engagement fees or retainers by card where appropriate.
Team roles
Partners vs assistants see what they should.
Ready for accountants?
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Questions from accountants
Can accountants import existing contacts?
Yes — CSV import, and we help during onboarding.
Do you replace industry-specific practice software?
Placid covers CRM, web and bookings. Keep specialised compliance tools where required and connect via processes that fit your firm.
Is there a free trial?
14-day free trial on every plan.
Related industries
Start your 14-day free trial for accountants
Card required · cancel anytime · not charged until the trial ends Built with accountants workflows in mind.