Built for accounting firms
$19,278 rides on one follow-up call
A CRM for accountants has one real job: keep new business moving while you're buried in client work. Liteo runs your pipeline on one board, with the proposal, the referral, and the next follow-up attached to each deal. When a return or review comes due, it turns up as a task on the right person's list, and finishing it queues next year's.
The problem
3 ways tax season leaks money
The proposal that went quiet in March
You sent it in February and meant to call that Friday. Then tax season swallowed the calendar. When you came up for air, they'd signed with another firm.
Every due date lives in one partner's head
Which returns come due next month, which quarterly reviews slipped, who's overdue for a check-in. Right now that list is a partner's memory and an old spreadsheet. When they're out, the whole rhythm goes with them.
The referral email you found in April
A longtime client introduces a friend by email in February. The thread sinks under 60 deadline messages. You reply in April, the friend found someone, and the client notices.
01 · Pipeline
What a CRM for accountants has to survive
Every open deal on one board, in the stage it's actually in. Inquiry, discovery, proposal sent, negotiation, won. You see what's live and what's stuck without opening a single file.
A CRM system for accountants has to survive being ignored for 6 weeks. Deals age in color when they sit: a quiet warning at 7 days, overdue at 14. One glance after a deadline week tells you what needs attention first.
- Stage totals so you know what could sign this quarter
- Name the stages the way your firm actually works
- A second pipeline for advisory work if you want one
$2,600
$16,800
$43,278
$30,000
$2,600
$16,800
$43,278
$30,000
Osei Logistics
Quarterly advisory retainer
$24,000
02 · Proposals
The proposal goes out the same week they ask
Build it from your saved service list. Monthly bookkeeping and close, the annual business return, the owner's personal return, a quarterly advisory call. The 6-month cleanup goes in as its own line, so the monthly fee reads clean. Set the quantities and the totals do themselves.
Send it and set the follow-up in the same minute. The sent version is locked, fees and all. When the reply doesn't come, the overdue call turns red until you make it.
Quote P-2087
Marchetti Catering
Quote P-2087
Marchetti Catering
Quote P-2087
Marchetti Catering
Total
$19,278
03 · Recurring work
Recurring engagements, out of the partner's head
Every client's recurring engagements sit on one list. The annual return, the quarterly review, the monthly close check-in, each with a next due date. Beaumont's return shows overdue, Delgado's review says today. Nobody had to remember either.
Mark this year's return done and next year's is already queued. Completing one engagement lines up the next, client by client. When workloads shift, hand a client's reminders to another partner.
Service due
Beaumont Vet Clinic
Annual return
Next service
3wks late
04 · Client records
Entity type, year end, who referred them
Open Marchetti Catering and the whole relationship is on one page. Entity type, year end, services, the state of the books, who referred them. Every note, call, proposal, and file sits underneath.
The fields are custom, so they carry what actually shapes an engagement. S corp with a December year end and books 6 months behind is a price, not trivia. And referred by is a field, not a memory, so Rosa Delgado gets thanked.
05 · Lead capture
Proposal requests land in Liteo, not the inbox
A visitor asks for a proposal on your site: name, email, company, what they need. Liteo creates the contact as a lead, tags it, and assigns an owner. It's waiting in Liteo before you've read the email.
Add a rule for the far end of the pipeline. When a deal moves to Won, Liteo adds the Active client tag and creates an onboarding task due in 2 days. New clients stop waiting until someone remembers them.
In Liteo
Waiting for the form…
01
Contact created · Marcus Webb
02
Tagged · Website
03
Type set · Lead
8:47pm · on the board before morning coffee.
In Liteo
Waiting for the form…
01
Contact created · Marcus Webb
02
Tagged · Website
03
Type set · Lead
8:47pm · on the board before morning coffee.
06 · Anywhere
The same app at the client's office
Check the board between client meetings. Log the call from the parking lot while the numbers are fresh. Move Kim & Sons to won without waiting until you're back at the office.
It's the same app in the phone's browser, nothing removed. CRM software for accountants gets used in the gaps between client work, and the gaps are rarely at your desk.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Monthly bookkeeping + returns
Harbor Dental Group
$16,800
Bookkeeping + cleanup + returns
Marchetti Catering
$19,278
Quarterly advisory retainer
Osei Logistics
$24,000
Bookkeeping + advisory
Kim & Sons Hardware
$30,000
Pricing that fitson a sticky note
Per user
$7
Billed $84 per user, once a year. Everything included.
Lifetime, from
$99
Per seat, one payment, forever. 200 seats total.
Trial
14days
Free. No credit card to start.
Before and after
New business, before and after
It's the same firm and the same March, with the pipeline written down where everyone can see it.
