Accounting & tax advisory CRM: no chasing documents one panel for payment tracking
Accounting & tax advisory software, program and CRM on one platform: Accounting & tax advisory job tracking software, customer management software and sales automation with WhatsApp.
Invoice photos, filing-season questions and fee receipts shouldn’t get lost across three different phones. Bring client correspondence into one inbox; manage document collection with task checklists and monthly fees with deferred payment tracking. AI-powered customer management for accounting firms.
Which CRM software should be used for Accounting & tax advisory? ÖzgürKod is a CRM for Accounting & tax advisory businesses: Collecting documents during filing season, client correspondence and monthly fee collection; all in one panel with task checklists and AI receipt detection. Setup takes minutes; try it free for 7 days.
The familiar headaches of accounting firms
The work itself is already demanding; chasing paperwork, reminding clients about payments and keeping up with status questions splits the day in two.
The paperwork scramble of filing week
When the VAT period opens, every client gets a message one by one: “Can you send your invoices?” Who sent them, who is still holding back, which document is missing — the answer is hunted through three phones' WhatsApp history, and a last-day panic is inevitable.
Receipts and invoice photos flooding in on WhatsApp
Clients send receipts, invoices and payment confirmations as photos all day. Which image belongs to which client, which month; is it on a team member's phone or the office line — a single lost image means the risk of a missing record at period end.
Monthly fees don't get paid unless someone asks
Few clients pay their bookkeeping fee on time; most wait to be reminded. Who hasn't paid for how many months, who asked for a receipt — receivables tracking lives in Excel; every month you put off the call, the outstanding balance quietly grows.
“How much will my tax bill be?” phone traffic
In the middle of filing season, the day gets broken up by clients' status questions: how much is the assessment, when is it due, did my document arrive. Each call takes five minutes; in busy season, dozens of calls take more time than the work itself.
Team assignment and handover confusion
Which team member handles which client isn't written down; handovers during leave and departures happen verbally. When a team member leaves, part of the client history leaves the firm along with the conversations on their phone.
New client conversations go untracked
A company referred by someone calls about setting up a business, fees are discussed, they say “I'll think about it and get back to you” — and nothing follows. Because who called when and what fee was quoted isn't recorded, no one follows up; the firm's growth is left to chance.
What does ÖzgürKod do for accounting firms?
Not generic promises; real scenarios that fit your firm's monthly routine and filing calendar.
The client journey from first meeting to year-end close
- Run filing season with a task checklist: open a document list for each client and set a deadline; who sent what and who didn't stays marked, and overdue items stand out in the overdue tasks view
- Send document request messages in one click with a quick reply template; at the start of a period, send a bulk notice to your VAT client segment with a Meta-approved template, and duplicate-send protection prevents double messages to the same client
- Let AI detect the payment confirmations and documents clients send; apply a payment confirmation to a payment record in one click, and no image gets lost in phone galleries
- Set payment terms for monthly service fees; overdue collections are listed on the dashboard every morning, send a reminder in one click with a template, and see the collections report for the month on a single screen
- Track new client conversations in your pipeline: Consultation → Quote → Contract stages, with a PDF quote template and status flow so no lead goes untracked
- Assign clients to team members; with the “team member sees only their own clients” permission, everyone focuses on their own portfolio, all conversations stay on the firm's dashboard, and access is logged for KVKK (Turkey's personal data protection law)
Every prospective client who calls on a referral, writes through a web form or reaches out on WhatsApp automatically becomes a card with its source; the meeting notes are recorded instead of staying on a notepad.
After the meeting, you send the bookkeeping and advisory fee with a PDF quote template; the quote status (Sent → Approved/Revised) is tracked in the pipeline.
The signed client is added to a card: industry and period tags are set, a responsible team member is assigned; documents taken over from the previous accountant are tracked with a document task checklist.
Document request messages go out as templates; incoming receipts, invoices and payment confirmations collect on the client card, and AI detects and flags payment confirmations.
Period tasks open with due dates; clients with missing documents appear in the checklist, and overdue work surfaces to the team in the overdue tasks view.
Monthly fee due dates and partial payments are on record; you send overdue clients a template reminder in one click and track the payment collection report period over period.
Fee update announcements go out in bulk with the campaigns module; the client loyalty report shows which clients have dropped off, and the cross-sell report shows advisory opportunities.
