Backstage is the #1 business-building software designed specifically for accountants and small business accounting firms. Unlike generic CRM and marketing platforms, Backstage is tailored to meet the unique needs of the accounting industry, offering features like automated client management, invoicing, and specialized workflows that save time and streamline your operations.

Yes! Backstage is designed to be an all-in-one solution, helping you manage everything from your website and marketing to appointments and payments, all from a single platform.

Backstage replaces several expensive tools that accountants typically use, combining everything into one platform.

Here’s how we save you money:

• CRM & Pipeline Management: Replaces tools like HubSpot, saving you $99/month.

• Sales Funnels: Unlimited funnels without needing ClickFunnels, saving $297/month.

• Website Builder: No need for Wix or Squarespace, saving $29/month.

• Email & SMS Marketing: Integrated, replacing tools like MailChimp and Twilio, saving $198/month.

• Booking & Appointments: Replace Calendly, saving $29/month.

• Workflow Automation: Replace Zapier, saving $169/month.

• Courses & Products: Build and sell courses without Teachable, saving $159/month.

• Call Tracking & Reputation Management: Save on tools like CallRail and Birdeye, saving $394/month.

Total Savings:

Over $6,972 per month by using Backstage instead of individual tools, all for just $297 per month.

All features are included, but when it comes to email and SMS sending, you’ll need to purchase additional credits. As with any email or SMS service on the internet, there are fees associated with the number of messages you send.

We don’t add any extra charges on top of these fees; we simply pass the true cost on to you.

For emails: Sending 1,000 emails costs just $0.675.

For SMS: Sending 1,000 SMS messages costs $20.00 for outbound messages

Backstage provides a comprehensive suite of tools that not only manage your clients but also drive new business. From automated marketing campaigns and lead generation to scheduling and payment processing, Backstage helps you attract new clients while maintaining strong relationships with existing ones, all within a single platform.

Absolutely! Backstage consolidates all your client communications into one platform, including emails, SMS, phone calls, and even social media messages. This ensures that you never miss an important interaction and allows you to manage everything efficiently from a single dashboard.

We understand that transitioning to new software can be challenging, which is why we offer 24/7 customer support to assist you every step of the way. Whether you need help with initial setup, creating workflows, or troubleshooting issues, our expert support team is here to ensure you get the most out of Backstage.

Backstage is designed to seamlessly integrate with a wide range of accounting tools and software. Whether you’re using QuickBooks, Xero, or another platform, Backstage can connect with your existing systems to ensure a smooth transition and unified workflow.

Yes, Backstage includes built-in invoicing and payment processing features. You can easily create and send invoices, track payments, and even process transactions directly through the platform using Stripe, PayPal, and other payment gateways

Backstage offers powerful marketing tools designed to grow your accounting firm. You can automate email and SMS campaigns, build high-converting sales funnels, and track the success of your marketing efforts—all from within the platform. This ensures you can focus on delivering excellent service while Backstage handles the marketing.

Yes, we offer a 7-day free trial so you can explore all the features Backstage has to offer without any commitment. This gives you a risk-free opportunity to see how our software can transform your accounting firm.