By industry · Accounting firms
An accounting practice spends its year waiting on clients: for documents, for signatures, for payment. WorkBOS runs the onboarding pipeline, the month end and tax season checklists, the engagement letter, the client portal and your own invoicing in one workspace, with AI helpers that chase the paperwork politely and never give tax advice.
Free for up to 5 users. Pro free for 30 days. No card.
The problem
Half the job is chasing clients for documents, and the chasing lives in your sent folder.
Every client has different deadlines, and the list of them is a spreadsheet one person maintains.
Your own fees go out late because the practice runs on everybody else’s books first.
What you get
Every capability below is enforced on the server, not a demo screenshot. Anything that needs a paid plan says so on the card rather than leaving you to find out at checkout.
Modules
Each one has its own page with what it does and, just as plainly, what it does not do.
A day
Every step below is something the product does today. Anything an agent drafts waits for a person to approve it.
The filing deadline tracker has put this week’s client deadlines in front of the team, and Chief’s morning brief lists what is overdue.
A prospect fills in the quote form on your website. The lead arrives with the services they need, and they book a discovery call on your booking page.
The document chaser drafts reminders to the clients still missing bank statements. You approve them in one pass, and two clients upload through the portal.
A new client signs the engagement letter, the onboarding coordinator proposes their checklist, and paid fees have already posted to your ledger.
The AI team
Ready-made agents you hire in a click and adjust. Each one proposes; a person approves. They can only do what the approving person could do.
Politely chases clients for the paperwork you are waiting on.
Keeps every client deadline visible and on time.
Sorts transactions into categories and flags oddities for a person to review.
Gets new clients set up with engagement steps and a checklist.
Reminds clients about unpaid fees without damaging the relationship.
A ready-made setup
The Business Architect ships a setup for this kind of business: An onboarding pipeline to a signed engagement letter, service and business type fields, partner, senior accountant, bookkeeper and onboarding coordinator roles, month end and tax season reminders, a document request, a quote form and a practice dashboard.
Applying it files one step for an owner or admin to approve, and it only adds what is missing. The Business Architect is being switched on workspace by workspace; until it reaches yours, everything it adds can be set up by hand.
First week
Apply the accounting firm setup from the Business Architect, or set your onboarding stages and service fields by hand.
Bring three clients in as projects with their month end checklist, and invite each one to the portal.
Hire the document chaser and approve the first round of polite reminders it drafts.
Free for up to 5 users. Pro free for 30 days. No card.
Comparisons
Each comparison opens by saying where the other product is the better choice, because that is the half of a comparison worth reading.
Logos are trademarks of their owners and are shown to name the product, not to suggest endorsement.
Questions
No. Agents in money never give advice or predict outcomes. They chase documents, track deadlines, sort transactions and draft reminders, and every one of those actions waits for a person in your practice to approve it.
No. WorkBOS runs the practice: clients, deadlines, documents, engagement letters, your own fees and your firm’s own books on Pro. Tax preparation and filing stay in the software you use for them today.
Yes. A client invited to the portal can upload documents to their own project, you decide per client whether they may, and every upload is malware scanned before anyone can open it. Each client sees only their own project.
Every new workspace gets Pro free for 30 days, no card. Then keep Pro at $12 per user a month, or carry on free for up to 5 users. Or talk it through first: Tariq takes these calls himself, twenty minutes on video.
Also worth a look: Finance, Law firms, Consulting firms