Bookkeepers and small accountancy practices juggle more deadlines than almost any other trade — VAT returns, year-end accounts, payroll dates — spread across a client list that only grows. RGS simpleCRM isn't accounting software, but it's the client relationship layer that sits alongside it: every client, their key contacts, and a full history of calls and emails, with deadline reminders that land in your inbox before they're due, not after.
Instead of tracking deadlines across separate spreadsheets per client, or trying to remember which client you last spoke to about what, everything lives in one dashboard — so you can see exactly what's overdue across your entire client list at a glance.
Sound familiar?
A dozen clients means a dozen ways for something to slip.
Built for a busy client list
Frequently asked questions
Is RGS simpleCRM an accounting or bookkeeping tool?
No — it doesn't do accounts, payroll or tax filing. It's a client relationship and deadline-tracking tool that works alongside your existing accounting software.
Can I set a reminder for each client's deadlines?
Yes. Log an activity with a reminder date for any deadline, and RGS simpleCRM will email you before it's due — and the dashboard shows every overdue item across your whole client list in one place.
Is each client's data kept separate and secure?
Yes — every client you add belongs to your own organisation's private, isolated data, never shared with or visible to anyone outside your practice.
Can I export my client list?
Yes — companies, contacts and activities can all be exported to Excel at any time.
Who runs on RGS
Micro-businesses of every stripe.
