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Built for BookkeepersPlacid CRM for bookkeepers
Prospect pipelines for new retainers, onboarding checklists and a clear services site for local businesses.
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What gets in the way
Proposal follow-ups forgotten
Onboarding docs scattered
Seasonal overload with no triage
Website that does not explain packages
Features that map to your day
Retainer pipeline
Lead to onboarded to monthly.
Onboarding tasks
Bank feeds, software access, checklist.
Services website
Packages priced clearly.
Inbox
Client queries in one place.
Team roles
If you hire juniors.
Payments
Monthly fees where card-friendly.
Ready for bookkeepers?
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Questions from bookkeepers
Replace Xero?
No — Placid is CRM and web beside your accounting stack.
Is there a free trial?
14-day free trial on every plan.
Different from accountants?
Bookkeepers page focuses on recurring compliance ops.
Related industries
Start your 14-day free trial for bookkeepers
Card required · cancel anytime · not charged until the trial ends Built with bookkeepers workflows in mind.