Practice management software for accounting firm owners Take total control of your accounting firm.

Less work. More money. The first time in years you'll know exactly who's doing what, by when.

Workkeeping is practice management built for one outcome — putting you back in control of your firm. Every deadline, every billable hour, every employee's day. Visible. Trackable. Yours.

14 free days · No credit card required · 90-day double-your-money-back guarantee
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What is Workkeeping?

Workkeeping is practice management software for small and mid-sized accounting firms. It replaces spreadsheets and email with one place for jobs, tasks, deadlines, time tracking, a client portal, and 8 dashboards — a flat $47/month for unlimited users, every feature included, set up in a day, in 15 languages. Most competitors charge $59–100 per user per month, so a 5-person firm pays $295–500 elsewhere versus $47 here.

More than 40% of firms missed their revenue targets last year.

Here's where the revenue disappears.

Your hard-working team, buried in admin

Does your hard-working team spend hours on data entry, status updates, and chasing approvals instead of billable work? Every interruption costs 23 minutes and 15 seconds to regain full focus. (Gloria Mark, UC Irvine) 60% of knowledge workers' time is spent on coordination, not core work. (Asana Anatomy of Work, 2021)

Deadline drift

One missed deadline becomes two. Then three. Then a client calls. Then your team scrambles. Research shows that missing a deadline by even one day makes clients perceive lower quality — regardless of the actual work delivered (Fang & Maglio, U. Toronto, 6,982 participants). Without real-time visibility, deadlines drift silently until the damage is done. On-time delivery fell to 73.4% in 2024. (Deltek Clarity Report)

Scope creep

A client asks for "one more thing." Then another. Without task-level tracking, the extra work never gets billed and your margins quietly shrink. Scope creep costs professional services firms $76,000+ annually per firm. (Ignition, 2024)

Timesheets your team fills from memory

Hard workers often underestimate their work. They get caught in the flow, forget to track time, and by Friday the billable details are already gone. Those forgotten minutes add up to thousands in lost revenue every month. (QuickBooks, 2024)

more than 40% of firms missed revenue targets (SPI/Kantata, 2025)

If any of this feels familiar, you're not alone. These aren't signs of a bad firm — they're signs of a firm that's outgrown its tools.

If any of this sounds familiar, there's a simple first step.

Run My Free Audit Takes 30 seconds. See what your firm is really losing.

A tracking system that just makes sense

Three simple steps. Smarter tracking and more revenue.

1

Spot the leaks

Deadlines drift. Hours vanish. Client requests get lost in email threads. Without a single source of record, your firm runs on memory — and memory misses things.

Stressed accountant at a cluttered desk surrounded by paper files, sticky notes, and missed deadlines
2

Plug in your data

Start a free trial and add your real data. Within a day, every job, every deadline, and every team member's workload is visible in one place. No consultants. No training.

Practice manager smiling at an organized dashboard with charts on her monitor
3

Watch revenue return

When your firm can see what's happening, billable hours stop slipping through the cracks. Clients get faster answers. Your team stops asking "where is this?"

Relaxed accountant leaning back in his chair with a clean desk and healthy dashboard metrics on screen

Think you might be leaking hours at one or all of these stages?

Ready to see these steps with your own data?

Run My Free Audit 14 free days · No credit card required · 90-day double-your-money-back guarantee

What you get with Workkeeping

Every feature included. No add-ons. No per-user fees.

Deeper analytics than tools costing 4x more

8 dashboards built for the decisions you make every week — executive overview, financial performance, client profitability, team capacity, SLA tracking, and more.

Tech-mature firms earn 39% more revenue per employee. These dashboards are how you get there. (CPA Practice Advisor, 2024)

Set up in a day, not a quarter

No consultants. No training sessions. No multi-week rollouts. If you can use a spreadsheet, you can use Workkeeping.

Firms using workflow tools cut admin time from 35% to 15% of the workday. Most teams are running by Monday. (LWS Tax & Accounting via Jetpack Workflow)

Change procedures in bulk, not one by one

Update a template and cascade changes across every related job instantly. Competitors make you update each client's procedures manually.

With recurring jobs and bulk operations, this alone saves hours every month.

Your clients' professional front door

Clients upload documents, track progress, submit work orders, and answer your questions — all attached to the work, not buried in email.

Firms spend $108,000 a year chasing clients for documents (ClientHub estimate, 2024). 69% of accountants say document collection takes too long. (Canopy, 2024)

Every person uses their own language

Each employee and each client works in their native language — independently. 15 languages and counting: English, Romanian, Italian, Spanish, French, German, Portuguese, Danish, Norwegian, Swedish, Finnish, Polish, Dutch, and two regional English variants.

