CRM for Accounting Firms: Deadline Management

Written by

Lucas Arlot

Automation Expert & Founder

Task Management for Firms

Accounting is a deadline business. Missing a single date can be costly for your client.

Why Excel isn’t enough?

When you manage 50+ companies, Excel becomes hard to maintain. A CRM system automatically reminds you of:

1. VAT filing (by the 14th)
2. Social security (by the 25th)
3. Annual reports