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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 firms work
One workspace per client company
Each Tormano organization connects to one QuickBooks Online company with full two-way sync: a separate workspace per client, with customers, invoices, payments and refunds 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 and DSO dashboard. Start with the DSO playbook.
Advisory-grade reporting
Eight QuickBooks reports inside Tormano (P&L, Balance Sheet, General Ledger, Trial Balance, Cash Flow and more), plus margin analysis, revenue recognition schedules, and pipeline-to-cash forecasting.
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: contacts sync as customers and sales as invoices on the schedule you set, alongside your QuickBooks Online clients.
Scheduling built in
Public booking pages, two-way Google and Outlook calendar sync with conflict checking, and video meetings on Zoom or Meet.
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, so every client's data, pipeline and books stay separate. Firm-level QuickBooks Online Accountant connections are not supported.
Can we offer collections as a service with it?
Yes. This is one of the strongest fits. Smart Collections 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 service.
Does it work with QuickBooks Desktop clients?
Yes. QuickBooks Desktop connects through the official Web Connector: download the connector file from Tormano, import it on the client's Windows machine, and contacts sync as customers and sales as invoices on the schedule you set. QuickBooks Online clients sync in real time.
What does it cost per client?
B2B plans run $29 (Essentials), $59 (Growth) or $99 (Business) per seat per month billed annually. Every plan includes the advanced QuickBooks integration; revenue recognition, collections and margin analysis come with Business. Payments your clients collect through Tormano carry a 0.25% platform fee on top of Stripe's rate and settle into the client's own Stripe account. See all fees.
Can it handle revenue recognition for our SaaS clients?
Yes. ASC 606 revenue recognition is built in: subscription, milestone, usage, and percentage-of-completion methods, deferred revenue waterfalls, performance obligations, and auto-generated journal entries into QuickBooks.
Ready to run your clients on one system?
Connect a client's QuickBooks, import their records, and run the workflows you use today.
14-day free trial. Every feature unlocked. No credit card required.