Marketing & Sales CRM
Win high-value advisory clients,
bill on autopilot
8+ hours saved weekly on proposals alone.
Trusted Software
Discover how firms scaled with AccountGroove.
See how firms like yours are growing on autopilot and streamlining marketing and sales.
10+ Tools Replaced
One all-in-one AI Lead to Paid system
11x Leads Captured
With automated follow ups & nurturing
40% Convert Faster
From first contact to signed proposal
35% Profit Increase
With AI smart pricing & positioning
Key Features
Replace 10+ disconnected tools all-in-one.
AccountGroove connects every stage of your client acquisition process.
Proposal Builder
Send a branded, 3-tier proposal with AI price & positioning in under 2 minutes.
AI Pricing & Positioning
Price confidently with AI insights from top-converting proposals and firm data.
E-Sign & Payment Capture
Clients e-sign with payment details collected upfront for easy payments.
Auto-Invoicing & 2-Day Payouts
Automate invoices and collections to keep cash flow steady and get paid fast.
Centralized Billing
Turn accepted proposals into recurring invoices and payments in one place.
Bulk Renew & Rate Increase
Renew agreements and raise fees across your all clients with one click.
Pipeline & Auto-Tracking
Track leads to signed engagement automatically, no manual updates.
Smart Forms
Collect client information and route it to the right pipeline.
Workflow Automations
Automate follow ups, onboarding, and internal tasks.
Lead Scoring & Follow-up
Best-fits book calls, warm join waitlist, bad-fits referred out, replies under 60s.
Email Campaigns
Automated emails keep warm leads engaged with you as the trusted expert.
Social Planner
Schedule and auto-post content to stay consistent and be seen as the expert.
Calendar Scheduler
Schedule calls with automatic reminders and calendar sync.
2-Way SMS Marketing
Spark real-time conversations, qualify leads faster and drive more bookings.
Reviews & Referrals Engine
Auto review + referral requests turn clients into a referral engine.
Analytics & Business Insights
Dashboard shows what’s working, what’s not, and where to improve.
AI Marketing Engine
Learns the business to create posts and newsletters to attract better clients.
Smart Content Positioning
Defines your niche, voice, and messaging automatically.
Adaptive Content
Improves every social post & newsletter based on what performs best.
Schedule Posts & Newsletters
Publish content consistently across channels via direct CRM connection.
Authority Building
Positions you as the go-to expert with on-brand, research-backed content.
Integrations
Connect to your favorite tools
Top-firms choose AccountGroove because it simplifies the complexity of marketing, sales and billing while connecting to your practice management, accounting platform and lead generation channels.
How It Works
From first lead to paid client, automated.
Fully set up in just 14 days.
Guided onboarding and prebuilt templates designed for accounting firms.
1. Connect Your Firm
Get AccountGroove
2. Activate Workflows
Marketing & Sales CRM
Proposals & Billing
AI Lead Generation
Import Data
3. Win Clients & Get Paid
Welcome to AccountGroove
Only Lead-to-Paid System for accounting firms.
About Salix
Used in basket weaving, traditional medicine.
Salix Pharmaceuticals
Specializes in gastrointestinal (GI) health products.
Testimonials
Trusted by 100+ accounting firms
scaling faster.
4.9
from top-performing accounting firms
