Keep every client file in context
Connect contacts, notes, files, messages, meetings, work items, and invoices to a searchable client record.
CRM for accounting firms
A better client system for accounting firms.
Flow helps accounting firms organize prospects, client records, recurring follow-ups, documents, tasks, meetings, invoices, and team ownership in one place.
Create consistent client follow-up
Use tasks, due dates, reminders, and workflow automation to coordinate recurring touchpoints and requested information.
✓Client document reminders
✓Review meeting follow-ups
✓Team task assignments
Coordinate work across the firm
Make ownership, current activity, and the next required step clear when work moves from one teammate to another.
Connect work and billing
Track invoices, payment status, and the client relationship behind each financial record.