75% of professionals prefer to purchase in their native language, and 40% won't buy at all otherwise. (CSA Research, 2020)

Your employees see only what they need

A minimalistic interface for your team — point, click, done. Admins get the full picture. Nobody is overwhelmed, everybody knows exactly what to do next.

66% of accountants say they feel overwhelmed by technology complexity (Intuit QuickBooks, 2025). With 51% of professional services staff reporting burnout, a simpler tool isn't a luxury. It's retention. (Grant Thornton, 2024)

Reliable old school math. No AI.

Your firm's numbers are too important for probabilistic guessing. Workkeeping uses deterministic calculations — the same math your accountants trust. Every total is verifiable, every formula is transparent.

That's where AI doesn't belong. Where it does belong is in your hands — connect the AI assistant you already trust — Claude, ChatGPT, Cursor — and run your whole firm through plain conversation. No AI inside the numbers. Your AI on top of the work.

See how bring-your-own-AI works →

See who's drowning before they tell you

Real-time capacity tables show every employee's workload — overdue, today, this week, next week. Spot bottlenecks before they become burnout.

88% of firms say hiring and retaining talent is their biggest challenge (Caseware, 2024). With each departure costing $400K-$600K annually, visibility isn't a feature. It's insurance. (The Resource Company, 2025)

Grows with your firm. Price doesn't.

$47/month for your entire team — less than a single seat anywhere else. Add employees, add clients, add jobs — the price stays flat.

Most competitors charge $59-100 per user per month. A 10-person firm pays $590-1,000/month elsewhere. With Workkeeping, it's always $47.

Every feature above is included from day one. No add-ons. No hidden fees.

Start My Free Trial 14 free days · No credit card required · 90-day double-your-money-back guarantee

Bring the AI you already trust

We keep AI out of your numbers. We don't keep it out of your hands. Connect your own AI assistant over one secure OAuth link and run your firm by talking to it — set up clients, create jobs, track time, and query your data in plain language. You pick the assistant. You set the limits. You stay in control.

Your AI, your choice

Claude, ChatGPT, Cursor, Claude Code, VS Code — connect the assistant your team already uses. We don't lock you into our AI, because the AI you trust shouldn't be a decision we make for you.

Run your firm by talking to it

Over 30 tools across 9 permission scopes give your assistant real access to your workflow. Onboard a client, spin up a job, log time, or pull a report — all through natural conversation, no clicking through screens.

Scoped, read-only by default, revocable

One OAuth 2.1 connection with per-tool permission scopes. Read-only until you grant more, and you can revoke access instantly. Your AI sees exactly what you allow, and not a column more.

Ready to connect your AI assistant?

Set up your AI connection One OAuth link. Read-only by default. Revoke anytime.
Rufina James

I had already run the same data through four or five different software. And all of them were about the same — you know, kind of generic. Then I tried Workkeeping and was stunned. It was so eye opening. All I could say was, 'You're kidding me!' But it was now obvious, I had just never thought of all those leaks.

90-Day Double-Your-Money-Back Guarantee

A 5% increase in client retention produces 25-95% more profit (Reichheld/Bain). That's why we guarantee the tool that helps you keep them. Run your practice through Workkeeping for 90 days. If you haven't saved significant time, we'll refund double your subscription payments. No forms, no phone calls — just an email.

What fully using Workkeeping looks like

  • Invite at least 3 team members
  • Add at least 5 active clients
  • Create at least 20 jobs
  • Log at least 100 time entries
  • Use Workkeeping as your primary tool for 90 consecutive days

Email us. Refund within 5 business days. No forms. No phone trees.

Read the full guarantee details

Start risk-free. If you're not saving time in 90 days, keep double your money.

Run My Free Audit 14 free days · No credit card required · 90-day double-your-money-back guarantee

Why Workkeeping

Not just another time management tool. Workkeeping was built inside a working accounting firm — for the problems other tools don't even see.

What you get with Workkeeping

  • Every billable minute captured as work happens
  • Automatic timesheets your team never has to think about
  • Deadline alerts before anything slips through the cracks
  • One dashboard your whole firm actually uses
  • Flat $47/month no matter how big your team gets
  • Set up in a day, not a quarter
  • Change procedures for every client in one click
  • Every employee works in their own language

What you're probably used to

  • Guessing which hours were billable at month-end
  • Chasing team members for timesheets every Friday
  • Missed deadlines you only discover when the client calls
  • Spreadsheets that nobody trusts or keeps up to date
  • Per-user pricing that punishes you for growing
  • Months of onboarding before anyone uses the tool
  • Updating procedures one client at a time
  • Forcing everyone into one language

