Clients, Contacts & Groups
A client directory built for tax entities, households, and billing—not cold sales
Sales CRMs revolve around "leads" and "deal stages." CPA Relay organizes the clients you actually serve—tracking entity types, EINs, fiscal year-ends, family and business Groups, billing contacts, internal sticky notes, and account statements in one clean record.
Import up to 5,000 clients at once via CSV · Unlimited free client portal logins
Built for accounting records
Entity types, EINs, Groups, and invoice defaults in one profile
Every client gets a clean ID (like CL-01) and six organized tabs:
Details, Proposals, Projects, Invoices, Documents, and Notes.
Link a family's 1040 household and their S-Corps together in a Group (`GR-01`)
for instant filtering—knowing that Groups never accidentally grant cross-access to client logins.
- Accounting-native fields: Legal name, DBA, Entity Type (Individual, Married couple, LLC, S-Corp, C-Corp, Partnership, Trust, Estate, Nonprofit), formatted EIN, Fiscal Year End, and Formation State.
- Protected Billing Contact: The primary contact carries an orange Billing contact badge and receives proposals, invoices, and statements—protected so only Admins and billing staff can change it.
- Custom Client Tags: Tag clients as
1040,1120-S,Bookkeeping, orHigh touchand filter your directory as you type.
Notes, statements & CSV import
Internal sticky notes, emailable monthly statements, and 60-second CSV import
Keep permanent institutional knowledge on the client's Notes tab, generate month-by-month billing statements in two clicks, and bring your existing client list over from a spreadsheet without retyping.
- Internal sticky notes with @mentions: Leave yellow internal notes on the client record and
@mentionany teammate at the firm to notify them. - Monthly client statements: View or email a month-by-month statement showing Opening Balance, Invoiced, Collected, Written Off, and Closing Balance.
- Forgiving 5,000-row CSV import: Recognizes plain-English entity spellings ("S Corp", "Married couple", "LLC"), validates EIN formats (`12-3456789`), and safely fills in blank fields on existing clients without overwriting your data.
Related guides & features
Client operations without software bloat
Practitioner Guide
CRM for Accountants & CPAs
Why traditional sales CRMs fail CPA firms and what practitioners actually need from client records.
Read CRM guideCompanion feature
Deny-by-Default Client Portal
Give every household and business entity a unified login with strict Amber/Sky visual boundaries.
Explore portalSoftware Comparison
CPA Relay vs. Karbon
Compare unified client records and tax-year project tracking against inbox-driven workflow suites.
Compare CPA Relay vs. KarbonBring your client list over in minutes
Request an invitation for your firm and import your existing client spreadsheet on day one.
Unlimited client records · Unlimited contacts · Free portal logins