Relatable for Accountants & CPAs
The Relationship CRM for Accountants Who Grow Their Practice Through Trust
Accounting is a referral business. Your best new clients come from your happiest existing clients and a handful of referral partners who trust you. Relatable helps you stay close to every one of them — without replacing your tax software.
Why relationships are the whole game for accountants & cpas.
Every CPA firm has the same unfair advantage: a client list of people who literally handed you their financial life and came out feeling good about it. That trust is rare and compounds. The practices that grow — without adding marketing spend — are the ones with a simple, relentless habit of staying in touch with every relationship that matters.
Who you’re staying in touch with
Every relationship in your practice belongs somewhere. Relatable helps you organize, prioritize, and nurture each one.
Tax & Advisory Clients
The core of your book. They're your business; most of them will hand you another client if you give them a reason to remember.
Business Owner Clients
High-value, high-touch. Their CFOs, attorneys, and bankers are all warm intros if you stay in orbit.
Referral Partners
Attorneys, financial advisors, wealth managers. They refer to whoever's top of mind.
Centers of Influence
Bankers, insurance brokers, mortgage lenders. The soft network that surfaces clients you couldn't have reached on your own.
Sound familiar?
Accountants & CPAs face unique relationship challenges. Relatable was built to solve them.
- Your clients hear from you at tax time; silence the rest of the year
- You know who refers you business but have no cadence to say thank you
- Busy season ends and the network-building you meant to do didn't happen
- Your practice management software tracks returns, not relationships
- Every year a client drifts away and you find out when they don't reply to the engagement letter
Built for how accountants & cpas actually work
Not another generic CRM. Relatable is relationship intelligence designed for professionals who grow through their network.
Client & Partner Spheres
Group clients by tier and industry; group referral partners by type. Set cadences that keep the relationships alive year-round — not just at filing.
AI Follow-Up Intelligence
Whiz flags who's gone quiet and who's overdue for a check-in. A few minutes a day beats one post-tax-season email blast.
Every Touchpoint Logged
Email and calendar sync means your relationship history is always current — without manual data entry.
Full Client Context at the Touch of Your Phone
Pull up any client's history before a meeting. Know their business, their life events, their last conversation.
Easy Migration
Bring your book from any CRM or spreadsheet — we'll handle the import.
Relationship Health at a Glance
See which client relationships are thriving and which are drifting. Reach out before the drift becomes a departure.
How accountants & cpas use Relatable
Ready to transform how you manage relationships?
Join accountants & cpas who are using Relatable to grow through their network.
Start Your Free TrialFrequently Asked Questions
Does Relatable integrate with my tax software?
Not directly — we don't replace CCH, Lacerte, UltraTax, etc. Relatable is the relationship layer around those systems. Zapier can bridge specific events if needed.
Will this help with client retention?
Directly. Most client churn comes from going silent, not from getting a better offer. Relatable's cadences prevent that silence.
Is it secure?
Yes. Data encrypted in transit and at rest. We never train on your data. 2FA is available on every account.
Can I share with my partners?
Yes. Teams give every partner shared profiles, per-contact ownership, and cross-member visibility — so the whole firm sees who last spoke to a key client.
Is there a free trial?
Yes — 10 days free, no credit card required.
Your network is your edge.
Start your free trial and see why relationship-driven accountants & cpas choose Relatable.