TormanoHome › For accountants
For accounting professionalsThe CRM that speaks your clients' ledger.
Accounting firms, bookkeepers, and fractional CFOs live in QuickBooks. Tormano is the CRM built around it - so client relationships, receivables, and advisory reporting run on the same books you already keep.
No credit card required. Every feature unlocked for the full 14 days.
Built for how accounting professionals actually work
One workspace per client company
Each Tormano organization connects to one QuickBooks Online company with full two-way sync - a clean, isolated workspace per client, with your team invited into each. Customers, invoices, payments, and refunds stay reconciled in real time.
Receivables as a service
Run collections for clients from inside the CRM: payment reliability scoring, dunning sequences with escalation, promise-to-pay tracking, and a working capital + DSO dashboard. Turn "chase the invoices" into a productized advisory deliverable. Start with the DSO playbook.
Advisory-grade reporting
Eight native QuickBooks reports rendered in-app - P&L, Balance Sheet, General Ledger, Trial Balance, Cash Flow and more - plus margin analysis, revenue recognition schedules, and pipeline-to-cash forecasting for client conversations.
Client billing that posts itself
Raise a quote or invoice in the CRM and it posts straight into the client's QuickBooks with line items and terms intact - payments and status flow back automatically.
QuickBooks Desktop clients too
Clients still on Desktop connect through the official Web Connector - customers and invoices sync as qbXML on the schedule you set, alongside your QuickBooks Online clients.
Meetings without the back-and-forth
A native scheduler with public booking pages, two-way Google and Outlook calendar sync with conflict checking, and video meetings on Zoom, Meet, or Jitsi.
Scope note: each organization syncs transactionally with one QuickBooks Online company, and QuickBooks Online Accountant multi-realm setups are not supported - multi-client practices run one workspace per client.
Frequently asked questions
How do accounting firms structure Tormano across clients?
One Tormano organization per client company, each connected to that client's QuickBooks with full two-way sync. Your staff are invited into each workspace with role-based permissions. This keeps every client's data, pipeline, and books cleanly isolated.
Can we offer collections as a service with it?
Yes - that is one of the strongest fits. The Smart Collections engine scores every customer's payment reliability, runs dunning sequences with stage-by-stage escalation, tracks promises to pay, and reports recovery by channel. Firms package it as an accounts-receivable management deliverable.
Does it work with QuickBooks Desktop clients?
Yes. QuickBooks Desktop connects through the official Web Connector: download the configuration file from Tormano, import it on the client's Windows machine, and customers, invoices, and payments sync as qbXML on a schedule. QuickBooks Online clients sync in real time.
What does it cost per client?
B2B plans run per seat: $29 (Essentials), $59 (Growth), or $99 (Business) per seat per month billed annually. Every plan includes the advanced QuickBooks integration - vendors, bills, expenses, payments, journal entries, purchase orders, deposits and customer statements; the top-tier workspace - revenue recognition, collections, margin, working capital - ships on Business. Separately, payments your clients collect through Tormano on the Business edition carry a 0.25% platform fee on top of Stripe's standard processing rate (2.9% + 30¢ per successful card charge) — about 3.15% + 30¢ all-in on a card payment. The money settles into the client's own Stripe account, which is the merchant of record; invoices and payments recorded manually carry no platform fee.
Can it handle revenue recognition for our SaaS clients?
Yes. ASC 606 revenue recognition is native: subscription, milestone, usage, and percentage-of-completion methods, deferred revenue waterfalls, performance obligations, and auto-generated journal entries into QuickBooks.
Ready to see Tormano in action?
14-day free trial, every feature unlocked - no credit card required. Connect your real QuickBooks, import your records, and run the workflows you use today.
No credit card required. Every feature unlocked for the full 14 days.