CRM + Accounting + Practice Management
Run the firm, not just the books.
Accounting software keeps your clients' books accurate. It doesn't manage your prospect pipeline, your client onboarding, your engagement letters, or the query sitting in someone's inbox. This is CRM, accountancy, documents and workflow on one connected record, built for the firm running the clients, not just the clients' numbers.
One firm, one record
Prospect to filed return
- Prospect enquiry CRM pipeline
- Engagement letter, ID checks Onboarding checklist
- Bookkeeping, VAT, CIS Practice-mode ledger
- Ongoing queries, documents Same client record
Illustrative — your dashboard reflects your own firm's clients.
Why accounting software alone isn't enough for a firm
Accounting software answers one question well: are this client's books accurate? It doesn't answer the questions a practice runs on day to day.
Prospect pipeline
Which enquiries are live, at what stage, and who's chasing them — not a spreadsheet nobody keeps updated.
Client onboarding
Engagement letters, ID checks and a structured checklist, visible to everyone involved in bringing a new client on.
Documents
Every file linked to the client it belongs to, with e-signatures built in — not a shared drive folder structure.
Ongoing queries
A client query lands on their own record, not a shared inbox depending on whoever opens it first.
How it fits together
Two products, one connected practice
Noviqent Accounting's Accountant tier already gives a firm practice mode — one login managing many client organisations, with Owner, Admin, Accountant, Bookkeeper and Viewer roles scoped per client, and every report formatted exactly as HMRC requires.
Noviqent CRM runs the side accounting software doesn't cover — a Kanban pipeline for prospective clients, lead capture forms for your website, and marketing emails to your existing client list, on the same contacts your practice already manages.
Run them together and a firm has one connected system from first enquiry to filed return, instead of a ledger for the numbers and a separate spreadsheet for everything else.
What each product covers
Noviqent CRM
Prospect pipeline, lead capture, marketing emails, contacts and companies.
Noviqent Accounting (Accountant tier)
Practice-mode ledger, VAT/Self Assessment/CIS300 reports, role-based multi-client access.
Common questions
Isn't this just accounting software with a different name?
No — it combines the accounting ledger with CRM (prospect and client pipeline), document management, e-signatures and workflow, which plain accounting software doesn't cover on its own.
Do we need both products, or does one cover everything?
CRM and Accounting are separate products used together — each is available standalone, so a firm can start with the ledger and add CRM (or the reverse) whenever it makes sense.
How is this priced for a firm with many clients?
Accounting's Accountant tier covers 25 client organisations under one login; CRM is priced separately by seats. See Accounting pricing or CRM pricing for current plans, or talk to us about a combined quote.
Run your practice on one connected system
Tell us how your firm currently manages prospects, onboarding and client books, and we'll help you work out the right combination.