Client Management Software for Accountants
ProcessWurks Client Portal
Collect documents, send invoices, manage deliverables, and serve your clients easily.
It’s simple to set up, integrates easily, and is built to support your growth
Client On-boarding
Client Deliverables
Automated Workflow
OUR MISSION
To help you WIN MORE WORK,
deliver it MORE PROFITABLY
and make better BUSINESS DECISIONS
Client Portal and Workflow: Built for Accounting firms
For your clients:
A complete modern client portal and mobile app.
For your team:
Easily manage workflow, client communication, track time, and more.
For you:
Full visibility to everything in the firm.
ProcessWurks Client Managment Software for Accountants
No matter the size of your business, you’ll be dealing with customers in every shape and form. Having a tool that supports your workflow can reduce manual tasks significantly and buy you time to improve your relationship with clients.
Here’s how you can collaborate seamlessly with your clients
Lead Board
Visualize the stages of your sales process and track prospects from lead to client conversion.
Source Filtering
Filter leads based on their source, allowing you to analyze the effectiveness of different marketing channels.
Search Functionality
Easily locate specific leads by name or other criteria for quick access to their information.
Lead Details
Capture and store essential client information, including contact details, business emails, and phone numbers.
Communication History
Track all interactions with your prospects, including calls, emails, and text messages, in a centralized location.
Activity Log
Maintain a detailed record of client-related activities and tasks, ensuring nothing slips through the cracks.
Team Collaboration
Collaborate effectively with your team by assigning tasks and sharing notes within the software.
Appointment Scheduling
Seamlessly schedule appointments with prospects, with automatic integration into your email calendar.
Conversation Overview
Easily review conversation history with individual prospects, simplifying client follow-ups.
Automated Follow-up
Trigger automated email sequences based on lead status, ensuring timely and personalized communication.
Why ProcessWurks Client Management Portal?
Streamline your entire clientflow
Stop switching tools for every task. As a full clientflow management platform, ProcessWurks helps bookkeepers and accountants manage client communication, scheduling, and billing from one central hub.
Showcase what makes your business unique
Make your services stand out with branded brochures, online invoices, proposals, and questionnaires that fit your accounting business and win clients.
Let clients sign, pay, and book you faster
Send online invoices for frictionless billing and let automatic payment reminders do the follow-up for you. Plus, sync with Sripe
Turn more prospects into clients
Stay organized and grow your firm with a smooth and efficient software solution tailored to your needs
- Take Control of Your Client Management Workflow
Effortlessly add and manage clients, including multiple businesses/entities.
Maintain a clear overview of engagement letters, document requests, and billing information. You can also Improve client satisfaction with streamlined processes and prompt service.
Features you’ll love,
Clients
Efficiently manage client profiles and information for smooth onboarding.
Billing
Streamline the billing process with invoice generation, payment tracking, and flexible billing options.
Work
Track and manage client deliverables by assigning tasks, setting deadlines, and monitoring progress.
Time-Sheet Reports
Generate comprehensive time-sheet reports for accurate billing and insights into project efficiency.
- Track and analyze your sales activity in real-time
Get a real-time view of your entire sales pipeline on a visual dashboard.
Access detailed reports on sales activity, productivity, and individual performance. Then use those insights to track and spot opportunities for growth.
Features you’ll love,
Lead Board
Centralized view of leads with essential details, sorting and filtering options for prioritization
Conversations Tracking
Log and track all communication with leads and customers for comprehensive relationship management.
Sales Pipeline Management
Visualize and manage the sales pipeline with real-time tracking of leads and their progress.
- Fuel Your Marketing Efforts
Track and manage leads from various sources such as referrals, social media, website inquiries, and more. Then monitor and optimize your sales process, ensuring follow-ups, meetings, and conversions are efficiently managed.
Features you’ll love,
Form Builder
Easily create and customize forms for lead capture and data collection.
Funnel Management
Visualize and optimize your marketing and sales funnels for improved conversions.
Performance Monitoring
Effectively manage leads, deals, and opportunities through different stages of your sales process.
Domain
Set up custom domains for landing pages, forms, and surveys to maintain a consistent brand presence.
Custom Value
Capture and store additional data points specific to your business needs for personalized communication
Survey Builder
Create and distribute surveys to gather feedback and gain insights into customer preferences.
- Strengthen Client Relationships
Track every interaction
Add activities to record notes from meetings, phone calls, and emails.
Know every client inside and out
View each client’s preferences, activities, appointments, and transactions, all in one place.
Drive client loyalty by staying in touch
Automate your outreach strategy by turning common messages into saved templates and sending emails directly from dashboard.
What Special about our Client Managment Software?
- Fully prioritize your clients' user experience.
- Personalize the portal with your firm's branding.
- Automate and streamline new client onboarding.
- Simplify document sharing and electronic signatures.
- Seamlessly gather client data & protect communications with secure messaging.
- Optimize workflow automation for predictable outcomes.
- Ensure easy and secure access for clients.
We have, Everything you need to work smarter
One client = One dedicated workspace
Benefit from a dedicated unified workspace, which gathers documents, deliverables, tasks.
Communicate efficiently and in real-time
Ease communication within your clients and Improve collaboration with your team
Mission management
Manage tasks online, track tasks progress and move work forward. Plan and strategise with reports and metrics.
- Complete ownership over data. Complete privacy.
- Add and manage unlimited customers with ease.
- Support for multiple users ensuring transparency and accountability.
- Simple to use, teach, and learn, saving valuable time and resources.
Why Accountants Love Us
Empowering Accountants and Bookkeepers Around the World
300 hours
in saved admin time per staff member per month.
$600
saved with more time per staff member per month.
5 minutes
to create an engagement letter with automation down from 1 week of work.
Experience the Power of ProcessWurks Today!
Access an intuitive and user-friendly interface designed for accountants
Sign up for a free trial and discover how our software simplifies client management
