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A20 Connect Logo

Automation platform for accounting firms

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A20 Connect - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

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.

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

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Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.00/10
Rating distribution

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4

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2

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A20 Connect's key features

Most critical features, based on insights from A20 Connect users:

A/B testing
Access controls/permissions
Activity dashboard
Activity/News feed
Alerts/Notifications
API
Appointment scheduling
Assignment management
Batch processing
Calendar management

All A20 Connect 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/Analytics
Reporting & statistics
Revenue management
Role-Based permissions
Sales analytics
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Search/Filter
Search marketing
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

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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

Related categories