Your CRM is only worth what your firm actually uses during tax season
A CRM for accounting firms keeps every client, engagement, deadline and document request in one place instead of across email threads and sticky notes. I audit how you work in two to three weeks, for $2,000, and hand you a written plan. Then I build it, migrate your client list, train your staff, and hand it over working.
I'm Filip Radisic, founder of Linked Core LLC. I've set up the business architecture for dozens of companies, including one of my own I tore down and started over from zero.
Now I build CRM, sales and automation systems for other business owners priced and delivered in stages, so you pay one stage at a time.
If this page solved one problem you recognized, there's a good chance the rest of your business has a few more just like it.
What it looks like before the system exists
None of this is a motivation problem. It is what happens when a firm grows faster than the way it tracks work.
Deadlines tracked by memory
Extension dates and quarterly filings live in someone's head instead of a system that reminds the whole team.
Document requests that stall
A client owes you three W-2s and a 1099, and nobody knows who's still waiting on what.
Engagement letters signed but never tracked
You can't tell at a glance which clients are onboarded, mid-engagement, or gone quiet.
Referrals with no follow-up
A bookkeeper sends you a lead in March and it's forgotten by April.
Tax season chaos with no system
Every January the office reverts to sticky notes and shared spreadsheets because the CRM never got adopted before the rush hit.
New client onboarding takes too long
Engagement letters, intake forms and initial document requests happen manually every single time, costing hours per client.
How the setup actually runs
Three stages: the audit in two to three weeks, the build in six to eight, then launch and training in two to three. You keep working the whole time.
I map how your firm already works
How engagements start, how deadlines get tracked, how documents move between you and the client. The system gets built around that, not around a software demo.
Build and connect
Client pipeline, deadline automation tied to filing types, document request templates, and referral tracking so nothing from a bookkeeper or attorney gets lost.
Move your history across
Client list, engagement history, open document requests and referral sources out of spreadsheets or your old system. Cleaned and de-duplicated, not dumped.
Train your staff where they work
Partners and staff on the desktop, on real client files, before the next filing season arrives. Plus written procedures so a new hire learns the system in a day instead of a month.
Questions accounting firms ask
Which CRM do you use?
Whichever fits your firm. Many practices already run HubSpot alongside a practice-management tool, and I work with what you have.
Will my staff actually use it?
Only if it saves them clicks during the busiest weeks of the year. Training happens on real engagements, not in a conference room.
Can it survive tax season without breaking?
Yes. The system is built and tested before the rush, not during it, so the busiest weeks of the year are exactly when it needs to hold up.
What if I only want the audit, not the full build?
That is a real option. Some people take the written plan from Stage 1 and either do it themselves or bring in someone else. You are never obligated to continue.
Do you only work in Florida?
No. The build is done remotely and works the same anywhere in the US. Linked Core LLC is based in Fort Lauderdale, Florida.
What it costs
✓ Full audit of your tools, calls, scheduling and paperwork
✓ Written plan of what to build and in what order
✓ Honest answer on whether you need a full build at all
✓ The build, priced by what actually gets built
✓ Data migration from whatever you use now
✓ Team training and written procedures
✓ Two weeks of support after go-live
One hour, free, no pitch
Tell me how many people you run, what you use now, and where work falls through. I will tell you what I would fix first and roughly what it costs.