BUILT FOR ACCOUNTING PRACTICES
A CRM built for accountants, not bolted on from sales software
General CRMs were designed to close deals, not to run a book of clients through BAS, ITR and advisory cycles. Sole SPM's client management is built for practice work: every touchpoint, engagement and document sits on one record, connected to the jobs and lodgements that actually move a client forward.
CLIENT MANAGEMENT – THE SOLE WAY
Everything your firm knows about a client, in one record
From first enquiry to signed engagement and beyond — one connected client workspace.
1
360° client timeline
Every touchpoint, email, task, document, invoice and lodgement against one client record — searchable in milliseconds.
Full history in one view
Related entities (trusts, super funds, groups)
Smart tags & saved filters
2
Sales & pipeline
Track opportunities from first enquiry through to signed engagement — so no prospect slips through the cracks.
Stage-based opportunity tracking
Convert won deals into onboarding
Firm-wide pipeline visibility
3
Proposal automation
Branded proposals in minutes — with packages, e-sign and payment built in, auto-creating the engagement on signature.
Reusable service packages
Tracked sends & in-document signing
Auto-generated engagement letters
4
Automated client comms
Status updates that send themselves — no more Slack chases — plus NPS and review prompts after key milestones.
Automated status updates
NPS collection & review handling
Requests, responses & follow-ups managed
5
Native Xero & MYOB sync
Contacts and engagements stay in step across your bookkeeping software and your practice platform.
Two-way contact sync
Engagement data in step
ATO & ASIC connectors alongside
6
Role-based access
The right visibility for partners, seniors and admin staff — client data controlled by role across the firm.
Partner / senior / admin roles
Client data governed centrally
Audit-ready access trail
CLIENT CRM – THE SOLE WAY
Same client. One record, not six.
✓ With Sole SPM
One source of truth
Every contact, doc, engagement and message on a single client record.
Comms that send themselves
Status updates, NPS and review requests automated after milestones.
CRM connected to the work
Client records link straight to jobs, proposals and lodgements.
Data in step with Xero & MYOB
Two-way sync keeps contacts and engagements current.
✕ Without Sole
Client info across 6+ apps
CRM here, docs there, comms somewhere else — nothing tells the whole story.
Manual chasing
Status updates over chat, reminders by hand, reviews never asked for.
CRM that fights the workflow
A sales tool that doesn't know a BAS from an ITR.
Contacts drift out of sync
Details updated in one system, stale everywhere else.
Frequently asked questions
Common questions
What is CRM software for accounting firms?
It’s a client relationship management system built for how accounting and bookkeeping firms work — holding every contact, engagement, document, communication and full history in one place. Sole SPM’s CRM sits inside your practice platform, so client records connect to jobs, proposals and lodgements rather than living in a separate tool.
Does Sole's CRM sync with Xero and MYOB?
Yes. Contacts and engagements sync two-way with Xero and MYOB, so client details stay in step across your bookkeeping software and your practice platform.
What tools does the Sole SPM CRM replace?
Firms typically consolidate CRM and client-comms tools such as Karbon, FYI and Suitefiles, plus general CRMs like HubSpot, into Sole SPM’s single client workspace.
Is the CRM a standalone product or part of the platform?
It’s part of Sole Practice Manager. The CRM, pipeline, proposals, onboarding, workflow, billing and reporting all share one client record — there’s no separate CRM subscription to manage.
Is Sole Practice Manager made in Australia?
Yes. Sole Practice Manager is Australian-made, hosted in AWS Sydney, and built specifically for Australian accounting and bookkeeping firms.