Keep your client details together.Get your CRM free for 12 months.
A focused CRM built for US tax and bookkeeping firms — contacts, notes, tasks and a simple client progress pipeline. No messaging, no campaigns, no clutter. Just the basics, free for a full year.
Free year starts at activation · No automatic subscription · No commitment
The problem
Client details get scattered. Work gets harder.
Tax and bookkeeping firms live on client detail. When that detail is spread across tools that don't talk to each other, things slip — and the cost shows up at the worst moment.
Spreadsheets everywhere
One client lives across three tabs, a sticky note and a text thread. Nothing connects.
Notes in five places
Call summaries, deadlines and follow-ups scattered across notebooks, email and chat.
Tasks that slip
Renewals, filings and check-ins tracked in your head — until one quietly falls through.
No clear progress
You can't see at a glance which clients are onboarding, in progress or ready to review.
Four CRM basics
Four basics for clearer client follow-ups.
The 360 CRM is intentionally small. It does the four things a tax or bookkeeping firm actually uses every day — and leaves the rest out.
Contacts
Every client in one place — name, business, email, phone and the details that matter to you.
- Searchable directory
- One record per client
- Quick lookup
Notes
Capture call summaries, deadlines and context right on the client record, so nothing lives only in your inbox.
- Timestamped notes
- Per-client history
- Always findable
Tasks
Track renewals, filings and follow-ups with due dates tied to the client they belong to.
- Due dates
- Per-client tasks
- Clear ownership
Client progress pipeline
See where every client stands — onboarding, in progress, ready for review — at a single glance.
- Simple stages
- Drag-and-drop
- Big-picture view
What's not included
The free CRM is CRM-only. It excludes messaging, campaigns, AI, automations, calendars, websites, payments and managed team support. That's the point — a calm, focused tool, not a platform that grows faster than your firm does.
Eligibility
We review and verify before any account is created.
This is a limited pilot for the first 20 approved US tax and bookkeeping businesses. We check every application by hand — no instant sign-ups, no automated approvals. You'll hear from us with a decision before your account is ever created.
Why we verify first
We review applications so these 20 places go to businesses with a clear need for the CRM and a plan to use it.
US-based business
Your tax or bookkeeping firm operates in the United States.
Tax or bookkeeping
You offer tax, bookkeeping, or both as a core service.
Verifiable business
You have a website or public page, or can provide an alternative we can verify.
Reviewed first
We review and verify your application before any account is created.
How it works
Three steps. No surprises.
Apply
Fill out the application below. Tell us about your firm, how you track clients today, and what you'd use the CRM for.
Review
We review and verify your business, then come back with a decision. No account is created until you're approved.
Activate
Once approved, activate your CRM. Your free 12 months starts the day you activate — not the day you apply.
The free-year terms
Clear, plain terms. No fine print traps.
What you get
- Free for 12 months from the day you activate
- Contacts, notes, tasks and a simple client progress pipeline
- Up to the first 20 approved US tax & bookkeeping businesses
- Export your contacts as a CSV file at any time
What's not part of the free year
- Messaging, campaigns, AI, automations
- Calendars, websites, payments
- Managed team support
- Full notes, tasks or history backup on export
After 12 months
$99/month — only if you choose to continue. No automatic subscription and no commitment.
Your data, portable
Export your contacts as a CSV before access ends. This is a contact export, not a full notes, tasks or history backup.
No required upgrade
There is no required audit and no required paid upgrade. The audit is optional and separate.
Application preview
Apply for your free CRM
This is a draft preview of the application. Applications are not being collected yet — nothing is saved or sent.
Draft preview — applications are not being collected. This form does not save, send, or create any account, access, or charge. We will wire and test collection separately.
Optional demo
Astra • AI voice demo
A separate, optional illustration of 360's AI voice capabilities. It is not part of the free CRM and is not required to apply. Nothing loads until you choose to load it below.
This is a calm idle animation. It does not listen, speak, or record. Use the pause control to stop the motion.
This AI demo may process and store conversation information, including summaries and logs. Please use fictional details and do not share sensitive information.
No script runs until you check the box and click. Consent is not remembered between visits. You press the widget's native talk button to start — nothing starts automatically.
Optional
Want a clearer picture before you start?
The free CRM is complete on its own — no audit required, no required paid upgrade. But if you'd like a structured look at how your firm operates today, the 360 operations audit is available separately and entirely optional.
Explore the operations auditThe wider 360 ecosystem
Beyond the CRM, 360 offers an optional wider ecosystem that wraps around your business priorities — not required for the free year, just there if you grow into it.
360 OS
A broader operating system for running your firm's work in one place.
Assigned team
A dedicated team assigned to your account and priorities.
Leadership oversight
Senior leadership oversight aligned to your business goals.
FAQ
Questions, answered
Yes. Once your application is approved and you activate your CRM, you get 12 months free. The free year starts the day you activate — not the day you apply.
If you choose to continue, it's $99/month. There is no automatic subscription and no commitment. If you don't continue, your access simply ends.
Contacts, notes, tasks and a simple client progress pipeline. It is CRM-only — it excludes messaging, campaigns, AI, automations, calendars, websites, payments and managed team support.
The first 20 approved US tax and bookkeeping businesses. We review and verify every application by hand before any account is created — there are no instant or automated sign-ups.
Yes. You can export your contacts as a CSV file at any time. Note this is a contact export, not a full backup of notes, tasks or history.
No. There is no required audit and no required paid upgrade. The 360 operations audit is a separate, optional resource if you want a structured look at your operations.
Through your website or public page, or an alternative verification method if you don't have one. We confirm you're a genuine US tax or bookkeeping firm before approving your account.
Limited pilot
Keep your client details together.Free for 12 months.
The first 20 approved US tax and bookkeeping firms get the 360 CRM free for a full year. No automatic subscription. No commitment.
Applications are reviewed before any account is created.