Running the office

What clients ask for

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

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

    Demo data

A request is answered, done or waiting on the client. The client sees where it stands.

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

Clients, fees and the firm

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

See how