Fiscal Flow CRM

£97/month · 30-day free trial · cancel anytime
The all-in-one marketing platform for accountants

Everything you need to market your firm, in one place.

Website builder, email marketing, Google Business Profile, SEO, forms, quizzes, lead magnets and e-signatures, all under one login. Everything you need to start marketing your firm and to run it from one place, with real support from people who only work with accountants.

Start your 30-day free trial → £97/month after. No card tricks, cancel anytime.
30 days free One flat price, no per-user fees Dedicated support included

One login, your whole marketing

Everything you need to market your firm, in one place

Stop stitching together a website host, an email tool, a booking app and four others that never talk to each other. It is all here, built for accountants, managed from one place.

W
Website builder
Build and edit your own pages and landing pages, no developer or web agency needed.
@
Email marketing
Newsletters, tax-deadline reminders and campaigns to your client list in a few clicks.
G
Google Business Profile
Manage your profile and posts so local clients find you first when they search.
S
SEO
Get found on Google for the services and niches your ideal clients are searching for.
F
Forms
Capture enquiries straight into your pipeline, with automatic follow-up built in.
Q
Quizzes
Run scorecards and quizzes, like this one, that turn cold visitors into real leads.
L
Lead magnets
Give away guides and tools that grow your email list while you sleep.
e
E-signatures
Send and sign engagement letters and documents in minutes, no separate Docusign bill.

What a CRM should actually fix

Most firms lose clients in the gaps between their tools

An enquiry comes in and nobody follows up. A happy client never gets asked for a review. Your email list sits untouched for months. None of it is laziness, it is just that the work falls between a calendar, an inbox, a spreadsheet and three other apps that do not talk to each other. A CRM should close those gaps for you. Ours does.

Never miss a lead again
Every enquiry from your website, ads or inbox lands in one pipeline, and automatic follow-up chases the ones who go quiet. You stop losing work just because you were busy that day.
More five-star reviews, on autopilot
The CRM asks your happy clients for a Google review at the right moment, then tracks them in one place. Your reputation finally matches the quality of your work.
Email your clients without the faff
Built-in email marketing means newsletters, tax-deadline reminders and offers go out in a few clicks. Stay front of mind so existing clients send you referrals and take on more services.
Calls booked straight into your diary
Prospects pick a time that suits them and it drops into your calendar with reminders sent automatically. No back and forth, and far fewer no-shows.
See where your clients actually come from
One dashboard shows every lead source and what it costs you, so you stop guessing and put your time where the work is.
One login instead of six tools
Pipeline, calendar, reviews, email, texts and chat all live in one place that talks to itself. Cancel the stack of apps you are paying for and never properly use.

Everything included

All the tools, one flat price, nothing held back

No tiered plans, no paying extra to unlock the useful bits. Every subscription gets the lot.

Website builderEmail marketingGoogle Business ProfileSEO toolsForms & surveysQuizzes & scorecardsLead magnetsE-signaturesLead pipelinesCalendars & online bookingAutomated review requestsReputation tracking2-way SMS textingWebsite chat widgetWorkflows & automationMissed-call text backReporting & attributionUnlimited contacts & usersMobile appPayment requests & invoices

Support that gets accountants

A real team behind you, not a help desk reading a script

Most CRMs hand you a login and wish you luck. Every Fiscal Flow subscription comes with dedicated support from our team, the same people who build and run marketing for over 60 accounting firms. We help you set it up, get it working, and actually use it to win clients.

We only work with accountants and bookkeepers. So when you ask a question, you are talking to someone who already understands your firm, your clients and what good looks like.

With every subscription

  • A guided setup so you are live, not lost
  • A dedicated point of contact who knows your firm
  • Review-getting and follow-up set up for you
  • Help whenever you are stuck, from people who get it

Simple pricing

One price. Everything in it. Free for 30 days.

30-day free trial
£97 /month

After your free trial. No setup fee. No per-user charges.

  • Every feature, no upsells or locked tiers
  • Unlimited team members at no extra cost
  • Dedicated support from our accountant marketing team
  • Cancel any time, your data is yours
Start your 30-day free trial →

Prefer to pay yearly? £970 a year, save 20%

Get the annual plan →

No commitment. See if it fits your firm before you pay a penny.

What firms say

Already running inside 60+ accounting firms

★★★★★

“The Lead Connector is a game-changer, already generating high-quality leads.”

ACME Accounting Services
Verified Trustpilot
★★★★★

“Generated a number of leads for our business that we could not have reached or managed on our own.”

Chris
Managing Director · Thomas Emlyn Ltd
★★★★★

“Since starting with Fiscal Flow, we have seen a few clients added to our portfolio. Great ROI.”

Kieran
Managing Partner · Swift

Individual reviews from firms we work with. Results vary by firm, niche, and market, and are not a promise of any particular outcome.

Try it free for 30 days

The CRM your firm should have had years ago

Capture every lead, win more reviews, and run your firm's growth from one place. Free for 30 days, then £97 a month, with a team that only works with accountants behind you.

£97/month after trial No per-user fees Dedicated support Cancel anytime
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★★★★★ Trustpilot