Client management
Keep one record for each client — even when they need immigration, tax, bookkeeping, translation, and legal work from the same firm. History, files, and conversations stay attached to that person.
Product
Everything a modern firm needs in one workspace.
Acctlibra is practice management software for professional service firms. Your team can manage clients, work, documents, tasks, and communication without switching between disconnected tools.
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Book a demoWork, documents, and deadlines
Each engagement has a workflow, the files that belong to it, and the dates that cannot slip. Tasks and calendar views help the team see what needs attention next.
Client portal
Give clients a private place to see what you have asked for, upload documents, and message your team. Requests stay connected to the work instead of disappearing into email.
Team collaboration
Everyone works from the same client record. Handoffs keep context, so the next person does not start from a blank inbox.