Every client. One place. No chaos.
A purpose-built client hub for bookkeeping firms — combining engagement tracking, document storage, financial details, and team communication under a single client record.
What's inside every client record
Complete Client Records
Store everything about a client in one place — contact details, billing address, service tier, monthly fee, assigned account manager, and custom notes. No more hunting through spreadsheets.
One-Email Engagement Letter Signatures
Generate a personalized letter from your template — with exhibits merged in and rich-text custom stipulations — then send one email with a Review & Sign button. The link even sets up the client's portal access automatically.
Per-Client Document Library
Every file uploaded for a client lives under their record, organized by year and category. Tax documents, bank statements, contracts — all findable in seconds.
Financial Details at a Glance
Track monthly fee, billing cycle, and link directly to the client's bank portal. The bank portal URL is stored per-client so your team never has to ask where to log in.
QuickBooks Customer Link
Map each Practice Keeper client to their QuickBooks Online customer record. Sync their details automatically and jump to QBO in one click.
Client-Specific Notes & Context
Capture institutional knowledge — quirks, preferences, escalation contacts — right on the client card where every team member can see it.
Scope access by account manager
Each client is assigned to one account manager. AMs only see the clients they own — their task list, document library, message threads, and bank data all filter to their scope automatically.
The owner sees everything across the firm. No extra configuration required.
Tabbed detail view
Each client opens into a structured detail view with tabs for Overview, Tasks, Documents, Messages, Bank (statements), and Notes. Everything contextualized to that client.
No more switching between five different tools to get a complete picture of where a client stands.
Ready to bring order to your client roster?
Join the beta and see the full client management experience.
Join the beta