getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

A20 Connect Logo

Automation platform for accounting firms

Table of Contents

usersusersusers

Is this product right for your business?

Find out with a

A20 Connect - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

A20 Connect overview

What is A20 Connect?

A20 Connect revolutionizes the accounting and financial advisory landscape with its user-friendly platform, designed to empower firms with automation and efficiency. By integrating sales, marketing, and client management into a single, seamless system, A20 Connect addresses the unique challenges faced by the financial sector. The platform not only streamlines operations but also ensures that every lead is captured, nurtured, and converted, leveraging automated messaging and multichannel communication to maintain constant engagement. With A20 Connect, accounting firms can focus on strategic growth and client service excellence, knowing that their operational needs are fully managed. This transformative solution fosters better client relationships, enhances retention, and drives revenue growth, making A20 Connect the essential partner for any accounting firm looking to thrive in today's dynamic market.

Key benefits of using A20 Connect

A20 Connect: Unleashing the Power of Automation and Integration for Accounting Firms

All-In-One Platform: A20 Connect stands out as a revolutionary all-in-one platform, adeptly designed to replace at least 15 traditional marketing tools. This consolidation brings unparalleled efficiency and cost savings, streamlining your marketing efforts with cutting-edge technology.

Expert Outsourcing Option: With A20 Connect, firms have the unique option to outsource to a team of industry-specialized experts. This means you can focus solely on servicing clients while leaving the marketing and operational complexities to seasoned professionals.

Seamless Integrations: The platform boasts seamless integrations with leading accounting platforms and Zapier, ensuring a cohesive ecosystem where data flows freely between your essential tools, enhancing productivity and data accuracy.

Comprehensive Lead and Sales Management: A20 Connect excels in managing leads and overseeing the entire sales process. Its robust framework ensures that every potential client is tracked, engaged, and guided through the sales funnel efficiently.

Client Information Management: Storing client information becomes effortless with A20 Connect. This feature allows for the creation of targeted newsletters, ensuring that you maintain constant and meaningful communication with your clients.

Website Solutions: Catering to diverse needs, A20 Connect offers drag-and-drop website builders along with WordPress hosting options. This empowers firms to launch professional, high-performing websites with ease, enhancing online presence and client engagement.

AI and Automation: Built-in AI and automation capabilities transform routine tasks into automated processes, from client engagement to lead nurturing. This not only saves time but also ensures that your firm can provide personalized experiences at scale.

Education and Support: Access to education and live support puts a wealth of knowledge at your fingertips. Whether you need onboarding assistance, strategic advice, or technical support, A20 Connect is there to ensure your success.

Onboarding for Success: A20 Connect's onboarding process is meticulously designed to set firms up for success. From initial setup to strategic implementation, every step is guided to ensure a smooth transition and immediate impact.

Mobile Experience: The mobile experience provided by A20 Connect ensures that you can manage your sales and marketing efforts on the go. Real-time notifications and mobile management capabilities mean you never miss an opportunity, regardless of where you are.

Starting price

97flat rate /
per month

Alternatives

with better value for money

A20 Connect’s user interface

Ease of use rating:

A20 Connect reviews

Overall rating

empty-state-img

No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

0

0

0

0

0

A20 Connect's features

A/B testing
Access controls/permissions
Activity dashboard
Activity/News feed
Alerts/Notifications
API
Appointment scheduling
Assignment management
Batch processing
Calendar management
Calendar/Reminder system
Call logging
Campaign analytics
Campaign management
Commenting/Notes
Commission management
Contact database
Contact management
Conversion tracking
CRM
Customer database
Customizable ctas
Customizable fields
Customizable forms
Data import/export
Document management
Document storage
Drag & drop
Drip campaigns
Electronic signature
Email management
Email marketing
Email templates
Email tracking
Engagement tracking
Event triggered actions
For sales teams/organizations
Interaction tracking
Landing pages/web forms
Lead assignment
Lead capture
Lead generation
Lead management
Lead nurturing
Lead segmentation
List management
Live chat
Marketing automation
Marketing calendar
Mobile access
Mobile app
Monitoring
Multi-Campaign
Multi-Channel communication
Multi-Channel marketing
Opportunity management
Performance metrics
Pipeline management
Pipeline reports
Process/Workflow automation
Product catalog
Proposal generation
Prospecting tools
Quotes/Estimates
Real-Time data
Real-Time reporting
Referral tracking
Reminders
Reporting & statistics
Reporting/Analytics
Revenue management
Role-Based permissions
Sales analytics
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Search marketing
Search/Filter
Segmentation
Shared contacts
SMS marketing
Social marketing
Social media integration
Source Tracking
Tagging
Task management
Template management
Third-Party integrations
Transfers/Routing
Web forms
Website visitor tracking
Workflow management

A20 Connect alternatives

A20 Connect logo

Starting from

97

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
monday.com logo
visit website

Starting from

9

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
monday CRM logo
visit website

Starting from

12

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Copper logo
visit website

Starting from

12

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

A20 Connect pricing

Value for money rating:

Starting from

97

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about A20 Connect price and value

Value for money rating:

A20 Connect support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
24/7 (Live rep)
Chat
Knowledge Base
FAQs/Forum
Phone Support

Training options

Videos
Documentation

A20 Connect FAQs

Q. What type of pricing plans does A20 Connect offer?

A20 Connect has the following pricing plans:
Starting from: $97.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of A20 Connect?

A20 Connect has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does A20 Connect support?

A20 Connect supports the following languages:
English


Q. Does A20 Connect offer an API?

No, A20 Connect does not have an API available.


Q. What other apps does A20 Connect integrate with?

A20 Connect integrates with the following applications:
authorize.net, Microsoft Outlook, PayPal, WhatsApp, Zapier, Gmail, Google Workspace, Twitter/X, Stripe, Slack, TikTok, QuickBooks Online, Google Calendar, Instagram, NMI Payments, Shopify


Q. What level of support does A20 Connect offer?

A20 Connect offers the following support options:
Email/Help Desk, 24/7 (Live rep), Chat, Knowledge Base, FAQs/Forum, Phone Support

Related categories