Accounting Firm CRM
Accounting Firm CRM with Engagements, Renewals and Document Chase. Track inquiries, engagement fees, renewals and missing documents for your accounting clients. Free to clone.
Accounting Firm CRM is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger. Its automations include Thursday document chase, Proposal draft on Proposal sent and Monday renewal digest.
by @john
What you can do with Accounting Firm CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Accounting Firm CRM works
- Thursday document chase: when Every Thursday at 4 PM, then Find documents waiting 14 days or more and Join waiting documents into one list.
- Proposal draft on Proposal sent: when an inquiry is set to Proposal sent, then Ask Ledger for a draft proposal and Comment the draft on the inquiry.
- Monday renewal digest: when Every Monday at 8 AM, then Find engagements renewing in 60 days and Join renewals into one list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Ledger
- Automations: Thursday document chase, Proposal draft on Proposal sent, Monday renewal digest
- Workspace: 6 projects, 1 AI agent, 3 automations