Accounting firm
A CRM for accounting firms, built around your files
Your clients aren’t “contacts”: they’re files, with tax and payroll deadlines, expected documents and years of history. Ystura develops a CRM that speaks files, deadlines and returns — and reminds you about the missing document before it’s missing.
Today
The missing document
Every filing waits for a document the client hasn’t sent — and you’re the one chasing it.
Deadlines everywhere
VAT, corporate tax, payroll: the calendar overlaps in spreadsheets only veterans can read.
History nowhere to be found
“What did we answer them last year?” — three folders later, nobody knows.
What you get
Structured client files
Each file carries its deadlines, documents and filing history — per fiscal year.
Automated document chasing
The expected-documents list feeds targeted, polite, scheduled follow-ups.
A real tax calendar
VAT, corporate tax, payroll: every file’s deadlines cross-referenced in one calendar, with alerts.
Traceable exchanges
Every email sent or received is attached to the file — next year, the answer is right there.
Accounting firm
Features
Frequently asked questions
No — it surrounds it. The CRM manages relationships and file tracking; accounting stays in your trade tool. The two can talk via exports if needed.
Yes, permissions are set at generation: each employee sees their files, the signatory sees everything.
Data is hosted in France on our infrastructure, isolated per client, backed up. See our privacy policy.
Go further
Guides
- Where your client data lives (and why it matters)Hosting, backups, isolation, reversibility: the four questions to ask before entrusting your client book to a tool — and Ystura’s answers.
- Zero typing: the client record next to the email, and the email filed by itselfEmail is already your real CRM — just without structured memory. How to connect Outlook or Gmail to the client file without changing your habits.