Not from a personal phone, but from the business line
Don't let Client messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects client information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the client group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new client came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Accountant module dashboard
Not an illustration: it's the actual screen the firm keeps open during filing season, with periods, incoming documents, fees and assessments on one dashboard.
Open periods with a countdown
Periods such as Withholding-SGK, VAT and Provisional Tax are listed with their deadline and a “days left” badge; in each period, how many clients' documents are complete, how many partial and how many pending is visible at a glance.
Incoming documents arrive from WhatsApp
When a client sends a receipt or invoice via WhatsApp, the document lands on the dashboard; unmatched documents are counted separately, and you never lose track of which document belongs to whom.
Fee and assessment tracking
Pending fee amounts, the number of clients overdue by 3+ months and assessments due within 7 days are on the dashboard; collection chasing doesn't rely on memory.
The prospective client pipeline
Prospects asking about fees or writing about setting up a company gather in a separate tab; with the “prospects to call today” list, follow-up doesn't slip away.
Messages, quote, payment collection and your team — in one account
When a client writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Client cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own clients.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Client write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the client card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Accounting & tax advisory?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Accounting & tax advisory choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey client most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Accounting & tax advisory program, software or CRM?
Most business owners search for the solution they need as “Accounting & tax advisory program,” “Accounting & tax advisory software,” “Accounting & tax advisory job tracking software” or “Accounting & tax advisory customer management software.” “CRM” is the international name for this solution, and the need is the same: keep client information in one place, never miss a request, and bring order to your work.
As a Accounting & tax advisory automation, ÖzgürKod gathers client messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Accounting & tax advisory
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Client history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What does CRM do for an accounting and advisory firm?
It brings client communication, document collection and fee collection tracking together in one panel: invoice photos sent on WhatsApp collect on the client card, tax filing period document lists are tracked with a task checklist, and overdue monthly fees show up in the report. Let us be clear: ÖzgürKod is not accounting software; your bookkeeping and tax filing work continues in your current software. ÖzgürKod organizes the side those programs do not cover — communication with clients, task tracking and receivables tracking.
How does it make collecting documents easier during tax filing period?
When the period opens, you create a task for each client with a document checklist and a due date. The document request message goes out in one click with a quick reply template; if you like, you inform the VAT client segment in bulk with the campaigns module. The checklist is ticked off as each client sends documents; those who do not send them stand out in the overdue tasks view. AI detects and flags incoming payment confirmations and document images, so you do not waste time searching which message a document came in.
Does it integrate with programs like Luca, Mikro or Logo?
No. ÖzgürKod does not claim integration with accounting software, and we prefer to be honest about it. Your bookkeeping, tax filing and e-document work stays in your current software. ÖzgürKod adds the layer those programs do not have alongside them: bringing client correspondence together in one panel, document tasks, pipeline tracking of new client quotes and service fee collection records. The two systems work side by side, not instead of each other.
How do I track the collection of monthly service fees?
You define each client's fee and due date; payments are recorded as partial entries, and AI detects the payment confirmation the client sends. Overdue accounts are listed on the payment collection screen every morning; you send a template reminder in one click or inform the overdue client segment in bulk with the campaigns module. The system does not take online payments and does not send scheduled automatic messages; the record and control stay with you. At the end of the month you see the payment collection report on a single screen.
Can my team members see only their own clients?
Yes. You assign clients to team members; when the “team member sees only their own clients” permission is on, everyone accesses only the correspondence and records of their own portfolio, while the firm manager sees everything. Who accessed which record and when is kept in access logs — this strengthens your position on KVKK (Turkey's personal data protection law). When a team member leaves, the client history stays with the firm because correspondence stays in the firm panel, not on a personal phone, so handover is painless.
How do I connect the office's WhatsApp line, and can there be more than one number?
Yes. You connect your firm line through the official WhatsApp Cloud API; with the QR method you can add multiple numbers to the same panel. All correspondence is logged on the client card, and multiple team members write from the same line at the same time. Outside working hours, a chatbot you build with the visual flow builder answers frequently asked questions and hands the conversation over to a team member when needed. Instagram, the web form and other channels also come together in the same inbox.
Accounting & tax advisory software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Accounting & tax advisory software", "Accounting & tax advisory software", "Accounting & tax advisory job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: client communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Be ready for the next tax filing period
7-day free trial, no card details required. Connect WhatsApp on day one, move your paperwork tasks and payment due dates into the panel, and see the difference at the end of the period.