Practice management software for accounting firm owners Your firm runs on one person's memory and three spreadsheets.
That's fine — until they leave, or it's April.
One system the whole team can see, in place of the memory and the spreadsheets. Every deadline, every billable hour, every employee's day — visible while you can still do something about it.
14 free days · No credit card required · 90-day double-your-money-back guarantee Seen enough? Start my free trialWhat 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, in 15 languages, running the same day from spreadsheets or in two weeks if Workkeeping migrates you from another system. Every price is published, there is no per-seat charge and no annual contract, so the bill does not change when a firm adds its fifth person or its fifteenth.
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.
Get my Freedom Score 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.
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.
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. If the data is sitting in another system rather than in spreadsheets, we move it for you and it takes two weeks. No consultants. No training.
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?"
Think you might be leaking hours at one or all of these stages?
Ready to see these steps with your own data?
Get my Freedom Score 14 free days · No credit card required · 90-day double-your-money-back guaranteeWhat 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)
Running in a day from scratch — two weeks if we move you
No consultants. No training sessions. No implementation project. If you can use a spreadsheet, you can use Workkeeping — and if you are coming off another system, we do the move for you.
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 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. Add employees, add clients, add jobs — the price stays flat.
Per-seat pricing charges you twice for every hire — once in salary, once in software. Here you pay once. The bill you sign up on is the bill you are still paying at fifteen people.
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 guaranteeBring 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.
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. We start your refund within 5 business days. No forms. No phone trees.
Start risk-free. If you're not saving time in 90 days, keep double your money.
Get my Freedom Score 14 free days · No credit card required · 90-day double-your-money-back guaranteeWhy 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
- Running in a day from scratch — two weeks if we move you
- 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.
Get my Freedom Score 14 free days · No credit card required · 90-day double-your-money-back guaranteeDon't buy this yet.
If you're a solo who is genuinely happy in spreadsheets, keep your money — nothing here beats a system you hold entirely in your own head. Workkeeping starts earning its keep the day a second person needs to know what you know — a new hire, a partner, someone covering while you're away. That's when "who's doing what" stops fitting in one head, and that's when we're worth paying for.
The part we can't do for you.
We'll move your clients, your jobs and your history across ourselves — you hand over an export or a screen share, and we do the rest at no charge. What we can't move is the part that only lives in someone's head — which client wants the call before the email, whose review a return needs, what "done" means on this one. Writing that down is a few hours of someone senior's time. It is also the whole point, because it is the part that walks out the door when they do.
Frequently asked questions
Still have questions? Try it free — the answers are in the product.
Start My Free TrialSee 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.
Ready to see your numbers?
Takes 30 seconds. No email required. See what even conservative math says about your firm's leaks.
Prefer to talk first? Book a 20-min call and we'll walk through it together.
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