🧮 CRM for accounting & bookkeeping firms
Client relationships between busy seasons.
MagicWand is the AI CRM for accounting & bookkeeping firms: it captures email, calendar, calls and documents automatically, remembers every promise, and tells you who needs you next.
What is the best CRM for accounting & bookkeeping firms?
The best CRM for accounting & bookkeeping firms is one your team will actually keep current. MagicWand removes data entry entirely — it reads the channels where your relationships happen and ranks what to do next with Promises™ — so the record stays accurate without anyone typing into it.
The problem
What breaks CRM for accounting & bookkeeping firms
- Advisory opportunities missed
- Client requests buried in email
- Partners with no time for CRM
Request tracking
Client asks and promises surfaced.
Advisory signals
Clients ready for more services.
Zero data entry
The CRM reads the inbox.
Invoicing
Bill engagements from the record.
Just ask
Questions accounting & bookkeeping firms ask MagicWand
Which clients are still missing documents?
Who mentioned needing payroll help?
What did we promise Delgado about the extension?
FAQ
Frequently asked questions
Do accounting firms need a CRM?
Firms that want to grow advisory revenue benefit from tracking client requests and signals that are otherwise buried in busy-season email.
How much does MagicWand cost for accounting & bookkeeping firms?
$50 per user per month with every feature included — no editions, AI credits or add-ons.
How long does setup take?
Most teams connect email and calendar in minutes; Book Builder creates contacts from your inbox the same day.
Do I need to migrate from my current CRM or spreadsheet?
Not to get started. Run MagicWand alongside your current system and switch when you're ready.
Ready when you are
Stop feeding your CRM. Start talking to it.
Explore the live demo with a sample book of business. $50 per user per month when you're ready — every feature included.