Custom Software for Accounting Firms
Custom software for accounting firms that automates the busywork and keeps clients organized.
Built for accounting firms.
Accounting firms lose hours to chasing documents and manual workflows. We build custom software for accounting and bookkeeping firms — client portals, document collection, workflow automation, and dashboards — tailored to your process, so your team spends less time on admin and more on billable work.
Automates the busywork
Workflow automation for recurring tasks, deadlines, and reminders, so your team stops doing by hand what software should handle.
Ends the document chase
Client portals and automated requests that collect the documents you need on time, without the endless back-and-forth.
Keeps clients organized
A clear, single system for client data, tasks, and status, so nothing gets lost during busy season.
Connects your tools
Integrations with the accounting and tax software you already use, so data flows instead of being re-entered.
One contract
- Before startFixed price
- Every phaseYour sign-off
- After launch30 days of fixes
Everything in the build.
Six things every custom software project ships with, on one fixed quote.
- Custom client portals and document collection
- Workflow and deadline automation
- Client and task dashboards
- Integrations with accounting/tax tools
- Secure, permission-based access
- Built around your firm’s process
Questions from accounting firms.
Straight answers on cost, timing and what the build includes.
What can custom software do for my accounting firm?
It automates recurring workflows, collects client documents without the chase, and keeps everything organized in one place — saving real hours, especially during busy season.
Can it integrate with my accounting and tax software?
Yes. We integrate the tools you already use so data flows automatically instead of being re-entered by hand.
Is client data kept secure?
Yes. We build secure, permission-based access appropriate for handling sensitive financial information.
How do we start?
Book a 30-minute call. We will map your firm’s workflow, scope a focused first version, and give you a clear plan and price.
A fixed price for your accounting firms project.
Design in Figma and the build in WordPress or React, for one fixed price. Price your own project in two minutes; the quote is fixed in writing before any work starts.
- 5-page websiteStarter website · Up to 5 pages · design + development$1,599
- 8-page websiteBusiness website · Up to 8 pages · design + development$1,999
- 30-page websiteGrowth website · Up to 30 pages · design + development$2,999
- Custom softwareCustom software · Web apps, dashboards, portals · design + developmentFrom $4,999