Running the office

Clients, fees and the firm

Leads, engagements, fees and what each client owes the office, in one list.

  1. 1.The real screen, shot on a demo business.

    Demo data

Follow a new client from the first call to the signed engagement. Fees are billed from the same place and chased like any invoice.

Who it is for
An accountant or a firm
Where it works
Every country Karr serves (30)

Since it shipped

  • Your office's WhatsApp stays put in a client's books

    Even in a client your office set up, the Karr Phone shows your office's chats, not a prompt to connect theirs.

  • The CRM is a list you search

    Find a client from anywhere, see every stage on the toolbar, read fees as a register, and take back a past client.

Start free

Also in running the office

One board for every client

Every client's returns, deadlines and open questions on one board, and one tap into their books.

See how

Every business you audit

For an auditor: every engagement in one list, each at the step it has reached.

See how

Your work for today

Each person in the office sees the tasks given to them, by client and by urgency.

See how

What clients ask for

Every client request lands in one queue with an owner and a date, not in someone's chat.

See how