Custom CRM software for Accounting Firms
Glide Solutions delivers tailor-made apps for Accounting Firms in weeks—so you get exactly what you need, when you need it.
Trusted by over 100,000 high-performing companies
Get the CRM you need, tailored to the way Accounting Firms work
Simplify client management, enhance financial tracking, and improve reporting accuracy with tailored CRM solutions for accounting firms.
Get a quoteFully Managed Service
Glide partners with your team from scoping to rollout, ensuring regular check-ins and communication throughout the process.
Rapid Development
Get a custom app tailored to your needs in weeks. Iterate and ship changes same day.
Modern Design
Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.
Let’s turn your vision into reality
Glide elevates your business with modern custom software.
Build for me
We scope, build, and deliver your custom solution in as little as 4 weeks—managing every step in the development process, from onboarding to post-deployment.
Get a quote
Do it yourself
Discover the no code platform for modern work software. Create the professional-grade tools you need without having to rely on developers or designers.
Try a free demo
Why Accounting Firms Need CRM Software
Our custom CRM software is crafted precisely for Accounting Firms, ensuring that your unique workflows are perfectly integrated. Unlike generic solutions, this tailored CRM adapts to your firm's specific needs, enhancing client relations and operational efficiency with precision. Experience a CRM that transforms your data management and client engagement without compromise. Choose a solution that fits your firm like a glove — choose our specialized CRM software.
A new paradigm for bespoke CRM software
We combine our flexible no code platform with vetted agency partners to deliver professional custom CRM software for Accounting Firms, on time and on budget.
Accounting Firms CRM Software—Your Way.
An all-in-one CRM tool that has everything Accounting Firms need.
Centralize financial client data and workflows for quick and efficient retrieval and management.
Integrate with your spreadsheets and SQL databases to ensure consistent, up-to-date accounting data across platforms.
Optimized for all devices, our CRM software maintains a polished look wherever you work, without additional adjustments needed.
Design tailored workflows to automate routine tasks and manage intricate accounting processes with precision.
Tailor user access with flexible roles and permissions to ensure data security and operational integrity.
We protect your financial information with strong security measures and strict adherence to cyber safety protocols.
Meet the companies working
more efficiently with Glide
See why they chose Glide
Catapult Sports
“Our Glide app serves as a single source of truth for customer relationships, helping us deliver faster, better service.”
Read their story
CarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
Read their story
Innovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
Read their storyCatapult Sports
“Our Glide app serves as a single source of truth for customer relationships, helping us deliver faster, better service.”
Read their storyCarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
Read their storyInnovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
Read their storyFrom the blog
Building a CRM: How to Create Your Own Sales CRM System Without Code
Most businesses buy cookie-cutter CRM software. Others develop their own with custom coding. But there’s another option: building a CRM without any code.
Read more
How it works
Here’s how we scope, build, and deploy your solution in weeks—not months.
1
Kickoff in days
Meet with the Glide team and a handpicked agency partner to discuss your goals and receive a detailed project proposal.
2
Build in weeks
Your agency partner designs and builds your app, incorporating your feedback and providing updates with a Glide Customer Success Manager.
3
Launch and iterate whenever
We launch your fully tested custom app, providing ongoing maintenance and support throughout your app's lifecycle.
Glide is rated 4.7/5 stars on 620+ G2 reviews.
See what they're saying
Our team is your team
Glide Solutions is a new type of development partnership built for your success.
We make software simple
We carefully select the best Agency Partner for your project and provide milestones, check-ins, and support from start to finish.
We are masters of our craft
We leverage years of experience gained from helping 100,000+ companies build and scale custom software.
We work with top agencies
Many of the world's top agencies choose Glide to build apps, backed by a community of 4,500+ Experts.