Your clients shouldn't be emailing you documents. Your staff shouldn't be entering data in two systems. We build client portals, job tracking, and QuickBooks integrations tailored specifically for how bookkeeping and accounting firms actually operate.
This isn't a hypothetical - it's a system we built and deployed.
A multi-staff bookkeeping firm was managing client work across three separate systems. Clients emailed documents. Job status lived in a shared spreadsheet. Reporting required manually compiling data from multiple places every week.
A custom operations hub with client login, document upload, job stage tracking, automated status emails, and a manager dashboard. One system replaced three.
Every feature scoped to what your firm actually needs - not a generic project tool you're adapting.
Clients log in with their own credentials to upload bank statements and documents, see which stage their work is in, approve deliverables, and download finalized reports - without emailing your staff.
Each client engagement has stages (e.g., Data Received → In Review → Under Revision → Delivered). Managers see the status of every job at a glance without asking individual staff members.
Two-way sync with QuickBooks Online or Xero. Pull client data in, push deliverables out - without re-entering information in two systems. Invoicing triggers automatically from completed jobs.
How many jobs are in progress? Which are overdue? What's the revenue for the month? All live, on one dashboard, updated automatically - no manual compilation required.
Clients upload documents to their portal. Staff see them immediately, organized by client and engagement. Automated email notifications when a client uploads or a deliverable is ready.
Managers see all clients and all jobs. Staff see only their assigned work. Clients see only their own portal. Every user type gets exactly the right level of access.
Great tools - but they're built for the average accounting firm, not yours specifically.
Book a free discovery call. We'll walk through your current workflow, show you what we built for a similar firm, and scope exactly what V1 would include - with a fixed cost before we start.