Accounting firm
Clients, engagements and deadlines, organized.
Keep every client's engagement, document and conversation together, so nothing slips past a filing deadline.
What's in the Accounting firm module
Everything below is part of the module today.
- 1
Clients
a file per client with its engagements and documents.
- 2
Engagements
track each filing or engagement's status and deadline.
- 3
Documents
collect and keep the paperwork clients send in.
- 4
Invoicing
bill clients for completed engagements.
A day with it
A client sends a document by WhatsApp; it lands on their file automatically, and the accountant sees the engagement's status change without a single email.
Add AI when you're ready
Optional — the module works fully without it.
- An AI employee answers routine client questions and chases missing documents.
- Digital workers file the same forms on tax-authority portals from your records.
No AI needed to use this module. Turn on AI channels later without changing how your data is organized.
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