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About Client Matrix

Introducing Client Matrix Accountant's CRM, a state-of-the-art application tailored for consulting and professional service businesses. This innovative platform serves as both a client relationship management system and a team collaboration tool, blending simplicity with productivity. With Client Matrix Accountant's CRM, clients can connect effortlessly with chartered accountants, enabling seamless communication and personalized service. Key features include follow-up reminders and notifications, ensuring users stay on top of deadlines and maintain strong business relationships. Designed for flexibility, our app is ideal for both individual task management and team collaboration, making it an essential tool for fostering client relationships and boosting productivity. Stay connected with your Personal Accounts Manager and elevate your business management experience with Client Matrix Accountant's CRM. Download now to streamline and optimize your workflow.

What’s new

Version 2.0.3 · Updated September 3, 2026

- Tasks are now in the app. New Tasks tab to see what you have on, filter by status or overdue, search, and create tasks. Open one to change its status, tick off subtasks, comment, and add files. - Fixed: dark mode now stays selected after you close and reopen the app.

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