One record per person
Add a client once. Attach immigration, tax, accounting, bookkeeping, translation, or legal work without duplicating contact details or history.
Clients
Client management for firms that offer more than one service.
When the same person has a case, a return, and a translation job in different systems, the firm never has a complete file. Acctlibra keeps one client record across every service you offer.
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Book a demoFiles and messages stay with the client
Requested documents and conversations are attached to the work and the person, so the next team member can continue without searching an inbox.
Give clients a clearer way to work with you
The client portal shows each person only their own work, so they can upload files and follow progress without calling for status updates.