In a firm, the problem isn't "getting the work done." It's maintaining a clean client relationship, quickly retrieving documents, validating what needs to be validated, and avoiding late follow-ups (on both the invoice and client sides). Djaboo centralizes tracking, documents, and administrative tasks so the team can move forward with a simple method: crm, customer portalrequests for parts, invoicing, payments, validations and reporting.
Today — to be dealt with
A firm progresses when files progress. And files progress when documents arrive, when approvals are clear, when client relationships are well-defined, and when administrative tasks don't get in the way. A CRM for accountants should help with this: making daily operations more reliable, without creating a complex system.
During busy periods, there's no shortage of willpower. What's lacking is visibility. Who's waiting for a document? Which client needs approval? Which file is stuck? What's been sent? Who's followed up? A good CRM for accounting firms makes all of this clear, without adding any workload. Below, I'll show you typical situations in a firm and how Djaboo helps, with a simple approach: centralize, track, act.
Gathering documents takes up a huge amount of time in the firm. And it's not "difficult." It's repetitive. A client sends a document to the wrong place, another forgets, a third replies "I'll send it to you tomorrow," and it drags on. If the follow-up relies on email, you end up with incomplete files, late reminders, and unnecessary pressure.
Djaboo allows you to have a customer portal to centralize the relationship, and a logic of customer documents to keep everything in the right place. In practical terms: you know what's missing, what's been received, and you can follow up properly, without searching through 12 threads.
In practice, it's not "just another tool." It's the opposite: you stop using your email inbox as a CRM. And that changes your daily life: less stress, fewer gaps in your workflow, and better-guided clients.
In a law firm, there are times when validation is essential: an engagement letter, an invoice, a document sent to the client, a significant change. If validation is done verbally or in a discussion, the record is lost. And when there's doubt, no one knows who said what.
With Djaboo you can put workflows Simple validation: a step to validate before sending, a status that only changes after approval, etc. And you retain access control thanks to the permissionsPractical when the entire firm doesn't need to see all the files, or when some clients are sensitive.
Again, the goal isn't to add more processes. The goal is to avoid errors and gray areas. A CRM for accounting professionals must protect the team as much as the client.
A practice needs clean billing. Not just to "send an invoice," but to track what's been sent, what's been paid, and what needs to be followed up. When it's unclear, you waste time, you follow up too late, and cash flow becomes a strain. And since the team is already overloaded, follow-up becomes the task that gets put off.
Djaboo centralizes billingfollowed by Payments and vision TreasuryYou know what needs to come in. And you maintain a simple routine: invoice, follow up, and call back if necessary.
And if you want to get started quickly without asking yourself 50 questions, you can rely on... invoice templatesThe goal remains the same: to move forward, without getting distracted.
A firm isn't just client files. It's also a team, expenses, internal processes, commitments, and documents that need to be secured. If everything is stored in separate systems, you waste time and increase the risk of errors. And when you want to get a simple overview (activity, delays, follow-ups, workload), you don't know where to look.
With Djaboo, you can centralize useful elements such as expenseand you can pilot with a reporting Simple: blocked files, pending approvals, late invoices, missing documents. To standardize your documents, you can also rely on... contract templates (for example, to structure a letter of engagement or a recurring service), without starting from scratch.
The goal of a CRM for accountants is not to "do everything for you." It's to give you a simple method to help your firm run more smoothly.
Accounting CRM shouldn't be an "IT project." It should be a simple routine: every file has a status, every document has a tracking number, every approval is recorded, and every invoice is monitored. When this is in place, you save time, reduce errors, and provide a better experience for your clients.
Start with customer tracking and documentation. Then add the time-saving features: approvals, invoicing, reporting. Most importantly: a tool you use every day, not a complex, overly complicated one.
Starter
0€
/ month · forever
To test Djaboo in your actual use case, without obligation.
Pro
39€ / month
per user · monthly
Ou 29€ / month per user · annual
Everything you need to manage your installation and maintenance business.
No bank card
Company
Quote only
Multi-team, multi-agency
For SMEs with multiple field teams and advanced reporting needs.
Need to see how it fits into your practice? We'll do a demo focused on "files + documents + validations".
