Client Relationship Management

Manage leads and new client opportunities with this accounting CRM software

One central database for all clients, prospects, partners & suppliers

Our CRM software for accounting practices synchronises data between applications to reduce double entry. Streamlines work for better oversight of prospects and suppliers. Integrates with Practice Management and Microsoft Outlook to seamlessly share data.

Centralise your event management

Event, conference and seminar data in one location. Track the status of each event planning stage right through to follow up directly from the accounting CRM software.

Promotes more meaningful event engagement and helps identify new business opportunities.

Effective client management

Provides tools for measuring client relationships through client risk assessments, measurement of advocacy and determining switching costs.

Data collected by the software will help a firm develop strategies for improving client loyalty.

A new pricing model that changes the game

We now offer subscription pricing for all Reckon APS solutions. This allows us to remove upfront consulting and software licence fees so an accounting practice now only pays one convenient monthly amount for more affordable software.

Talk to Us Today

Using Reckon APS means being part of a family

Our relationship with Reckon APS goes back a long way; to 2004 when we started with the Practice Management (PM) product.

HLB Mann Judd
Carolyn Patman, Director
Sydney, NSW

Fill out the form below and we'll get in touch soon!

Alternatively, callĀ +64 9 302 2228.

Need Reckon APS Client Support? Click here

Your privacy is important to us. Please refer to our privacy policy to understand how we use, disclose and store information you share with us, and how you can contact us, correct or access your personal information or make a complaint about a breach of privacy.