Run your accounting practice from one screen
Clients, VAT and corporate-tax deadlines, engagements, quotes and invoices — the CRM built for accounting, tax and audit firms.
Made for the desk you actually run
Accounting, tax & audit practices
Every client file in one place: TRN, filings, engagement letters and the deadlines behind them.
Deadlines that warn you first
VAT returns, corporate-tax filings and renewals on one board, with a reminder before a penalty.
Leads to invoices
Capture enquiries, follow up on time, quote, and bill — without a second tool or a spreadsheet.
24 modules, grouped the way you work
Leads
Leads Management · Tele call Management · Proposal Templates · Packages · Zapier Integration
Clients
Client Portal Logins · Documents & expiry · Employee Files · Auto & Custom reminders
Works
Projects · Task · File requests · Follow Up
Finance
Invoices · Expenses · Contracts · Cheque Collections · Accounting
Meetings
Meetings
Chats
Chats
HR
Basic · Payroll & Overtime
Nitro Features
Card Management · Gov Vendors
Pick a plan, start free
Monthly, every 3 months or yearly — cancel any time.
Essential
A working practice — leads, proposals, engagements as projects, invoices and the client file with its expiry report, so a filing or a licence never lapses unnoticed.
- Leads
- Leads Management
- Tele call Management
- Proposal Templates
- Clients
- Documents & expiry
- Works
- Projects
- Task
- Finance
- Invoices
- Expenses
- Meetings
- Meetings
- HR
- Basic
Premium
The whole practice — portal logins, employee files, reminders, contracts, collections, chat, payroll and cards — with ABU AI and your own domain.
- Leads
- Leads Management
- Tele call Management
- Proposal Templates
- Packages
- Zapier Integration
- Clients
- Client Portal Logins
- Documents & expiry
- Employee Files
- Auto & Custom reminders
- Works
- Projects
- Task
- File requests
- Follow Up
- Finance
- Invoices
- Expenses
- Contracts
- Cheque Collections
- Meetings
- Meetings
- Chats
- Chats
- HR
- Basic
- Payroll & Overtime
- Nitro Features
- Card Management
- Gov Vendors
- AI assistants
- ABU AI
Platinum
Everything Premium has, plus the full double-entry ledger for your own books and Mastro AI — unlimited documents and offline support.
- Leads
- Leads Management
- Tele call Management
- Proposal Templates
- Packages
- Zapier Integration
- Clients
- Client Portal Logins
- Documents & expiry
- Employee Files
- Auto & Custom reminders
- Works
- Projects
- Task
- File requests
- Follow Up
- Finance
- Invoices
- Expenses
- Contracts
- Cheque Collections
- Accounting
- Meetings
- Meetings
- Chats
- Chats
- HR
- Basic
- Payroll & Overtime
- Nitro Features
- Card Management
- Gov Vendors
- AI assistants
- ABU AI
- Mastro AI
Before you start
Do I need a card to start?
No — your work e-mail and company details are all we ask for.
How am I billed?
Monthly, every 3 months or yearly — longer periods cost less per month. Prices are shown in your country's currency.
Is there a lifetime licence?
No — monthly, 3-monthly or yearly only, so you are never locked in.
What happens when the trial ends?
Nothing is deleted. Your account waits for you to pick a plan, and your data is still there when you do.
Can I move to a bigger plan later?
Yes — from inside the CRM, whenever you need more modules, documents or staff logins.
Start today, on your own data
A few minutes to set up, and nothing to pay while you try it.