The complete system from $499/month · Essential plan, no contract

Software for accountants

Accounting firm software means tax software and bookkeeping. Crescendo replaces neither: it handles clients before they become files.

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CRM for accountants: every request becomes a file

Missed call, website form or text: each request opens a file with the type of mandate. You see this week’s prospects and those still waiting for a reply.

An app for tax season

Document drop-off appointments are booked online among the slots you open. Each client gets a reminder the day before, and the front desk stops juggling the phone and a paper agenda.

Last year’s clients

In January, the reactivation message goes to clients served 12 to 24 months ago. They book before the rush instead of looking for another accountant in April.

Essential $499/month, or Growth $1,999/month with managed ads and Google profile. Prices in CAD, plus GST/HST. See both plans

Your questions

Does it replace our bookkeeping software?

No. Crescendo handles requests, appointments and reminders next to your accounting tools.

Can clients send documents through Crescendo?

No, on purpose: tax documents go through your usual secure portal.

We have several accountants.

Appointments are assigned to each, and the file shows who follows which client.