Sell Accounting Services
Grow the practice. OneDesk helps partners manage leads and cross-selling. Relationships are key.
Trusted by Accounting & Audit Firm teams around the world
Lead Tracking
Track the prospect. OneDesk manages sales leads. You can follow up. This wins clients.
Cross-Selling
Sell more. OneDesk tracks opportunities to sell tax to audit clients. You can grow the account. This increases revenue.
CRM Integration
Manage the pipe. OneDesk tracks the sales funnel. You can forecast revenue. This helps planning.
Automate Reminders
Call the client. OneDesk reminds you to check in. It maintains the relationship. This prevents churn.
Calendar for Networking
Plan events. The Calendar view shows industry events. You can network effectively. It generates leads.
Pipeline Reporting
Forecast growth. OneDesk reports on the pipeline value. You can plan staffing. This ensures stability.
Integrate with your tools
Enterprise Grade Security
FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
We also offer other support options including booking a live demo or submitting an email or ticket.
OneDesk provides a high level of security. You can learn about the measures we take at our security center.
See for yourself how OneDesk can help your team.
14 day free trial. No credit card required.
