CatchIt – Accountant Edition

CatchIt – Accountant Edition is a mobile prospect management tool built for any accountant who is incentivized to bring in new clients. Its your one-source app that keeps everything in one place. This is not a CRM with distractions or multiple requirements and there are no bells and whistles that cause time wasting. This was built for you, but is scalable for your entire firm and its leadership. Catch and manage prospects, add contacts easily and their preferences. Log and send referrals to colleagues or outside referral sources. All of this is done directly from your phone so its perfect while on the go. Want to use a bigger screen? Login to the portal from your desktop or iPad to perform the same functions, run reports, and view the clean and useful dashboard. No technical expertise required, and weve done that on purpose. We do the upfront work in getting you all set-up so you can focus on growing your practice.