Set up in a day. See results in a week.

The #1 complaint about practice management software is learning curve. Workkeeping is different. Most firms are running by the end of their first day.

1

Spot the leaks

Deadlines drift. Hours vanish. Client requests get lost in email threads. You know the feeling — it's Monday morning and you're already behind. Before you fix anything, you need to see where the problems are. Import your clients, invite your team, and within an hour you'll have every job, deadline, and workload visible in one place.

  • Import your client list in one click
  • Invite your team — they're logged in within minutes
  • See every job, deadline, and workload in one view
Stressed accountant at a cluttered desk surrounded by paper files, sticky notes, and missed deadlines
2

Plug in your data

Create jobs from templates or build from scratch. Assign tasks, set deadlines, and start tracking time — all connected. Need the same job for 50 clients? Clone it in one action. Recurring work? Set the schedule once and jobs create themselves. Your scattered spreadsheets, calendars, and email threads become one living system. Firms using workflow tools cut admin time from 35% to 15% of the workday. (LWS Tax & Accounting via Jetpack Workflow)

  • Assign tasks with deadlines, priorities, and SLA timers
  • Track time automatically as your team works
  • Clients see their own progress through a dedicated portal
Practice manager smiling at an organised dashboard with charts on her monitor
3

Take control. Watch revenue return.

When your firm can see what's happening, billable hours stop slipping through the cracks. Open your executive dashboard to see the whole firm. Check client profitability to find your best accounts. Review SLA metrics to spot bottlenecks. Tech-mature firms earn 39% more revenue per employee (CPA Practice Advisor, 2024). Within a week, you'll wonder how you ever ran your firm without it.

  • See revenue and workload at a glance
  • Spot bottlenecks before they become problems
  • Make data-driven decisions for your firm
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?

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From chaos to clarity — fast

1

Day 1: Your firm is set up, your team is invited, your first jobs are live

7

Week 1: Real-time dashboards show where time and money are going

Your team deserves tools that respect their time

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Built for operators. Not beginners. Not bystanders.

We built Workkeeping for accountants who already know their craft. You won't find a 47-step onboarding wizard. You'll find familiar patterns — jobs, tasks, deadlines, timesheets — organised the way your firm already thinks about work. With 95% of automation adopters reporting improved accuracy (QuickBooks, 2025), the question isn't whether to switch — it's how soon.

What you get on day one

60 min

Setup time

Unlimited

Team members

14 days

Free trial

15

Languages

Ready to see the numbers?

Our conservative estimate shows most firms save 10x+ their investment. Calculate yours.

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