How the others stack up

Feature Simple tools Premium platforms Workkeeping
Price $25-45/user/mo $59-100/user/mo $47/mo total
Users included Per-user pricing Per-user pricing Unlimited
Client portal No Yes Yes
Time tracking No Yes Yes
Job templates Yes Yes Yes
Dashboards 1-2 basic 3-5 8 specialized
Work orders None Basic Full lifecycle
SLA metrics None Limited Built-in
Bulk procedure updates Not available Manual one-by-one One-click cascade
Per-user language English only English only 15 per-user languages
Notifications Email only In-app 48+ types
Setup fee None $1,000-3,999 None
Languages English only English only 15 languages
AI in financial calculations No AI features AI-dependent calculations None — deterministic, verifiable math
Bring your own AI assistant Not supported Locked to their AI Yes — Claude, ChatGPT, Cursor via OAuth
Money-back guarantee No public guarantee No public guarantee 90-day double-money-back

The difference is clear. The question is when you'll switch.

Run My Free Audit 14 free days · No credit card required · 90-day double-your-money-back guarantee

Frequently asked questions

Most firms are up and running within a day. Import your client list, invite your team, and start tracking. No consultants, no training sessions, no multi-week rollouts. If you can use a spreadsheet, you can use Workkeeping.

Workkeeping was built inside a working accounting firm. Every feature was tested by real accountants who had zero patience for clunky software. The interface mirrors how your team already thinks about jobs, tasks, and deadlines. Most teams are up and running within the first week.

We don't charge per user because per-user pricing punishes firms for growing. Our model is simple — one flat price, every feature included. We can do this because Workkeeping was built lean by a small team and doesn't carry the overhead of a venture-funded competitor.

Yes. We'll help you import your client list, job history, and team data. Most firms complete migration in under a day. If you get stuck, our support team walks you through it personally.

Your data is encrypted in transit and at rest, hosted on enterprise-grade infrastructure, and backed up daily. Each firm's data is fully isolated — no other firm can ever see yours. We follow industry-standard security practices because your client data deserves nothing less.

We offer a 90-day double-your-money-back guarantee. If Workkeeping doesn't save your firm time and recover lost revenue within 90 days, we'll refund twice what you paid. No forms, no questions, no awkward phone calls.

Not in your numbers. AI adoption in accounting jumped from 9% to 41% in a single year (Wolters Kluwer, 2025), but your firm's totals are too important for probabilistic guessing. Workkeeping's math is deterministic — the same reliable formulas your accountants trust, with every calculation verifiable and transparent. The AI part is your call — connect your own assistant — Claude, ChatGPT, Cursor — over a secure OAuth link and run the whole app by conversation. No AI inside the math. Your AI on top of the work.

Workkeeping is available in 15 languages: English, Romanian, Italian, Spanish, French, German, Portuguese, Danish, Norwegian, Swedish, Finnish, Polish, Dutch, and two regional English variants (British and Irish). Each employee and client sees the interface in their preferred language.

Yes. Each client portal user chooses their own language independently. A firm in London can serve Italian clients in Italian, German clients in German, and Romanian clients in Romanian — all at the same time.

Very likely. Adding a new language takes us about a week. Contact us and we'll let you know if your language is in the pipeline or can be prioritized.

For small and mid-sized firms, Workkeeping is purpose-built to be the best fit — it brings jobs, tasks, deadlines, a client portal, time tracking, and 8 dashboards into one flat-priced tool, set up in a day, in 15 languages. Firms that adopt workflow tools cut admin time from 35% to 15% of the workday. (Jetpack Workflow)

Workkeeping matches the core feature set of Karbon and TaxDome — jobs, tasks, client portal, time tracking, templates — while charging a flat $47/month for unlimited users instead of $59–100 per seat. A 5-person firm pays $415–445/month on those platforms versus $47 here, with no setup fee and no annual lock-in.

Workkeeping is built for small and mid-sized accounting and bookkeeping firms — roughly 1 to 25 people — who have outgrown spreadsheets and email but don't want a six-week enterprise rollout. It serves both the accountants doing the work and the owners running the firm, each in their own language.

Yes. You get a free trial with full access to every feature and no credit card required to start. After the trial, a 30-day money-back guarantee and a 90-day double-money-back guarantee mean you can try the real product on your real work with nothing at risk.

Still have questions? Try it free — the answers are in the product.

Start My Free Trial

See it in action

Watch a 2-minute walkthrough of how Workkeeping tracks jobs, captures billable hours, and keeps your firm's deadlines on track.

Free revenue leak audit

Most practice management vendors claim their software saves 18+ hours per employee per week. We use a conservative estimate: 2.5 hours. Enter your numbers and see what even the conservative math looks like. With more than 40% of firms missing revenue targets due to poor visibility (SPI/Kantata, 2025), even our conservative estimate is generous.

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Takes 30 seconds. No email required. See what even conservative math says about your firm's leaks.

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