About Us
Welcome to Rare Karma
Specializing in CRM and marketing automation solutions for accounting and legal firms, combining deep technical expertise with strategic consulting.
Who Are We
We are a specialized consultancy helping accounting and legal firms optimize their CRM and marketing automation, blending deep technical expertise with strategic execution.
Our Mission
Our mission is to help accounting and legal firms simplify their technology, streamline operations, and create smarter, more connected systems that drive long-term success.
What We Do
- CRM Implementation
- Marketing Automation
- System Integrations
- Data Migration & Cleanup
- Consulting & Strategy
- IT Support & Troubleshooting
Our Process
01.
Discover
We assess your needs, goals, and existing systems to craft a tailored plan.
02.
Define
We map out the ideal CRM and automation setup for seamless integration.
03.
Configure
We configure your CRM, automate workflows, and connect essential tools.
04.
Migrate
We ensure accurate data transfer, clean up inconsistencies, and provide guidance throughout the process.
05.
Training
Test the new systems in-place and provide hands-on training for your team.
06.
Support
Monitor performance, make adjustments, and provide continued support.
Why Choose Us?
We specialize in delivering tailored CRM and marketing automation solutions that streamline operations and drive growth for accounting and legal firms. Here’s why we’re the trusted partner for your firm’s success:
We specialize in CRM and marketing automation for accounting and legal firms.
We connect your CRM with essential tools like CCH Axcess, Introhive, Redtail, and more.
We don’t just consult—we execute with a deep understanding of both technology and business needs.
Over 20 years of experience helping firms streamline operations and drive growth.
We tailor every implementation to fit your firm’s unique processes and goals.
From setup to optimization, we provide hands-on support to ensure long-term success.
Some Numbers
See how Rare Karma delivers results—by the numbers
Satisfied Clients
Projects Completed
Certs Earned
Lines of Code
🚀 Ready to Elevate Your CRM?
Let’s build a smarter, more efficient CRM and marketing automation system for your firm. Get in touch today and take the first step toward seamless integrations and streamlined operations!