Find Anything In Seconds
Find any information you could possibly be looking for in seconds with our filtering system and search bars. From tax references to business types to phone numbers, it's all there.
Keeping On Top Of Work
Make sure that you and your staff keep on top of work by tracking the progress of jobs from start to finish. You can also view the number of jobs allocated to each member of staff.
Never Miss A Deadline
Track all of your firm's deadlines with the control desk. Never miss a deadline by checking which deadlines are due in the next 30 days. You can also set your own deadlines on the jobs board.
Track Potential Clients
Track all of your potential clients from the initial enquiry through to the conclusion. Create a personalised quote and generate a PDF to send to the potential client.
Have Everything You Want To Know About Your Firm In One Place
Make Your Work Life Easier By Using Clientz
1. Never Miss A Deadline.
2. Always Be Prepared For The Week Ahead
3. Have Any Information At Your Disposal In Seconds
4. No Need For Other Pricey Quoting Software
5. Keep Track Of All Staff Progress
6. Easily Access Your Total Client Value And Its Breakdown
7. Never Lose Track Of An Ongoing Conversation With A Client
8. See How Your Practice Is Growing Year On Year
9. Find Individual & Total Staff Value
10. Never Lose Old Information With Easy-to-Access Archives
All Of This + Free Initial Onboarding, And The First Month Is FREE!
About Us
After working in the accountancy industry for over 30 years, we saw that accountants needed an all-in-one day-to-day software to keep track of everything accounting......so we built one.
Not Ready To Start Yet - Take Something Usefull With You
Download our free Practice Management Essentials — a simple, printable guide to help you streamline your firm, whether you use Clientz or not
Contact Us
If you have any problems or suggestions, please feel free to contact us, and we will try to get back to you as quickly as we can.