Accounting Practice Management CRM

An integrated practice management platform built to simplify operations, improve visibility, and scale modern accounting firms.

Products Design

Result

The CRM provides Linked Accounting with real-time operational visibility, improved team alignment, and scalable infrastructure to support growth. Billing cycles are streamlined, client communication is centralized, and performance data is always accessible.

Overall, the platform strengthens internal efficiency while enhancing the quality and consistency of client service.

Project Details

Brief

Linked Accounting CRM is a purpose-built practice management platform designed specifically for accounting firms with multi-office operations. The system centralizes client management, project tracking, billing, communication, and reporting into a single, unified workspace.

The CRM supports Linked Accounting’s need for operational clarity, automation, and scalability, allowing teams to manage complex workflows while maintaining a consistent client experience across locations.

The goal of the Linked Accounting CRM was to create an all-in-one internal platform that streamlines daily operations for accounting professionals. The system needed to replace fragmented tools with a single source of truth for clients, projects, billing, and performance insights.

The CRM was designed to be intuitive, data-driven, and deeply integrated with industry-standard accounting and productivity tools.

Website

https://linkedaccounting.com/

Role

Designer

  • Designed the new features according to the specifications set by the client.
  • Helped redesign some of the features within the application.
  • Improve UX in some of the complex features.

PROBLEM

Accounting firms often rely on disconnected systems for client management, billing, document collection, communication, and reporting. This fragmentation leads to inefficiencies, duplicated work, limited visibility, and increased administrative overhead.

Linked Accounting required a centralized CRM that could unify workflows, improve collaboration across offices, and provide real-time insights into firm performance without adding operational complexity.

TOOLS USED

  • Figma
  • Bubble.io
  • Adobe Photoshop
  • Adobe Illustrator

PROCESS

The CRM architecture was designed by mapping Linked Accounting’s internal workflows, from client onboarding to billing and reporting. Core modules were prioritized to ensure immediate operational impact, followed by integrations that reduce system switching.

User experience was optimized to ensure accountants, administrators, and managers can access critical information quickly, regardless of role or office location.

INDUSTRY

  • Tax management and planning
  • Accounting
  • Bookkeeping

Strategy

The strategy focused on building a centralized, modular CRM that connects every core operational function into one system. Emphasis was placed on automation, real-time visibility, and seamless integration with existing accounting and productivity tools.

Each feature was designed around real accounting workflows—ensuring the platform supports how teams already work, while removing friction and manual processes.

SOLUTION

The result is a comprehensive CRM that centralizes client data, project tracking, billing, communication, and reporting into one cohesive platform. Automation and integrations eliminate repetitive tasks while improving accuracy and accountability.
The system empowers Linked Accounting’s team to focus less on administration and more on delivering high-value advisory and compliance services.

Gallery

Dashboard Workspace

A centralized dashboard provides an at-a-glance overview of firm activity, including active projects, task statuses, financial performance, and workflow progress. This workspace gives team members immediate visibility into priorities and firm-wide operations upon login.

Billing & Revenue Management

The billing module tracks income, year-to-date earnings, and revenue at both client and project levels. Integrated time tracking and billing ensure accurate invoicing, seamless payment collection via credit card and ACH, and improved cash flow visibility.

Client & Project Management

A structured client database organizes all Linked Accounting clients with associated projects under each account. This allows teams to manage engagement details, track progress, and maintain a complete history of work and communication in one place.

Built-In Task Management

An integrated task management system enables teams to assign, track, and complete tasks within projects. Automated workflows keep deadlines visible and ensure accountability across departments and office locations.

Prospective Client Tracking

A dedicated table for prospective clients supports lead management and onboarding workflows. This feature allows teams to track inquiries, follow-ups, and conversion stages while maintaining a clear pipeline of potential engagements.