Today
- ✕Prospects live in an email folder you'll get to after deadlines
- ✕Follow-ups happen when the prospect writes to you first
- ✕Return and review dates live in one partner's memory
- ✕Nobody remembers who referred the new client, so nobody says thanks
- ✕Every proposal starts as last year's, with one name you forgot to change
With Liteo
- Every open deal on one board, from inquiry to won
- Follow-up dates come back as tasks on the day you set
- Each client's returns and reviews queue the next reminder automatically
- Referred by is a field on every client record
- Proposals build from a saved service list with prices set
Where Liteo fits
A deadline day, end to end
4 moments every firm lives. This is what Liteo writes down while they happen, so the pipeline survives March.
Daily email
1 overdue · 3 due today
Before the first file
7:15am
Proposal P-2087
Sent · follow-up set Mar 12
The proposal
11:20am
Harbor Dental Group
Call logged · $16,800 deal
The discovery call
2:30pm
Engagements due
Beaumont return · overdue
After the last client
6:05pmEverything else
Everything else in the box
One plan, $9 per user, unlimited records. All of this comes with it.
The customer record
Calls, notes, files, and relationships on one profile, with the history intact.
Products & services
One catalog with categories, SKUs, and prices that fills your quotes.
Installed base & sites
What you sold, where it runs, and which location it belongs to.
Email history
Logged conversations live on the contact, private until you share them.
Tasks
Linked to the deal or the customer, grouped into overdue, today, upcoming.
Daily reminder email
Your due and overdue work, in your inbox every morning, your timezone.
Reports
Outcomes, activity, and pipeline for admins. Weekly summaries are opt-in.
Quotes
Built from your price list, delivered as a clean PDF, tracked from sent to accepted.
Service reminders
Installed work comes back as the next visit's task, on time.
Automations
Event rules that read like sentences and never email your customers.
Lead capture forms
Your website form creates the contact, tagged and assigned.
Custom fields and tags
Track the details that price the job, then filter by any of them.
Global search
Cmd+K, type 3 letters, land on the right record.
CSV import and export
Your data comes in from a spreadsheet and can leave the same way.
Team
Admin and member roles, a Mine filter, safe handoffs when someone leaves.
Coming
Send email from Liteo
Gmail and Outlook sending, logged automatically.
Deal attention
One view of everything that's gone quiet.
Connect your AI
Claude or ChatGPT works your CRM through Liteo's MCP server.
Lifetime deal · 200 seats total
Pay once. Use Liteo forever.
Two hundred seats total. Every remaining seat is $99, once.
Flat price
$99
per seat, one time
Availability
46 sold · 154 remain
- Everything in monthly, forever
- Seats are transferable when your team changes
- All future updates included
- 14 day money back guarantee
Proof
Firms like yours run their season on Liteo
We sent 9 proposals through tax season and lost none of them to silence. The follow-up call sits red on someone's list until it's made.
Alan Beckett
Partner · Beckett & Rowe CPAs
Every return and review used to live in my head. Now the list comes back on its own, and finishing this year's queues next year's.
Sofia Ramos
Firm administrator · Meridian Tax Group
A referral lands on the board the day it arrives. Referred by is a field now, so the client who sent them gets thanked.
David Okonkwo
Owner · Okonkwo Accounting
Pricing
One price. Everything.
No tiers to compare, no feature held back to sell you the plan above. Pick how you want to pay and get the whole product either way.
Annual
Every feature included
Billed $84 per user, once a year.
- Everything in monthly
- $24 saved per user, per year
- 2 months, effectively free
Lifetime · 200 seats
Pay once
No renewal, ever. All future updates.
46 sold · 154 remain
- Everything, forever
- Seats transfer when your team changes
- 14 day money back
14 day money back guarantee.
In every plan
All of it, every plan
Monthly, annual, or lifetime, the product is identical. Nothing held back to sell you an upgrade.
Prices exclude VAT. 14 day trial on every plan, no card to start.
Questions
Fair questions, short answers
- Is this accounting software?
- No, and it doesn't try to be. There's no ledger, no invoicing, no payroll, and no tax prep in Liteo. It's a CRM for accounting firms: the pipeline, the proposals, who referred whom, and which engagements come due next. Your accounting stack stays exactly where it is.
- Can it keep tax season from burying new business?
- Mostly, by keeping the pipeline visible while you're heads down. Deals age in color when they sit, follow-ups come back as tasks on the day, and the daily email lists what's due. The prospect who asked in February still gets called in March.
- Is there a free CRM for accountants?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real prospects before deciding. Free CRMs usually cap your contacts or hold features back, and you tend to find out which one in the middle of tax season.
- How long does setup take?
- A few minutes to add your first prospect. There's no implementation project and nothing to configure before it's useful. Rename the stages whenever your process changes.
- What does it cost to add a partner or admin?
- $9 per user per month for everyone, with nothing held back by tier. Add a partner or your admin and they see the same board and the same client records. Admin and member roles decide who can change what.
- Our client list is in a spreadsheet. Can we import it?
- Yes. Liteo imports contacts and businesses from a CSV, so your client list comes across without retyping. CSV export always works too, even if you stop paying, so the data is never held hostage.
Built for the firm
For the firms that pick up in March
Industries
The practices next door
Call your February prospect today
Load your open proposals, name your stages, and set a follow-up date on every one before your next client call.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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