Client Management Software for Accounting and CPA Firms
Manage clients, follow-ups, secure document requests, time tracking, invoices, and client issues in one affordable OfficeClip workspace — available in the cloud or installed on your own server.
Built for the messy middle of accounting work
Accounting firms rarely struggle with just one task. The friction appears between client communication, document collection, staff follow-up, time tracking, and billing.
Client communication is scattered
Important follow-ups, notes, emails, and reminders often live in different inboxes or spreadsheets.
Document collection is manual
Tax forms, statements, and supporting files are requested by email and tracked by memory or spreadsheet.
Billable work is hard to see
Time by client, project, or task becomes difficult to approve, report, or invoice when tools are disconnected.
One practical workflow from client intake to billing
OfficeClip helps accounting teams connect the steps that usually fall between CRM, email, spreadsheets, and billing tools.
Keep every client’s context in one place
Store client contact details, notes, tasks, emails, documents, and follow-up history together so your staff does not need to search multiple tools before answering a client.
- Segment clients with tags and groups.
- Create follow-up tasks and reminders from the client record.
- Track client communication history and staff activity.
Connect client work to billable time
Track time against clients, projects, and tasks. Use approvals and reports to reduce missed billable work and simplify monthly client reporting.
- Track staff time by client, project, or service.
- Use timers or manual entries depending on the workflow.
- Prepare reports or invoice-ready summaries.
Request and share documents securely
Use the OfficeClip customer portal to exchange client files, track requests, and keep document-related communication tied to the client record.
- Let clients upload documents instead of sending scattered email attachments.
- Track open client requests and support questions.
- Keep client communication and files connected to the account.
When spreadsheets and email are no longer enough
Spreadsheets work for small lists. They break when client work needs follow-up, accountability, documents, time, and billing visibility.
| Need | Spreadsheet / Email | OfficeClip |
|---|---|---|
| Client history | Scattered across inboxes and files | Client record with notes, tasks, emails, and files |
| Follow-up tracking | Manual reminders and personal lists | Shared tasks, reminders, call lists, and ownership |
| Document requests | Email attachments and manual tracking | Portal uploads and client-linked document history |
| Billable time | Copied from spreadsheets or memory | Tracked by client/project with reporting options |
| Client requests/issues | Lost in email threads | Tracked as issues or tasks with status and assignment |
Cloud convenience or installed control
Different accounting firms have different IT, privacy, and cost-control requirements. OfficeClip supports both hosted and installed deployment paths.
Hosted OfficeClip
Start quickly with a cloud account managed by OfficeClip. Good for firms that want convenience and lower IT overhead.
Installed OfficeClip
Run OfficeClip on your own server or private cloud when control, internal policy, or long-term cost predictability matters.
Practical AI support
Use AI-assisted summaries, tasks, events, and replies where they fit your workflow and data policy.
Questions accounting firms usually ask
Is OfficeClip only a CRM?
No. OfficeClip includes CRM/contact management, timesheet, issue tracking, documents, invoicing/reporting features, and customer portal capabilities, depending on your edition and setup.
Can clients upload documents?
Yes. The customer portal can be used to exchange documents and track client requests without relying only on email attachments.
Can we track time by client or project?
Yes. OfficeClip Timesheet can track time by customer, project, task, and other dimensions useful for billing and reporting.
Can OfficeClip be installed on our own server?
Yes. OfficeClip has both hosted and installed deployment options, which is useful for firms that want more control over data and infrastructure.
Build a cleaner client workflow for your accounting firm
Start with client management, then connect follow-ups, documents, time, and billing as your workflow matures.
