Client records
Individual and business clients with Contact Details, relationships, groups, prospects, and CSV import.
Practice
managementfor accounting firms
Clients, pipeline, automations, messaging, and documents — one secure workspace for CPAs and boutique accounting practices.
Access is by firm invitation — ask your firm administrator if you need a workspace.
Powerful featuresfor accounting firms
Everything your firm needs to win clients, protect their data, and get the work done.
Credential vault
Keep client logins and sensitive identifiers encrypted, revealed only to the right people.
Opportunity pipelines
Kanban boards with custom stages, deal values, custom fields, assignees, and a full stage history.
Forms and intake
Drag-and-drop form builder with public links, so new inquiries land as contacts and opportunities.
Automations
A visual builder that reacts to clients, opportunities, tasks, documents, and forms — then emails, creates tasks, or moves stages.
Email clients from the record, reuse templates, and keep the thread next to the rest of the file.
Tasks and calendar
Workflow, task lists with monthly schedules, and month or week calendar views tied to due dates.
Documents and team
Versioned documents with an audit timeline, team chat with channels and direct messages, and five membership roles.
See the firm workspaceone place for every client
Switch between clients, pipeline, automations, messaging, and daily operations — same firm, same workspace.
Rivera Bakery LLCBusiness client · ActiveClient
GeneralAdditionalRelationshipsDocuments
office@riverabakery.com
Phone
(305) 555-0142
EIN
••-•••4821
Group
Monthly bookkeeping
Related parties
MRMaria RiveraOwner
LRLuis RiveraPartner
3 documents · 2 open tasks
Clients
Contact Details at the center
General info, additional fields, relationships, scope, and documents live on the client record your firm already expects.
- Individual and business client records
- Contact Details tabs in one place
- Related parties, relationships, and groups
- Prospects you can promote or demote
Win new clientsfrom first visit to engagement
Your firm website, intake forms, and pipeline work as one flow — no copy-pasting leads between tools.
Step 1
Publish your firm website
Start from built-in templates — professional landing, services showcase, social proof, and more — with quote, privacy, and terms pages included.
Step 2
Capture inquiries with forms
Build intake forms with drag and drop and share a public link. Every submission is saved with the answers your team needs.
Step 3
Turn them into clients
Submissions land on your pipeline as opportunities, ready for automated follow-ups, tasks, and stage tracking.
Built for sensitive datasecurity and control
Client data deserves more than a shared spreadsheet. Access is deliberate and sensitive actions are accounted for.
Encrypted credentials
Sensitive client details stay encrypted and hidden until someone with permission needs them.
Role-based access
Every teammate gets a role, so people only see and change what their work requires.
Activity trail
Sensitive actions leave a record your firm can review at any time.
Document history
Files keep their history instead of being overwritten.
Private firm workspaces
Each firm’s data lives in its own workspace.
Invitation-only access
No open sign-ups. People join only when they are invited.
Get started quicklyin just 3 simple steps
A clear path from invitation to working inside your firm workspace.
Have a question?We are here to help
Get answers to the questions firms ask before and after signing in.
Firms can request access from this page. After approval, the firm owner receives an invitation email. Teammates join through invitations from a firm administrator.
You receive a confirmation email and our team reviews the request. Once approved, the firm owner gets an invitation to claim the workspace and invite the team.
An owner or partner who will manage the workspace. The email you submit becomes the firm owner account once the request is approved.
After you accept your invitation, open the Sign in page and use the email and password you set up. Teammates sign in the same way after accepting their invite.
Use Forgot password on the sign-in page. You will receive a reset email and can set a new password with the link provided.
Still have questions?Tell us about your firm and our team will get back to you.Sign inRequest access
Ready to explore yourfirm workspace?
Request access for your firm, or sign in if you already have an account. Invited teammates can use the email link from their firm administrator.