Every feature your firm needs to stay in control. None of the complexity that takes that control away.
Other platforms give you 200 features and a 6-week setup. Workkeeping gives you the features that matter — and you'll be running by Monday.
What is Workkeeping?
Workkeeping is practice management software for small and mid-sized accounting firms. It brings jobs, tasks, deadlines, time tracking, a client portal, and 8 dashboards into one place for a flat $47/month — unlimited users, every feature included, set up in a day, in 15 languages. It replaces the spreadsheets and email chains 66% of accountants say leave them overwhelmed by complexity. (Intuit QuickBooks, 2025)
Sound familiar?
These problems cost your firm real money every week. Workkeeping was built to fix them.
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)Work scattered everywhere
Job details live in spreadsheets, deadlines in calendars, client requests in email. Nothing connects. When a client calls, you scramble to piece the picture together. Your team toggles between apps 1,200 times a day — and task switching alone can cost up to 40% of productive time. (Rubinstein, Meyer & Evans, APA)
Scope creep eats your margins
"Just one more thing" turns into three. Then five. Without task-level tracking, the extra work never gets billed and your profit margin quietly disappears. Scope creep costs professional services firms $76,000+ annually. (Ignition, 2024)
Staffing in the dark
You make staffing decisions based on who complained last, not who has capacity. Without real-time workload data, you're guessing — and your best people burn out first. 51% of professional services staff report burnout. Each departure costs $400K-$600K annually. (Grant Thornton, 2024 / The Resource Company, 2025)
51% burnout rate in professional services9 things that set Workkeeping apart
These are the features your current tool either doesn't have or charges extra for.
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. Your Romanian staff, your Italian client, and your English reports all work simultaneously.
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. With 51% burnout rates and each departure costing $400K-$600K annually, visibility isn't a feature. It's insurance. (Grant Thornton, 2024 / 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 guaranteeYour Clients' Professional Front Door
Clients log in, see their work status, upload documents, and answer your questions. No emails. No phone calls.
Explore the client portal →8 dashboards, zero guesswork
Executive overview, team capacity, financial performance, client profitability, SLA tracking — each dashboard built for a specific decision you make every week. Real-time dashboards improve decision-making speed by 20%. (Gartner / Livelytics)
See all 8 dashboards →Capture Every Billable Hour — Automatically
Time tracked as you work. Timesheets generated automatically. Every billable minute captured.
See time tracking in detail →Build It Once. Run It Forever.
Build it once. Run it forever. Recurring jobs create themselves on schedule.
See templates in action →Want to see these features with your own data?
Run My Free Audit Takes 30 seconds. See what your firm is really losing.And that's just the start
Job tracking, time capture, client portal, and templates are the foundation. Here's what else your firm gets on day one.
Your Firm's Truth — In Real Time
Data-driven firms are 23x more likely to acquire customers and see EBITDA increases of up to 25%. (McKinsey, 2022)
SLA metrics that run themselves
Queue time, processing time, client response time, total cycle time — tracked automatically on every job, task, and work order. On-time delivery fell to 73.4% in 2024. Know exactly where your delays happen. (Deltek Clarity Report)
Workload forecasting
See who's overloaded and who has capacity — not next week, but right now. Plan assignments before deadlines pile up, not after. Only 52.7% of accountants are given tools to manage workload during busy season. (Distinct Recruitment, 2025)
Budget tracking
Overcost, overbudget, overtime — flagged the moment they happen. Stop discovering blown budgets at month-end. 25% of firms reissue over 3% of invoices, causing 5% more cost overruns. (SPI Research, 2024)
Complex Work, Simple Coordination
60% of knowledge workers' time goes to coordination, not core work. Workkeeping cuts that down. (Asana, 2021)
Work orders
Your clients submit requests through their portal. You accept, reject, or start work — with a full 7-step lifecycle from draft to delivery. No more email requests falling through the cracks. 81% of clients prefer self-service before contacting support. (Harvard Business Review)
Calendar views
See every job and work order on a calendar — firm-wide, per-employee, or per-client. Drag deadlines into focus. Spot scheduling conflicts before they happen.
Questions & answers
Need something from a client? Create a question, assign it, and track it through submission, answer, and resolution. Every question has an SLA timer. Nothing stays unanswered. Structured Q&A increases client response rates by 40%. (Glasscubes)
One Conversation. Not Fifty Emails.
Your team spends 28% of their workweek on email. That's 11+ hours. Workkeeping puts conversations where the work lives. (McKinsey Global Institute)
48+ notification types
Job started, task assigned, question answered, deadline approaching — your team gets the right notification at the right time. In-app and email digest. Configurable per person.
Comments & reactions
Threaded comments on every job, task, question, and work order. React with a thumbs-up instead of writing "thanks." Your entire conversation history lives with the work, not in a separate chat tool.
Document attachments
Attach files to jobs, tasks, questions, and work orders. Your clients upload through their portal. Everything lives where the work lives — not in a shared drive you forgot to organize. The average professional spends 28% of their workweek on email and another 20% searching for information. (McKinsey Global Institute)
Your Firm's Operating Manual — Written by You
Structure your firm the way you run it.
5 role types
Admin, manager, staff, temporary, financial analyst — each role sees exactly what they need, nothing more. Your interns don't see billing rates. Your managers don't need admin access.
Labels & tags
Color-coded labels on jobs. Tags on clients. Filter, sort, and group your work the way your brain already organizes it.
Multi-currency
EUR, USD, GBP, RON, and more. Set your firm's currency once. Track billable rates, job prices, and costs in the currency your clients pay in.
Know Your Team Before They Need to Tell You
15-22% annual turnover in public accounting — and every departure takes institutional knowledge with it. Visibility and autonomy are how you keep your people. (The Resource Company, 2025)
Employee availability
Available, busy, out, deep work — see your team's status at a glance. Assign work to people who can take it on. 300,000+ accountants have left the profession since 2020. The ones who stay deserve tools that respect their time. (Ramp, 2024)
Automatic timesheets
Time entries roll up into daily timesheets automatically. Per employee, per client, downloadable. Stop asking your team to fill out a separate timesheet.
Workload distribution
See who's carrying too much and who has room — broken down by day. Balance workloads before burnout, not after. 48.1% of public accountants work 51-60 hours a week during busy season. (Distinct Recruitment, 2025)
Time spent on admin is time stolen from your clients
60% of your team's time goes to coordination you can't see on any spreadsheet. Scope creep costs accountants $76,000+ per year. Firms lose 4.3% of annual revenue to leakage. Every week without real-time capacity data, you're making staffing decisions blind. These are not projections — they're industry benchmarks. (Asana, 2021 / Ignition, 2024 / ERP Software Blog, 2025)
What we don't do
Every competitor is talking about AI. We're focused on why more than 40% of firms still miss revenue targets. We solve the basics first.
When your deadlines, time entries, and client work are organized, AI becomes useful. Until then, it's a distraction.
Common questions about Workkeeping's features
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