The Smart CRM for Accountants & CPAs
Aroopa CRM helps accounting firms manage client records, tax deadlines, invoicing, document tracking, and communication — all in one fully customizable platform designed to simplify compliance and improve client relationships.
What Accounting Firms Look For
Aroopa CRM centralizes every client interaction and deadline so nothing slips through the cracks.
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Client portfolio management
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Tax deadline tracking & reminders
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Document collection workflow
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Recurring billing & invoicing
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Compliance & audit trail visibility
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Secure communication tracking
Custom Fields Built for Accountants
Track essential financial and compliance details with flexible custom fields such as:
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Client Type (Individual / Business)
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Tax Filing Status
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Financial Year
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Filing Deadline
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Service Package
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Retainer Amount
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Document Submission Status
Customize additional fields based on service type, audit category, or regulatory requirements.
Core CRM Features
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Client & Portfolio Management
Maintain detailed client records with service history and communication logs.
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Automated Deadline Reminders
Send automated alerts for tax filing, compliance submissions, and document requests.
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Quotation & Invoicing
Generate service quotes and manage recurring retainers with ease.
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SMS & Email Campaign Integration
Send reminders, regulatory updates, and financial insights to segmented client groups.
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Multiple Payment Gateway Integration
Collect professional fees securely and track payment status in real time.
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Client Segmentation
Segment clients by industry, revenue range, filing type, or service package.
Ready to Simplify Your Accounting Practice?
From tax deadlines to recurring billing and compliance tracking, Aroopa CRM gives your firm complete operational visibility and control.
New Jersey
Aroopa, Inc
111 Union Valley Rd, Suite 206, Monroe Township, NJ 08831
India
Aroopa Technologies Private Limited
No.2, Padmavathi Nagar,
Agraharam Road, Korattur,
Chennai 600076
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