For accountants & bookkeepers

A custom dashboard for accountants and bookkeepers

Client onboarding, document collection, deadlines, proposals and billing in one dashboard, with a portal where clients upload documents instead of emailing them.

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Open the interactive demo with sample data →

Where accountants leak

The four leaks we find most often

Leak 1

Chasing documents by email

Hours every month go into asking clients for the same receipts and statements.

The fix: A client portal with automatic document reminders.

Leak 2

Deadlines tracked in spreadsheets

Tax and filing deadlines are easy to miss when they live in a sheet.

The fix: A deadline calendar with alerts for your team and clients.

Leak 3

Slow proposals and onboarding

New clients wait days for a proposal and engagement letter.

The fix: Proposals and engagement letters signed online in minutes.

Leak 4

Scope creep that never gets billed

Extra work is done but not invoiced.

The fix: Service tracking against what each client pays for.

What your dashboard includes

Built around how accountants actually work

Every build is custom. These are the parts most accountants & bookkeepers start with, connected to the software you already use.

Client onboarding pipeline
Document request portal
Deadline and filing calendar
Proposals with e-signature
Recurring billing
Workload by team member

Understand

A call about how you get clients, deliver and get paid.

Find the leaks

We rank the leaks by what they cost you.

Build

Your dashboard, on your own accounts, connected to your tools.

Hand over

Training for your team and support when you need changes.

Questions accountants ask

Can clients upload documents securely?

Yes. Each client gets a private portal for uploads, requests and signed documents.

Does it connect to Xero or QuickBooks?

Yes. Client and billing data can sync with your accounting software.

Can it track VAT and tax deadlines?

Yes. Deadlines are generated per client and service, with reminders before each one.

Is it suitable for a small practice?

Yes. We start with the biggest time drain, usually document chasing, and grow from there.

Other industries

All industries

Dental & medical clinics

No-shows and late cancellations, recalls nobody chases.

See the dashboard

Law firms

Intake by email and phone notes, slow engagement letters.

See the dashboard

Real estate agents

Leads spread across five inboxes, follow-ups that stop after one call.

See the dashboard

Home services & trades

Quotes sent and forgotten, missed calls while on a job.

See the dashboard

Want this for your accountant?

Tell us how you work. We'll show you what your dashboard would look like, using your own process.

Start the conversation