Accountants CRM & Pipeline Management
The accountants crm developed by Fiscal Flow is a centralized platform for organizing client data and managing sales pipelines.
It replaces manual spreadsheet tracking with an automated database that records lead sources, communication history, and deal stages in a single interface you use for lead generation process tracking.
Hear What Our Clients Have to Say
"A very convenient and time efficient way to add to my lead funnel."
"Genius!"
"Unlike Bark where I'm fighting 4 other accountants for every lead, [Fiscal Flow] sends me businesses that only I know about."
Website and Database Integration
Data flows directly from the website into the central system.
When a prospect submits an enquiry form, the information is instantly created in the database, ensuring that no manual entry is required and all organic traffic sources are captured for analysis.
Organic traffic generated by our SEO tools feeds directly into your pipeline, creating a seamless flow from "Google Search" to "CRM Entry" without manual data entry.
Log Every Call Automatically
When a prospect calls and you miss it, standard phones leave you guessing. Our system logs the missed call instantly in your accountants CRM and fires an automated text-back to the client.
The entire conversation history is saved to the contact record, ensuring you have the full context when you call them back.
Reactivate Your Database for Added Revenue
Most firms have a "graveyard" of old leads sitting in folders. Our system includes reactivation tools that automatically filter and message these cold contacts.
It connects with former prospects who are ready to buy now, turning static data into active revenue opportunities.
The Visual Pipeline for Firms
Deal stages are visualized on a Kanban-style board. This allows for the tracking of potential clients from initial contact through to the signing of engagement letters.
Users can assign monetary values to leads to calculate total pipeline revenue automatically.
Appointment Synchronization
Integrated calendars sync appointment data directly to the client profile.
This ensures that meeting history is preserved within the account and prevents scheduling conflicts by checking availability against external calendars in real-time.
Review Request Workflows
The system utilizes automation to manage online reputation.
When a client status changes to "Active" or "Won," a workflow triggers a request for a Google Review after a specified duration, ensuring feedback is collected systematically.
Your Questions, Answered Clearly
Does the system support data migration?
Yes. Users can import existing client data via CSV files. The system maps fields during the upload process to ensure that contact details and historical notes are transferred correctly into the new database.
Is the platform GDPR compliant?
The system incorporates enterprise-grade security protocols to protect sensitive client information. It includes features for data management and deletion requests to assist firms in meeting their regulatory obligations.
Can multiple users access the database?
Yes. The software supports multiple user accounts with configurable permission levels. This allows firms to control which team members can view, edit, or export sensitive client data.
Is there a mobile application?
A mobile application is included, allowing users to access the database, view pipelines, and communicate with clients while away from the desktop environment.
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Fiscal Flow (Unskipped Ltd)
Company Number (14533994)
40 Borrowdale Avenue
Ipswich
Suffolk
IP4 2TG
© Copyright 2026. Fiscal Flow. All Rights Reserved.
Fiscal Flow is a Trading Name of Unskipped Ltd