Complete client context
Open one client record to understand outstanding work, recent communication, missing evidence and upcoming deadlines.
See the complete client relationship in one place
Give your team a reliable client record that connects responsibilities, recurring services, requests, documents, conversations, deadlines and history.
What this software does
Accounting client management software organises the operational relationship between a firm and each client. ClientChase creates a single workspace for client details, assigned staff, recurring services, document requests, files, tasks, messages, deadlines, private notes and activity history.
Capabilities
Clear ownership
Assign responsibility, track status and help every team member understand the next required action.
Structured history
Preserve requests, document decisions, messages, notes and operational activity instead of losing context across disconnected tools.
Frequently asked questions
What belongs in an accounting client workspace?
Client details, contacts, services, assignments, tasks, deadlines, document requests, uploaded evidence, messages, private notes and activity history can be organised together.
Can accountants see documents by client and period?
Yes. Authorised team members can browse a client’s document history by year and month, then preview or download the files they are permitted to access.
Does ClientChase replace a CRM?
ClientChase focuses on the recurring operational work after a client relationship begins. It can complement a sales CRM and specialist accounting systems.