Practice management built around tax periods and compliance
RecoCRM's Accounting Firm edition is in development — built to track clients, tax periods, recurring billing, and compliance deadlines in one place. Join the waitlist to get early access.
Sound familiar, accounting firm owners?
Client work tracked across spreadsheets
Deadlines, filings, and client status often live in separate spreadsheets and inboxes.
Missed compliance deadlines
Without centralized reminders, tax and compliance deadlines can be missed, risking penalties for clients.
Recurring billing done manually
Monthly or periodic retainer billing takes manual effort to track and invoice consistently.
What RecoCRM does for accounting firm
Purpose-built features for your industry, not a generic one-size-fits-all system.
Client management
Maintain a complete record of clients, engagements, and communication history.
Tax period tracking
Track filing periods and deadlines for every client in one calendar.
Recurring billing
Automate retainer and periodic billing so invoices go out on schedule.
Compliance reminders
Automated alerts before filing and compliance deadlines.
Staff task management
Assign and track staff tasks and workload across client engagements.
Document tracking
Keep client documents and filings organized and accessible.
Built for accounting firm, launching soon
This industry edition is currently in development. Join the waitlist to get notified at launch — early sign-ups get priority access and hands-on onboarding support.
Join the WaitlistFrequently asked questions
Is the RecoCRM Accounting Firm edition available now?+
It's currently in development. Join the waitlist and we'll notify you as soon as it's ready, with priority access for early sign-ups.
What will the Accounting Firm edition include?+
Client management, tax period tracking, recurring billing, compliance reminders, and staff task management.
Will it help with local tax and compliance deadlines?+
Yes, compliance reminders are designed around the filing periods and deadlines that matter to Bangladeshi accounting practices.
How do I get early access?+
Join the waitlist via the button on this page or contact our sales team — early sign-ups get priority access and onboarding support at launch.
Want early access for your accounting firm?
Join the waitlist and our team will reach out with onboarding support as soon as this edition launches.