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.
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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.
Engagement letters, signed
Native e-signature: upload the engagement letter PDF, drag signature and date fields into place, and send. Tamper-evident seal, optional SMS identity verification, and a public verification endpoint.
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.
Honest 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 QuickBooks sync; the full depth — revenue recognition, collections, margin, working capital — ships on Business.
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. Connect your real QuickBooks, import your records, and run the workflows you use today. Cancel anytime.
Card required. Cancel anytime in settings before day 14.