Denari Relations
The CRM accounting firms actually use.
Scope engagements properly, price them with confidence, and hand them off cleanly to production. The throughline from prospect to project done.
From first conversation to kicked-off engagement.
Pipeline
Track prospective engagements from first conversation to signed letter, with stages that mirror how firms actually sell.
Referral source tracking
Know which clients, partners, and centers of influence drive your pipeline, and what that book is worth.
Proposals & letters
Generate compliant letters from firm templates, send for e-signature, and convert wins into engagements in one motion.
Pricing intelligence
See realization, effective rates, and pricing benchmarks across your book. Proposals grounded in data, not guesswork.
Centralized communications
Every email, meeting note, and touchpoint from anyone at the firm, organized per client relationship.
Relationship profitability
For every client, see what work you deliver and whether it’s profitable across all entities and services.
“Working with this team has been an exceptional experience because they prioritize building strong, lasting relationships grounded in trust and mutual respect. Their collaborative approach ensures everyone’s perspective is valued, leading to thoughtful solutions and better outcomes.”
Steve Darrow
Partner · De Boer, Baumann & Company
Security
Explore Denari security →Certifications & audits
SOC 2 Type II
Independently audited for security, availability, and confidentiality.
ISO 27001In progress
Certified information security management for the Denari platform.
ISO 42001In progress
Certified AI management for responsible AI development and governance.
Data residency & compliance
US-only data residency
All data stored and processed exclusively within US-based infrastructure.
IRC §7216 & §6713
Compliant with tax-return-information disclosure rules by default.
Written Information Security Plan
Formal WISP aligned with IRS, FTC Safeguards, and GLBA.
Data security
Encryption
Encrypted at rest and in transit, with dual-layer server-side encryption (DSSE) for documents.
AI data privacy
Firm and client data is never used to train AI models.
Ready to learn more?
Book an introLearn more
Set up time with the Denari partnerships team to learn more about the Denari platform and to assess fit.
Onboarding
Denari understands that only half of a good software experience is good software. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.
Support
Our partner support is very important to us. Instead of using AI to provide low-quality support, we use AI to provide higher quality and quicker support from real US-based people on the Denari team.