Client management built for accounting firms
Custom CRM for accounting firms, CPAs, and tax preparers. Client portal, document management, deadline tracking, and workflow automation — built for how accounting firms actually serve their clients.
50%
Fewer client emails
0
Missed deadlines
3x
Faster document collection
Sound familiar?
- Clients email documents to random inboxes — nothing is organized
- Tax deadlines and filing dates tracked in calendars that nobody checks
- No client portal — clients call for every status update
- Engagement letters, invoicing, and payments are separate manual processes
- Staff workload during tax season is impossible to balance without visibility
What you get
Built for your workflow, not around it
Client Portal
Clients upload documents, view engagement status, download returns, and pay invoices — all in one secure portal. Cuts email volume in half.
Document Management
Organized document storage by client and tax year. Secure upload links, version tracking, and quick search. No more email attachments.
Deadline Tracking
Every filing deadline, extension date, and estimated payment due date in one calendar. Automated alerts for upcoming and overdue items.
Workflow Management
Customizable workflows for tax prep, bookkeeping, and advisory engagements. Track status, assign staff, and monitor progress.
Time & Billing
Track billable hours, generate invoices from time entries, and accept online payments. Engagement letter templates included.
Staff Workload View
See who's overloaded and who has capacity. Balance assignments during busy season with real-time workload visibility.
Ready to replace spreadsheets with a real system?
Free consultation. We'll map out exactly what you need.
Built with
Modern tech, proven results
We use the same battle-tested stack behind our own products — fast, secure, and built to scale with your business.
Not sure where to start?
Book a free 30-minute call. We'll review your current setup and show you exactly how a custom system would work for your business.
Get startedHow it works
From first call to live system in weeks
Discovery Call
We learn your business, workflows, and pain points. You get clarity on what's possible and a rough timeline.
Scope & Proposal
Detailed spec, timeline, and fixed-price quote. No surprises. You approve before we write a line of code.
Build & Demo
We build in 2-week sprints with live demos. You see progress, give feedback, and steer the direction.
Launch & Support
We deploy, train your team, and provide ongoing support. Your system grows with your business.
See what we've built
200+ projects delivered across SaaS, CRM, mobile, and custom platforms.
Common questions
Frequently asked questions
Yes. Secure upload links per client, organized by tax year and document type. Encrypted storage with access controls.
Every federal, state, and estimated payment deadline per client. Automated alerts for upcoming and overdue items. Never miss a filing date.
Real-time workload view across the firm. See who's at capacity, reassign work, and balance the team during busy season.
Yes. Generate engagement letters from templates, send for e-signature, and track signed vs outstanding — all within the system.
Get a free consultation
Tell us about your business and we'll show you how a custom accounting & tax firms system would work.