Accounting Firm Software
Software for accounting firms to receive and manage leads, projects, tasks, and other key operational aspects of their business.
From the partner
In collaboration with the Easor team, I designed and developed a full-featured portal that enables accountants to digitize and streamline their core administrative workflows — from client acquisition to contract generation and compliance documentation.
Some key features include:
- Guided client onboarding
- Automated contract and compliance document generation
- Client registry and profile management
- Lead management pipeline
- Marketplace profile sync
- Community and messaging
- Training and resources section
- Task checklists with time tracking
- Achievement and badge system for user engagement
Demo
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