AdvisorCRM is a complete client management system designed specifically for tax advisors, financial advisors, and solo professionals. It combines secure file sending, compliant client tracking, scheduling, and automated follow-ups in one easy-to-use platform.
Yes. It was built from the ground up for solo practitioners and small advisory firms who need professional tools without the complexity or cost of enterprise software.
All files are encrypted in transit and at rest. Clients receive secure links instead of email attachments. Full audit trails are maintained for compliance.
No. Your clients can securely view, download, or eSign documents without creating an account.
Yes. Every file sent, email, note, and interaction is stored securely under each client’s profile for complete compliance and easy reference.
Yes. You can send documents for secure electronic signature with full tracking and automatic reminders.
Absolutely. Set up automatic email sequences, appointment reminders, and workflow triggers so nothing falls through the cracks.
Yes. The system is designed with Canadian privacy requirements in mind and maintains detailed audit logs for regulatory compliance.
Yes. Every client has a secure, centralized profile where you can keep private notes, meeting summaries, and important history.
Yes. Built-in scheduling tools and automated reminders help you book and manage client meetings efficiently.
Yes. You can start with a free plan that includes 10 secure sends. No credit card required. Upgrade anytime when you need unlimited usage.
We offer email support, onboarding guides, and the ability to book a quick demo or call. We’re here to help you succeed.
An accounting entity is one complete set of books — a single business, corporation, or person you keep accounts for. Every plan includes a set number (2 on Basic and Starter, 5 on Premium), and any paid plan can add more in blocks; Enterprise entities are an add-on.
Nothing is deleted. Your paid features simply pause — add a card to continue, or keep using the free-forever accounting, invoicing and time-tracking tools. We’ll remind you before the trial ends.
You’ll see a prompt to upgrade and the affected feature pauses until you do — there are never surprise per-unit overage charges. Your existing data stays put; you simply move up a plan to add more.
Still have questions?Contact us — we’re happy to help.